FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

Overview Fund Activity

79 hedge funds and large institutions have $190M invested in First Trust High Yield Opportunities 2027 Term Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
34
Reduced
26
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$9.29M
2
Morgan Stanley
2
Morgan Stanley
New York
$46.4M
3
MC
3
Meteora Capital
Florida
$1.48M
4
BFM
4
Boothbay Fund Management
New York
$1.11M
5
KPWS
5
Kestra Private Wealth Services
Texas
$1.23M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$3.61M
2
LSC
2
Logan Stone Capital
Illinois
$1.04M
3
SCM
3
Saba Capital Management
New York
$2.48M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.17M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$271K +$60.2K +4,518 +29%
AWS
52
Atria Wealth Solutions
New York
$268K +$3.94K +296 +1%
RJA
53
Raymond James & Associates
Florida
$257K +$10.2K +766 +4%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$256K -$8.65K -649 -3%
PCIA
55
Prime Capital Investment Advisors
Kansas
$248K -$36.8K -2,760 -13%
FAG
56
Fortitude Advisory Group
Washington
$223K – – –
IAIM
57
International Assets Investment Management
Florida
$215K +$2.17K +163 +1%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$212K -$9.6K -721 -4%
CSPIA
59
Cary Street Partners Investment Advisory
Virginia
$206K +$26.6K +2,000 +15%
Comerica Bank
60
Comerica Bank
Texas
$194K +$194K +14,534 New
NC
61
NovaPoint Capital
Georgia
$190K -$20K -1,500 -10%
WI
62
Wintrust Investments
Illinois
$163K – – –
CAM
63
Cresset Asset Management
Illinois
$160K +$2.73K +205 +2%
CFGS
64
Concourse Financial Group Securities
Alabama
$153K +$26.6K +2,000 +21%
KA
65
Kovack Advisors
Florida
$149K – – –
CAP
66
Columbia Advisory Partners
Washington
$144K -$2.33K -175 -2%
SS
67
Sunbelt Securities
Texas
$47.1K +$293 +22 +0.6%
GWM
68
Geneos Wealth Management
Colorado
$37K – – –
EC
69
Elequin Capital
New York
$34.6K -$666 -50 -2%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$27.6K – – –
NS
71
NBC Securities
Alabama
$27K +$27K +2,060 New
EWA
72
EverSource Wealth Advisors
Alabama
$23.3K +$653 +49 +3%
RA
73
Rise Advisors
New York
$15K +$413 +31 +3%
IA
74
IFP Advisors
Florida
$9.99K – – –
Wells Fargo
75
Wells Fargo
California
$6.66K -$119K -8,900 -95%
1 2
3
4