FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

Overview Fund Activity

82 hedge funds and large institutions have $253M invested in First Trust High Yield Opportunities 2027 Term Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
28
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$96.4M
2
RVPG
2
Relative Value Partners Group
$5.83M
3
COLIM
3
City of London Investment Management
United Kingdom
$13M
4
LCM
4
Landscape Capital Management
New Jersey
$1.52M
5
AA
5
AQR Arbitrage
Connecticut
$3.08M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$0
2
ACM
2
Advent Capital Management
New York
$0
3
AW
3
Atlas Wealth
Ohio
$0
4
LSC
4
Logan Stone Capital
Illinois
$0
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$2.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSI
51
Flow State Investments
Illinois
$258K +$258K +18,531 New
FAG
52
Fortitude Advisory Group
Washington
$233K – – –
PCIA
53
Prime Capital Investment Advisors
Kansas
$230K -$29.4K -2,109 -11%
IAIM
54
International Assets Investment Management
Florida
$227K +$2.35K +169 +1%
UBS Group
55
UBS Group
Switzerland
$226K -$128K -9,190 -36%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$224K -$59.2K -4,253 -21%
NC
57
NovaPoint Capital
Georgia
$214K +$15.2K +1,094 +8%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$185K -$36.3K -2,603 -16%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$181K +$181K +12,960 New
Nomura Holdings
60
Nomura Holdings
Japan
$178K +$178K +12,774 New
Comerica Bank
61
Comerica Bank
Texas
$177K -$25K -1,793 -12%
WI
62
Wintrust Investments
Illinois
$170K – – –
CSPIA
63
Cary Street Partners Investment Advisory
Virginia
$167K -$48.8K -3,500 -23%
KA
64
Kovack Advisors
Florida
$156K – – –
EC
65
Elequin Capital
New York
$154K +$117K +8,423 +324%
VF
66
Virtu Financial
New York
$145K +$145K +10,397 New
CFGS
67
Concourse Financial Group Securities
Alabama
$143K -$16.7K -1,200 -10%
CAM
68
Cresset Asset Management
Illinois
$143K -$24.9K -1,788 -15%
Wells Fargo
69
Wells Fargo
California
$111K +$104K +7,500 +1,500%
SS
70
Sunbelt Securities
Texas
$44.4K -$4.9K -352 -10%
GWM
71
Geneos Wealth Management
Colorado
$38.7K – – –
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$28.9K – – –
AF
73
Allworth Financial
California
$27.9K +$27.9K +2,000 New
NS
74
NBC Securities
Alabama
$26K -$2.07K -152 -7%
EWA
75
EverSource Wealth Advisors
Alabama
$25.1K +$724 +52 +3%
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