FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

Overview Fund Activity

80 hedge funds and large institutions have $197M invested in First Trust High Yield Opportunities 2027 Term Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-2
Holders Change %
-2.44%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
31
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$12M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.41M
3
RJA
Raymond James & Associates
Florida
$2.36M
4
LPL Financial
LPL Financial
California
$2.42M
5
KIG
Kennedy Investment Group
New Jersey
$17.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$42.5M
2
SIA
Sit Investment Associates
Minnesota
$922K
3
PAIM
Punch & Associates Investment Management
Minnesota
$7.06M
4
PCM
Penserra Capital Management
California
$0
5
RCM
Rivernorth Capital Management
Florida
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$244K +$9.55K +657 +4%
FAG
52
Fortitude Advisory Group
Washington
$243K – – –
NC
53
NovaPoint Capital
Georgia
$224K – – –
CPRC
54
Consolidated Portfolio Review Corp
New York
$221K +$221K +15,208 New
PI
55
PFG Investments
New York
$221K +$221K +15,208 New
IAIM
56
International Assets Investment Management
Florida
$220K -$13.4K -937 -6%
UBS Group
57
UBS Group
Switzerland
$218K -$17.7K -1,218 -8%
Millennium Management
58
Millennium Management
New York
$218K +$218K +14,961 New
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$217K +$28.5K +1,962 +15%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$186K -$6.99K -481 -4%
PCIA
61
Prime Capital Investment Advisors
Kansas
$175K -$65.5K -4,505 -27%
CSPIA
62
Cary Street Partners Investment Advisory
Virginia
$174K – – –
FFWM
63
Future Financial Wealth Management
Ohio
$172K +$172K +11,800 New
CAM
64
Cresset Asset Management
Illinois
$152K +$3.01K +207 +2%
Truist Financial
65
Truist Financial
North Carolina
$150K +$150K +10,300 New
WT
66
Whittier Trust
California
$109K +$109K +7,500 New
AF
67
Allworth Financial
California
$95.4K +$66.4K +4,564 +228%
RFA
68
Register Financial Advisors
Georgia
$95.3K +$95.3K +6,551 New
CFGS
69
Concourse Financial Group Securities
Alabama
$91.6K -$58.2K -4,000 -39%
SS
70
Sunbelt Securities
Texas
$46.6K +$334 +23 +0.7%
NI
71
NCP Inc
California
$44.1K +$44.1K +3,031 New
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$30.1K – – –
EWA
73
EverSource Wealth Advisors
Alabama
$26.5K +$948 +67 +4%
NS
74
NBC Securities
Alabama
$26K -$1.18K -83 -4%
RA
75
Rise Advisors
New York
$17.3K +$465 +32 +3%
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