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FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

81 hedge funds and large institutions have $199M 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, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 31

2% less funds holding

Funds holding: 83 → 81 (-2)

12.53% less ownership

Funds ownership: 49.77% → 37.24% (-13%)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

22% less capital invested

Capital invested by funds: $255M → $199M (-$56.1M)

Holders
81
Holders Change
-2
Holders Change %
-2.41%
% of All Funds
1.17%
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
31
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.06M
2
JP Morgan Chase
JP Morgan Chase
New York
+$5.97M
3
RJA
Raymond James & Associates
Florida
+$1.23M
4
LPL Financial
LPL Financial
California
+$1.18M
5
KIG
Kennedy Investment Group
New Jersey
+$883K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$56.6M
2
SIA
Sit Investment Associates
Minnesota
-$8.95M
3
PAIM
Punch & Associates Investment Management
Minnesota
-$5.2M
4
PCM
Penserra Capital Management
California
-$4.1M
5
RCM
Rivernorth Capital Management
Florida
-$2.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
51
Apollon Wealth Management
South Carolina
$260K -$752K -53,035 -75%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$244K +$9.31K +657 +4%
FAG
53
Fortitude Advisory Group
Washington
$243K – – –
NC
54
NovaPoint Capital
Georgia
$224K – – –
CPRC
55
Consolidated Portfolio Review Corp
New York
$221K +$216K +15,208 New
PI
56
PFG Investments
New York
$221K +$216K +15,208 New
IAIM
57
International Assets Investment Management
Florida
$220K -$13.3K -937 -6%
UBS Group
58
UBS Group
Switzerland
$218K -$17.3K -1,218 -8%
Millennium Management
59
Millennium Management
New York
$218K +$212K +14,961 New
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$217K +$27.8K +1,962 +15%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$186K -$6.82K -481 -4%
PCIA
62
Prime Capital Investment Advisors
Kansas
$175K -$63.8K -4,505 -27%
CSPIA
63
Cary Street Partners Investment Advisory
Virginia
$174K – – –
FFWM
64
Future Financial Wealth Management
Ohio
$172K +$167K +11,800 New
CAM
65
Cresset Asset Management
Illinois
$152K +$2.93K +207 +2%
Truist Financial
66
Truist Financial
North Carolina
$150K +$146K +10,300 New
WT
67
Whittier Trust
California
$109K +$106K +7,500 New
AF
68
Allworth Financial
California
$95.4K +$64.7K +4,564 +228%
RFA
69
Register Financial Advisors
Georgia
$95.3K +$92.8K +6,551 New
CFGS
70
Concourse Financial Group Securities
Alabama
$91.6K -$56.7K -4,000 -39%
SS
71
Sunbelt Securities
Texas
$46.6K +$326 +23 +0.7%
NI
72
NCP Inc
California
$44.1K +$43K +3,031 New
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$30.1K – – –
EWA
74
EverSource Wealth Advisors
Alabama
$26.5K +$949 +67 +4%
NS
75
NBC Securities
Alabama
$26K -$1.18K -83 -4%
1 2
3
4

FTHY Hedge Fund Activity: Q1 2024 in Review

81 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in First Trust High Yield Opportunities 2027 Term Fund (FTHY) for Q1 2024, worth a combined $199M — down 22% from $255M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of FTHY and 12 opened new positions — a net loss of 2 holders — while 31 trimmed existing stakes and 31 added.

The largest buyer was Royal Bank of Canada, adding an estimated $6.06M. The largest seller was Morgan Stanley, cutting an estimated $56.6M.

  • 81 institutional investors held First Trust High Yield Opportunities 2027 Term Fund (FTHY) as of Q1 2024, down from 83 in Q4 2023.
  • Funds reported $199M of First Trust High Yield Opportunities 2027 Term Fund stock for Q1 2024, down 22% quarter-over-quarter.
  • 12 funds opened new First Trust High Yield Opportunities 2027 Term Fund positions in Q1 2024 and 14 closed out, a net change of -2 holders.
  • The largest First Trust High Yield Opportunities 2027 Term Fund buyer in Q1 2024 was Royal Bank of Canada, an estimated $6.06M added.
  • The largest First Trust High Yield Opportunities 2027 Term Fund seller in Q1 2024 was Morgan Stanley, an estimated $56.6M sold.

Based on aggregated 13F filings for Q1 2024.