FTHY

First Trust High Yield Opportunities 2027 Term Fund

80 hedge funds and large institutions have $179M invested in First Trust High Yield Opportunities 2027 Term Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
Holders Change %
0%
% 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
11
Increased
31
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FAG
51
Fortitude Advisory Group
Washington
$240K
Walleye Capital
52
Walleye Capital
New York
$227K +$227K +15,839 New
IAIM
53
International Assets Investment Management
Florida
$222K +$2.31K +161 +1%
NC
54
NovaPoint Capital
Georgia
$220K
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$217K +$33.9K +2,370 +19%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$214K
PWM
57
Perigon Wealth Management
California
$195K +$195K +13,637 New
PCIA
58
Prime Capital Investment Advisors
Kansas
$172K
LCM
59
Landscape Capital Management
New Jersey
$162K -$668K -46,664 -81%
CAM
60
Cresset Asset Management
Illinois
$153K +$3.05K +213 +2%
FBB
61
Fulton Breakefield Broenniman
Maryland
$151K +$151K +10,570 New
FFWM
62
Future Financial Wealth Management
Ohio
$145K -$24.3K -1,700 -14%
RP
63
Riverbridge Partners
Minnesota
$144K +$144K +10,075 New
Comerica Bank
64
Comerica Bank
Texas
$123K -$143K -10,003 -54%
RFA
65
Register Financial Advisors
Georgia
$93.8K
CFGS
66
Concourse Financial Group Securities
Alabama
$84.5K -$5.73K -400 -6%
AF
67
Allworth Financial
California
$53K -$43.3K -2,952 -45%
SS
68
Sunbelt Securities
Texas
$46.3K +$329 +23 +0.7%
NI
69
NCP Inc
California
$44.6K +$1.19K +83 +3%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$29.7K
EWA
71
EverSource Wealth Advisors
Alabama
$28.6K +$760 +51 +3%
NS
72
NBC Securities
Alabama
$22K -$4.07K -285 -16%
RA
73
Rise Advisors
New York
$17.5K +$473 +33 +3%
ADL
74
Asset Dedication LLC
California
$8.73K +$8.73K +609 New
BHWM
75
Beaird Harris Wealth Management
Texas
$7.88K +$3.37K +235 +75%