FTHY

First Trust High Yield Opportunities 2027 Term Fund

79 hedge funds and large institutions have $187M invested in First Trust High Yield Opportunities 2027 Term Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
-1
Holders Change %
-1.25%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
31
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NC
51
NovaPoint Capital
Georgia
$232K
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$226K +$91 +6 +0%
Comerica Bank
53
Comerica Bank
Texas
$223K +$93.5K +6,184 +72%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$221K -$8.42K -557 -4%
SFS
55
Shaker Financial Services
Virginia
$219K -$585K -38,669 -73%
PWM
56
Perigon Wealth Management
California
$217K +$11.2K +743 +5%
PCIA
57
Prime Capital Investment Advisors
Kansas
$167K -$15K -991 -8%
CAM
58
Cresset Asset Management
Illinois
$164K +$3.18K +210 +2%
FBB
59
Fulton Breakefield Broenniman
Maryland
$160K
VVP
60
Venture Visionary Partners
Ohio
$153K +$153K +10,088 New
RP
61
Riverbridge Partners
Minnesota
$152K +$151 +10 +0.1%
FFWM
62
Future Financial Wealth Management
Ohio
$142K -$10.6K -700 -7%
CFGS
63
Concourse Financial Group Securities
Alabama
$89.2K
AF
64
Allworth Financial
California
$71.3K +$16.7K +1,102 +31%
SS
65
Sunbelt Securities
Texas
$49.2K +$348 +23 +0.7%
NI
66
NCP Inc
California
$47.1K
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$31.3K
Bank of America
68
Bank of America
North Carolina
$19.4K +$19.4K +1,286 New
RA
69
Rise Advisors
New York
$19K +$499 +33 +3%
NS
70
NBC Securities
Alabama
$17K -$5.17K -359 -23%
IAIM
71
International Assets Investment Management
Florida
$15.9K +$14.9K +225,426 +1,452%
Wells Fargo
72
Wells Fargo
California
$12.1K +$7.1K +470 +142%
EWA
73
EverSource Wealth Advisors
Alabama
$6.12K -$22.9K -1,516 -79%
GJIA
74
Glass Jacobson Investment Advisors
Maryland
$5.94K +$121 +8 +2%
HNB
75
Huntington National Bank
Ohio
$5.93K