FTHY

First Trust High Yield Opportunities 2027 Term Fund

87 hedge funds and large institutions have $204M invested in First Trust High Yield Opportunities 2027 Term Fund in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+8
Holders Change %
+10.13%
% of All Funds
1.16%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
15
Increased
32
Reduced
28
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$260K -$49.1K -3,393 -16%
FAG
52
Fortitude Advisory Group
Washington
$242K
IAIM
53
International Assets Investment Management
Florida
$232K -$3.24M -224,849 -93%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$222K +$222K +15,297 New
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$216K
SWP
56
Stratos Wealth Partners
Ohio
$214K +$214K +14,795 New
NC
57
NovaPoint Capital
Georgia
$214K -$8.69K -600 -4%
Comerica Bank
58
Comerica Bank
Texas
$214K
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$208K -$3.33K -230 -2%
PWM
60
Perigon Wealth Management
California
$207K
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$198K +$198K +13,691 New
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$190K -$581K -40,100 -75%
SP
63
Stablepoint Partners
Massachusetts
$187K -$198K -13,650 -51%
CAM
64
Cresset Asset Management
Illinois
$161K +$3.08K +213 +2%
Jane Street
65
Jane Street
New York
$159K +$159K +10,995 New
FBB
66
Fulton Breakefield Broenniman
Maryland
$153K
RP
67
Riverbridge Partners
Minnesota
$152K +$5.75K +397 +4%
PCIA
68
Prime Capital Investment Advisors
Kansas
$146K -$14.2K -980 -9%
FFWM
69
Future Financial Wealth Management
Ohio
$136K
EC
70
Elequin Capital
New York
$106K +$106K +7,288 New
CFGS
71
Concourse Financial Group Securities
Alabama
$86.9K
AF
72
Allworth Financial
California
$70K +$1.23K +84 +2%
SS
73
Sunbelt Securities
Texas
$51K +$3.8K +262 +8%
NI
74
NCP Inc
California
$45.9K +$767 +53 +2%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$30K