FTHY

First Trust High Yield Opportunities 2027 Term Fund

86 hedge funds and large institutions have $211M invested in First Trust High Yield Opportunities 2027 Term Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
38
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FAG
51
Fortitude Advisory Group
Washington
$293K +$63.2K +4,612 +28%
CPRC
52
Consolidated Portfolio Review Corp
New York
$286K +$3.45K +239 +1%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$265K +$5.49K +380 +2%
NEWAS
54
N.E.W. Advisory Services
Wisconsin
$240K +$240K +16,582 New
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$239K +$49.9K +3,456 +26%
IAIM
56
International Assets Investment Management
Florida
$235K +$2.46K +170 +1%
SWP
57
Stratos Wealth Partners
Ohio
$224K +$10.5K +724 +5%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$216K
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$216K +$8.16K +565 +4%
Comerica Bank
60
Comerica Bank
Texas
$213K +$58 +4 +0%
PWM
61
Perigon Wealth Management
California
$202K -$6K -415 -3%
NC
62
NovaPoint Capital
Georgia
$199K -$14.5K -1,000 -7%
SP
63
Stablepoint Partners
Massachusetts
$186K
FBB
64
Fulton Breakefield Broenniman
Maryland
$153K
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$148K -$49.4K -3,419 -25%
FFWM
66
Future Financial Wealth Management
Ohio
$136K
SS
67
Sunbelt Securities
Texas
$51K +$173 +12 +0.3%
NI
68
NCP Inc
California
$46.9K +$1.19K +82 +3%
SPIA
69
Steward Partners Investment Advisory
New York
$39.7K +$39.7K +2,750 New
AF
70
Allworth Financial
California
$32.1K -$36.1K -2,540 -53%
PTC
71
Private Trust Company
Ohio
$21.7K
FP
72
Financial Perspectives
Minnesota
$19.7K
RA
73
Rise Advisors
New York
$19.1K +$477 +33 +3%
NS
74
NBC Securities
Alabama
$17K +$17K +1,180 +118,000%
GWM
75
Geneos Wealth Management
Colorado
$16.9K +$16.9K +1,169 New