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
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAG
51
Fortitude Advisory Group
Washington
$293K
CPRC
52
Consolidated Portfolio Review Corp
New York
$286K
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$265K
NEWAS
54
N.E.W. Advisory Services
Wisconsin
$240K
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$239K
IAIM
56
International Assets Investment Management
Florida
$235K
SWP
57
Stratos Wealth Partners
Ohio
$224K
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$216K
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$216K
Comerica Bank
60
Comerica Bank
Texas
$213K
PWM
61
Perigon Wealth Management
California
$202K
NC
62
NovaPoint Capital
Georgia
$199K
SP
63
Stablepoint Partners
Massachusetts
$186K
FBB
64
Fulton Breakefield Broenniman
Maryland
$153K
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$148K
FFWM
66
Future Financial Wealth Management
Ohio
$136K
SS
67
Sunbelt Securities
Texas
$51K
NI
68
NCP Inc
California
$46.9K
SPIA
69
Steward Partners Investment Advisory
New York
$39.7K
AF
70
Allworth Financial
California
$32.1K
PTC
71
Private Trust Company
Ohio
$21.7K
FP
72
Financial Perspectives
Minnesota
$19.7K
RA
73
Rise Advisors
New York
$19.1K
NS
74
NBC Securities
Alabama
$17K
GWM
75
Geneos Wealth Management
Colorado
$16.9K