We are live on ! Find out more
FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

87 hedge funds and large institutions have $213M 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, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 24

1.37% more ownership

Funds ownership: 38.7% → 40.08% (+1.4%)

3% more capital invested

Capital invested by funds: $206M → $213M (+$6.87M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

1% less funds holding

Funds holding: 88 → 87 (-1)

Holders
87
Holders Change
-1
Holders Change %
-1.14%
% 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
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$7.11M
2
RCM
Rivernorth Capital Management
Florida
+$2.43M
3
SFS
Shaker Financial Services
Virginia
+$1.02M
4
TCA
Transcend Capital Advisors
New Jersey
+$946K
5
HA
Huntleigh Advisors
Missouri
+$556K

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$3.88M
2
BPWM
Black Point Wealth Management
Florida
-$908K
3
WEG
World Equity Group
Illinois
-$459K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$440K
5
UBS Group
UBS Group
Switzerland
-$290K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
51
Atria Wealth Solutions
New York
$303K +$7.83K +539 +3%
FAG
52
Fortitude Advisory Group
Washington
$293K +$67K +4,612 +28%
CPRC
53
Consolidated Portfolio Review Corp
New York
$286K +$3.47K +239 +1%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$265K +$5.52K +380 +2%
NEWAS
55
N.E.W. Advisory Services
Wisconsin
$240K +$241K +16,582 New
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$239K +$50.2K +3,456 +26%
IAIM
57
International Assets Investment Management
Florida
$235K +$2.47K +170 +1%
SWP
58
Stratos Wealth Partners
Ohio
$224K +$10.5K +724 +5%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$216K – – –
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$216K +$8.21K +565 +4%
Comerica Bank
61
Comerica Bank
Texas
$213K +$58 +4 +0%
PWM
62
Perigon Wealth Management
California
$202K -$6.03K -415 -3%
NC
63
NovaPoint Capital
Georgia
$199K -$14.5K -1,000 -7%
SP
64
Stablepoint Partners
Massachusetts
$186K – – –
FBB
65
Fulton Breakefield Broenniman
Maryland
$153K – – –
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$148K -$49.7K -3,419 -25%
FFWM
67
Future Financial Wealth Management
Ohio
$136K – – –
SS
68
Sunbelt Securities
Texas
$51K +$174 +12 +0.3%
NI
69
NCP Inc
California
$46.9K +$1.19K +82 +3%
SPIA
70
Steward Partners Investment Advisory
New York
$39.7K +$40K +2,750 New
AF
71
Allworth Financial
California
$32.1K -$36.9K -2,540 -53%
PTC
72
Private Trust Company
Ohio
$21.7K – – –
FP
73
Financial Perspectives
Minnesota
$19.7K – – –
RA
74
Rise Advisors
New York
$19.1K +$480 +33 +3%
NS
75
NBC Securities
Alabama
$17K +$17.2K +1,180 +118,000%
1 2
3
4

FTHY Hedge Fund Activity: Q1 2025 in Review

87 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust High Yield Opportunities 2027 Term Fund (FTHY) for Q1 2025, worth a combined $213M — up 3.3% from $206M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of FTHY and 10 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 38 added.

The largest buyer was Sit Investment Associates, adding an estimated $7.11M. The largest seller was Stifel Financial, cutting an estimated $3.88M.

  • 87 institutional investors held First Trust High Yield Opportunities 2027 Term Fund (FTHY) as of Q1 2025, down from 88 in Q4 2024.
  • Funds reported $213M of First Trust High Yield Opportunities 2027 Term Fund stock for Q1 2025, up 3.3% quarter-over-quarter.
  • 10 funds opened new First Trust High Yield Opportunities 2027 Term Fund positions in Q1 2025 and 11 closed out, a net change of -1 holder.
  • The largest First Trust High Yield Opportunities 2027 Term Fund buyer in Q1 2025 was Sit Investment Associates, an estimated $7.11M added.
  • The largest First Trust High Yield Opportunities 2027 Term Fund seller in Q1 2025 was Stifel Financial, an estimated $3.88M sold.

Based on aggregated 13F filings for Q1 2025.