FTHY

First Trust High Yield Opportunities 2027 Term Fund

84 hedge funds and large institutions have $224M invested in First Trust High Yield Opportunities 2027 Term Fund in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
28
Reduced
34
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$306K -$5.11K -344 -2%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$304K +$57.6K +3,880 +23%
SWP
53
Stratos Wealth Partners
Ohio
$294K +$63.3K +4,260 +27%
CPRC
54
Consolidated Portfolio Review Corp
New York
$289K -$5.12K -345 -2%
IAIM
55
International Assets Investment Management
Florida
$250K +$8.57K +577 +4%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$243K -$29.7K -2,000 -11%
PWM
57
Perigon Wealth Management
California
$237K +$29.7K +2,000 +14%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$222K
Comerica Bank
59
Comerica Bank
Texas
$205K -$14.1K -952 -6%
NC
60
NovaPoint Capital
Georgia
$205K
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$195K -$27K -1,817 -12%
SP
62
Stablepoint Partners
Massachusetts
$175K -$16.9K -1,139 -9%
DWP
63
Daymark Wealth Partners
Ohio
$160K +$160K +10,796 New
FBB
64
Fulton Breakefield Broenniman
Maryland
$157K
FFWM
65
Future Financial Wealth Management
Ohio
$140K
AAS
66
Ameritas Advisory Services
Nebraska
$110K +$110K +7,392 New
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$90.2K +$74.3K +5,000 +466%
Wells Fargo
68
Wells Fargo
California
$81.7K +$81.7K +5,501 New
SS
69
Sunbelt Securities
Texas
$50.9K -$174 -12 -0.3%
SPIA
70
Steward Partners Investment Advisory
New York
$40.8K
AF
71
Allworth Financial
California
$26.4K -$7.13K -480 -21%
PTC
72
Private Trust Company
Ohio
$22.3K
FP
73
Financial Perspectives
Minnesota
$20.2K
RA
74
Rise Advisors
New York
$20.2K +$520 +35 +3%
NS
75
NBC Securities
Alabama
$17K