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FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

88 hedge funds and large institutions have $216M invested in First Trust High Yield Opportunities 2027 Term Fund in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

4% more funds holding

Funds holding: 85 → 88 (+3)

3% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 29

0.75% less ownership

Funds ownership: 41.38% → 40.62% (-0.75%)

4% less capital invested

Capital invested by funds: $226M → $216M (-$9.48M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
30
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.39M
2
PCM
Penserra Capital Management
California
+$1.14M
3
NA
NewEdge Advisors
Louisiana
+$1.05M
4
SIA
Sit Investment Associates
Minnesota
+$829K
5
Wells Fargo
Wells Fargo
California
+$508K

Top Sellers

Rank Fund Capital Flow
1
HA
Huntleigh Advisors
Missouri
-$4.74M
2
COLIM
City of London Investment Management
United Kingdom
-$1.08M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$1.07M
4
Osaic Holdings
Osaic Holdings
Arizona
-$638K
5
CP
Camelot Portfolios
Ohio
-$565K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$329K +$42.7K +2,919 +15%
FAG
52
Fortitude Advisory Group
Washington
$309K – – –
CPRC
53
Consolidated Portfolio Review Corp
New York
$282K – – –
NWMP
54
Noble Wealth Management PBC
Colorado
$272K +$275K +18,795 New
FGAM
55
Financial Gravity Asset Management
Texas
$266K +$269K +18,363 New
CW
56
CreativeOne Wealth
Kansas
$265K -$55.5K -3,793 -17%
IAIM
57
International Assets Investment Management
Florida
$249K – – –
Citadel Advisors
58
Citadel Advisors
Florida
$240K +$243K +16,587 New
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$231K -$5.57K -380 -2%
RAM
60
Readystate Asset Management
Illinois
$220K +$222K +15,166 New
PWM
61
Perigon Wealth Management
California
$217K -$14.5K -992 -6%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$216K -$88 -6 -0%
Comerica Bank
63
Comerica Bank
Texas
$200K -$88 -6 -0%
NC
64
NovaPoint Capital
Georgia
$200K – – –
Lido Advisors
65
Lido Advisors
California
$180K +$182K +12,430 New
SP
66
Stablepoint Partners
Massachusetts
$170K – – –
DWP
67
Daymark Wealth Partners
Ohio
$158K +$1.26K +86 +0.8%
FBB
68
Fulton Breakefield Broenniman
Maryland
$153K – – –
FFWM
69
Future Financial Wealth Management
Ohio
$136K – – –
AAS
70
Ameritas Advisory Services
Nebraska
$108K +$469 +32 +0.4%
SS
71
Sunbelt Securities
Texas
$51.5K +$527 +36 +1%
CTA
72
Colonial Trust Advisors
South Carolina
$43.5K +$32.9K +2,250 +300%
SPIA
73
Steward Partners Investment Advisory
New York
$39.8K – – –
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$29K +$29.3K +2,000 New
CI
75
CX Institutional
Indiana
$28K +$28.8K +1,966 New
1 2
3
4

FTHY Hedge Fund Activity: Q3 2025 in Review

88 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in First Trust High Yield Opportunities 2027 Term Fund (FTHY) for Q3 2025, worth a combined $216M — down 4.2% from $226M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FTHY positions and 5 closed out — a net gain of 5 holders — while 30 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.39M. The largest seller was Huntleigh Advisors, cutting an estimated $4.74M.

  • 88 institutional investors held First Trust High Yield Opportunities 2027 Term Fund (FTHY) as of Q3 2025, up from 85 in Q2 2025.
  • Funds reported $216M of First Trust High Yield Opportunities 2027 Term Fund stock for Q3 2025, down 4.2% quarter-over-quarter.
  • 10 funds opened new First Trust High Yield Opportunities 2027 Term Fund positions in Q3 2025 and 5 closed out, a net change of +5 holders.
  • The largest First Trust High Yield Opportunities 2027 Term Fund buyer in Q3 2025 was Morgan Stanley, an estimated $2.39M added.
  • The largest First Trust High Yield Opportunities 2027 Term Fund seller in Q3 2025 was Huntleigh Advisors, an estimated $4.74M sold.

Based on aggregated 13F filings for Q3 2025.