FTHY

First Trust High Yield Opportunities 2027 Term Fund

87 hedge funds and large institutions have $215M 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, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
$309K
CPRC
52
Consolidated Portfolio Review Corp
New York
$282K
NWMP
53
Noble Wealth Management PBC
Colorado
$272K
FGAM
54
Financial Gravity Asset Management
Texas
$266K
CW
55
CreativeOne Wealth
Kansas
$265K
IAIM
56
International Assets Investment Management
Florida
$249K
Citadel Advisors
57
Citadel Advisors
Florida
$240K
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$231K
RAM
59
Readystate Asset Management
Illinois
$220K
PWM
60
Perigon Wealth Management
California
$217K
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$216K
Comerica Bank
62
Comerica Bank
Texas
$200K
NC
63
NovaPoint Capital
Georgia
$200K
Lido Advisors
64
Lido Advisors
California
$180K
SP
65
Stablepoint Partners
Massachusetts
$170K
DWP
66
Daymark Wealth Partners
Ohio
$158K
FBB
67
Fulton Breakefield Broenniman
Maryland
$153K
FFWM
68
Future Financial Wealth Management
Ohio
$136K
AAS
69
Ameritas Advisory Services
Nebraska
$108K
SS
70
Sunbelt Securities
Texas
$51.5K
CTA
71
Colonial Trust Advisors
South Carolina
$43.5K
SPIA
72
Steward Partners Investment Advisory
New York
$39.8K
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$29K
CI
74
CX Institutional
Indiana
$28K
AF
75
Allworth Financial
California
$26K