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

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

18% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 34

Holders
84
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
AWS
51
Atria Wealth Solutions
New York
$306K
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$304K
SWP
53
Stratos Wealth Partners
Ohio
$294K
CPRC
54
Consolidated Portfolio Review Corp
New York
$289K
IAIM
55
International Assets Investment Management
Florida
$250K
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$243K
PWM
57
Perigon Wealth Management
California
$237K
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$222K
Comerica Bank
59
Comerica Bank
Texas
$205K
NC
60
NovaPoint Capital
Georgia
$205K
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$195K
SP
62
Stablepoint Partners
Massachusetts
$175K
DWP
63
Daymark Wealth Partners
Ohio
$160K
FBB
64
Fulton Breakefield Broenniman
Maryland
$157K
FFWM
65
Future Financial Wealth Management
Ohio
$140K
AAS
66
Ameritas Advisory Services
Nebraska
$110K
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$90.2K
Wells Fargo
68
Wells Fargo
California
$81.7K
SS
69
Sunbelt Securities
Texas
$50.9K
SPIA
70
Steward Partners Investment Advisory
New York
$40.8K
AF
71
Allworth Financial
California
$26.4K
PTC
72
Private Trust Company
Ohio
$22.3K
FP
73
Financial Perspectives
Minnesota
$20.2K
RA
74
Rise Advisors
New York
$20.2K
NS
75
NBC Securities
Alabama
$17K