FTHY

First Trust High Yield Opportunities 2027 Term Fund

86 hedge funds and large institutions have $214M 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
86
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
CPRC
51
Consolidated Portfolio Review Corp
New York
$282K
NWMP
52
Noble Wealth Management PBC
Colorado
$272K
FGAM
53
Financial Gravity Asset Management
Texas
$266K
CW
54
CreativeOne Wealth
Kansas
$265K
IAIM
55
International Assets Investment Management
Florida
$249K
Citadel Advisors
56
Citadel Advisors
Florida
$240K
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$231K
RAM
58
Readystate Asset Management
Illinois
$220K
PWM
59
Perigon Wealth Management
California
$217K
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$216K
Comerica Bank
61
Comerica Bank
Texas
$200K
NC
62
NovaPoint Capital
Georgia
$200K
Lido Advisors
63
Lido Advisors
California
$180K
SP
64
Stablepoint Partners
Massachusetts
$170K
DWP
65
Daymark Wealth Partners
Ohio
$158K
FBB
66
Fulton Breakefield Broenniman
Maryland
$153K
FFWM
67
Future Financial Wealth Management
Ohio
$136K
AAS
68
Ameritas Advisory Services
Nebraska
$108K
SS
69
Sunbelt Securities
Texas
$51.5K
CTA
70
Colonial Trust Advisors
South Carolina
$43.5K
SPIA
71
Steward Partners Investment Advisory
New York
$39.8K
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$29K
CI
73
CX Institutional
Indiana
$28K
AF
74
Allworth Financial
California
$26K
PTC
75
Private Trust Company
Ohio
$21.7K