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FTHY

First Trust High Yield Opportunities 2027 Term Fund

89 hedge funds and large institutions have $220M invested in First Trust High Yield Opportunities 2027 Term Fund in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.26% more ownership

Funds ownership: 42.86%44.12% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $222M → $220M (-$2.14M)

6% less funds holding

Funds holding: 9589 (-6)

28% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 39

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
89
Holders Change
-6
Holders Change %
-6.32%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
28
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
51
Balboa Wealth Partners
Arizona
$319K
SWP
52
Stratos Wealth Partners
Ohio
$295K +$111 +8 +0%
FAG
53
Fortitude Advisory Group
Washington
$289K
CW
54
CreativeOne Wealth
Kansas
$257K -$8.33K -600 -3%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$253K +$10.4K +750 +4%
AWM
56
Apollon Wealth Management
South Carolina
$242K
BCI
57
Brinker Capital Investments
Pennsylvania
$237K -$49.5K -3,566 -17%
IAIM
58
International Assets Investment Management
Florida
$221K +$2.54K +183 +1%
PAM
59
PVG Asset Management
Colorado
$214K -$149K -10,700 -40%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$202K
DWP
61
Daymark Wealth Partners
Ohio
$201K +$55.3K +3,984 +37%
SFS
62
Shaker Financial Services
Virginia
$187K -$1.71M -123,335 -90%
HF
63
HRT Financial
New York
$175K +$180K +12,972 New
CIA
64
Concurrent Investment Advisors
Florida
$173K -$408K -29,392 -70%
Lido Advisors
65
Lido Advisors
California
$168K
SP
66
Stablepoint Partners
Massachusetts
$152K -$5.14K -370 -3%
PWM
67
Perigon Wealth Management
California
$151K
XT
68
XTX Topco
Cayman Islands
$147K -$173K -12,484 -54%
FBB
69
Fulton Breakefield Broenniman
Maryland
$143K
NEWAS
70
N.E.W. Advisory Services
Wisconsin
$113K +$1.06K +76 +0.9%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$90.3K +$92.7K +6,672 New
SS
72
Sunbelt Securities
Texas
$48.4K +$194 +14 +0.4%
GSEP
73
Golden State Equity Partners
California
$32.3K +$33.1K +2,386 New
CI
74
CX Institutional
Indiana
$27K +$278 +20 +1%
CTA
75
Colonial Trust Advisors
South Carolina
$20.3K