FTHY

First Trust High Yield Opportunities 2027 Term Fund

88 hedge funds and large institutions have $216M 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, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

26% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 38

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
88
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
SWP
51
Stratos Wealth Partners
Ohio
$295K
NA
52
NewEdge Advisors
Louisiana
$292K
FAG
53
Fortitude Advisory Group
Washington
$289K
CW
54
CreativeOne Wealth
Kansas
$257K
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$253K
AWM
56
Apollon Wealth Management
South Carolina
$242K
BCI
57
Brinker Capital Investments
Pennsylvania
$237K
IAIM
58
International Assets Investment Management
Florida
$221K
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$202K
DWP
60
Daymark Wealth Partners
Ohio
$201K
SFS
61
Shaker Financial Services
Virginia
$187K
HF
62
HRT Financial
New York
$175K
CIA
63
Concurrent Investment Advisors
Florida
$173K
Lido Advisors
64
Lido Advisors
California
$168K
SP
65
Stablepoint Partners
Massachusetts
$152K
PWM
66
Perigon Wealth Management
California
$151K
XT
67
XTX Topco
Cayman Islands
$147K
FBB
68
Fulton Breakefield Broenniman
Maryland
$143K
NEWAS
69
N.E.W. Advisory Services
Wisconsin
$113K
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$90.3K
SS
71
Sunbelt Securities
Texas
$48.4K
GSEP
72
Golden State Equity Partners
California
$32.3K
CI
73
CX Institutional
Indiana
$27K
PTC
74
Private Trust Company
Ohio
$20.3K
CTA
75
Colonial Trust Advisors
South Carolina
$20.3K