FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

Overview Fund Activity

72 hedge funds and large institutions have $177M invested in First Trust High Yield Opportunities 2027 Term Fund in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-8
Holders Change %
-10%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
30
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Advent Capital Management
New York
$2.11M
2
SFS
Shaker Financial Services
Virginia
$2.11M
3
BIM
Bullseye Investment Management
Ohio
$2.74M
4
AWA
Arete Wealth Advisors
Illinois
$7.19M
5
Morgan Stanley
Morgan Stanley
New York
$47.9M

Top Sellers

1
WEG
World Equity Group
Illinois
$2.1M
2
PCM
Penserra Capital Management
California
$6.88M
3
WAM
Wolverine Asset Management
Illinois
$144K
4
LSC
Logan Stone Capital
Illinois
$2.77M
5
AWM
Axxcess Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
76
Meteora Capital
Florida
– -$528K -39,142 Closed
PCIA
77
Prime Capital Investment Advisors
Kansas
– -$342K -25,338 Closed
LCM
78
Landscape Capital Management
New Jersey
– -$334K -24,758 Closed
MPW
79
MGO Private Wealth
California
– -$234K -17,362 Closed
IP
80
Ignite Planners
California
– -$208K -14,300 Closed
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
– -$190K -14,115 Closed
TCM
82
True Capital Management
California
– -$174K -12,876 Closed
BFM
83
Boothbay Fund Management
New York
– -$158K -11,741 Closed
NA
84
NewEdge Advisors
Louisiana
– -$84.3K -6,250 Closed
USCWA
85
U.S. Capital Wealth Advisors
Texas
– -$33.7K -2,500 Closed
Bessemer Group
86
Bessemer Group
New Jersey
– -$12K -868 Closed
1 2 3
4