FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

Overview Fund Activity

74 hedge funds and large institutions have $188M invested in First Trust High Yield Opportunities 2027 Term Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
27
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$3.43M
2
SIA
2
Sit Investment Associates
Minnesota
$5.19M
3
KIG
3
Kennedy Investment Group
New Jersey
$14.1M
4
DADC
4
D.A. Davidson & Co
Montana
$5.03M
5
AWM
5
Apollon Wealth Management
South Carolina
$1.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.6M
2
SFS
2
Shaker Financial Services
Virginia
$670K
3
LSC
3
Logan Stone Capital
Illinois
$2.2M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$12M
5
AC
5
Almitas Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
76
Spire Wealth Management
Virginia
– -$268K -19,199 Closed
WAM
77
Weiss Asset Management
Massachusetts
– -$252K -18,033 Closed
Millennium Management
78
Millennium Management
New York
– -$160K -11,437 Closed
AAS
79
Ameritas Advisory Services
Nebraska
– -$157K -11,273 Closed
HNB
80
Huntington National Bank
Ohio
– -$3.59K – –
1 2 3
4