FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

Overview Fund Activity

82 hedge funds and large institutions have $253M invested in First Trust High Yield Opportunities 2027 Term Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
28
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$96.4M
2
RVPG
2
Relative Value Partners Group
$5.83M
3
COLIM
3
City of London Investment Management
United Kingdom
$13M
4
LCM
4
Landscape Capital Management
New Jersey
$1.52M
5
AA
5
AQR Arbitrage
Connecticut
$3.08M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$0
2
ACM
2
Advent Capital Management
New York
$0
3
AW
3
Atlas Wealth
Ohio
$0
4
LSC
4
Logan Stone Capital
Illinois
$0
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$2.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
76
Benjamin F. Edwards & Company
Missouri
$23K +$23K +1,650 New
RA
77
Rise Advisors
New York
$16.2K +$460 +33 +3%
GI
78
Gradient Investments
Minnesota
$5.57K +$5.57K +400 New
GJIA
79
Glass Jacobson Investment Advisors
Maryland
$5.29K – – –
HNB
80
Huntington National Bank
Ohio
$4.49K – – –
BHWM
81
Beaird Harris Wealth Management
Texas
$4.39K +$4.39K +315 New
BBPWM
82
Blue Bell Private Wealth Management
Pennsylvania
$975 +$975 +70 New
ANBT
83
American National Bank & Trust
Texas
$376 +$376 +27 New
SCM
84
Saba Capital Management
New York
– -$2.48M -186,020 Closed
ACM
85
Advent Capital Management
New York
– -$2M -150,000 Closed
AW
86
Atlas Wealth
Ohio
– -$2M -149,983 Closed
LSC
87
Logan Stone Capital
Illinois
– -$1.04M -78,102 Closed
GS
88
GTS Securities
New York
– -$481K -36,147 Closed
PHS
89
Pekin Hardy Strauss
Illinois
– -$348K -26,150 Closed
Millennium Management
90
Millennium Management
New York
– -$271K -20,345 Closed
CAP
91
Columbia Advisory Partners
Washington
– -$144K -10,839 Closed
IA
92
IFP Advisors
Florida
– -$9.99K -750 Closed
FWM
93
Focused Wealth Management
New York
– -$4K -300 Closed
RCM
94
Raleigh Capital Management
North Carolina
– -$9 -1 Closed
Fidelity Investments
95
Fidelity Investments
Massachusetts
– -$13 -1 Closed
1 2 3
4