FTHY

First Trust High Yield Opportunities 2027 Term Fund

80 hedge funds and large institutions have $197M invested in First Trust High Yield Opportunities 2027 Term Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-2
Holders Change %
-2.44%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
31
Reduced
30
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
76
Bank of America
North Carolina
$7.27K +$7.27K +500 New
GJIA
77
Glass Jacobson Investment Advisors
Maryland
$5.53K
BHWM
78
Beaird Harris Wealth Management
Texas
$4.58K
BBPWM
79
Blue Bell Private Wealth Management
Pennsylvania
$1.02K
AssetMark Inc
80
AssetMark Inc
California
$596 +$596 +41 New
PCM
81
Penserra Capital Management
California
-$4.1M -294,166 Closed
WAM
82
Wolverine Asset Management
Illinois
-$452K -32,469 Closed
MC
83
Matisse Capital
Oregon
-$374K -26,877 Closed
FSI
84
Flow State Investments
Illinois
-$258K -18,531 Closed
Nomura Holdings
85
Nomura Holdings
Japan
-$178K -12,774 Closed
WI
86
Wintrust Investments
Illinois
-$170K -12,220 Closed
KA
87
Kovack Advisors
Florida
-$156K -11,200 Closed
EC
88
Elequin Capital
New York
-$154K -11,020 Closed
VF
89
Virtu Financial
New York
-$145K -10,397 Closed
Wells Fargo
90
Wells Fargo
California
-$111K -8,000 Closed
GWM
91
Geneos Wealth Management
Colorado
-$38.7K -2,778 Closed
BFEC
92
Benjamin F. Edwards & Company
Missouri
-$23K -1,650 Closed
GI
93
Gradient Investments
Minnesota
-$5.57K -400 Closed
ANBT
94
American National Bank & Trust
Texas
-$376 -27 Closed
HNB
95
Huntington National Bank
Ohio
-$4.49K