FTHY

First Trust High Yield Opportunities 2027 Term Fund

86 hedge funds and large institutions have $211M invested in First Trust High Yield Opportunities 2027 Term Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
38
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$15.5K -$14.5K -1,000 -48%
Bank of America
77
Bank of America
North Carolina
$14.9K +$14.9K +1,030 New
NWMP
78
Noble Wealth Management PBC
Colorado
$11.6K +$11.6K +800 New
AAP
79
Arax Advisory Partners
Colorado
$7.99K +$7.99K +553 New
GJIA
80
Glass Jacobson Investment Advisors
Maryland
$5.87K
HNB
81
Huntington National Bank
Ohio
$5.66K -$5.68K
WA
82
WPG Advisers
Maryland
$1.73K +$1.73K +120 New
ADL
83
Asset Dedication LLC
California
$1.55K
BBPWM
84
Blue Bell Private Wealth Management
Pennsylvania
$1.01K
EWA
85
EverSource Wealth Advisors
Alabama
$688 -$5.26K -367 -88%
AssetMark Inc
86
AssetMark Inc
California
$592
CCM
87
Coldstream Capital Management
Washington
$376 +$376 +26 New
Wells Fargo
88
Wells Fargo
California
$2 -$10 -1 Closed
BPWM
89
Black Point Wealth Management
Florida
-$908K -62,707 Closed
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
-$222K -15,297 Closed
CAM
91
Cresset Asset Management
Illinois
-$161K -11,088 Closed
Jane Street
92
Jane Street
New York
-$159K -10,995 Closed
RP
93
Riverbridge Partners
Minnesota
-$152K -10,482 Closed
PCIA
94
Prime Capital Investment Advisors
Kansas
-$146K -10,062 Closed
EC
95
Elequin Capital
New York
-$106K -7,288 Closed
CFGS
96
Concourse Financial Group Securities
Alabama
-$86.9K -5,900 Closed
BTI
97
Blue Trust Inc
Georgia
-$8.76K -605 Closed
Fidelity Investments
98
Fidelity Investments
Massachusetts
-$14 -1 Closed