FTHY

First Trust High Yield Opportunities 2027 Term Fund

95 hedge funds and large institutions have $222M invested in First Trust High Yield Opportunities 2027 Term Fund in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

33% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 40

Holders
95
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
76
N.E.W. Advisory Services
Wisconsin
$117K
CP
77
Camelot Portfolios
Ohio
$98.5K
Comerica Bank
78
Comerica Bank
Texas
$94.8K
SS
79
Sunbelt Securities
Texas
$50.2K
CI
80
CX Institutional
Indiana
$28K
AssetMark Inc
81
AssetMark Inc
California
$23.9K
PWPS
82
Pinnacle Wealth Planning Services
Ohio
$21.6K
CTA
83
Colonial Trust Advisors
South Carolina
$21.1K
PTC
84
Private Trust Company
Ohio
$21.1K
FGAM
85
Financial Gravity Asset Management
Texas
$17.3K
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$15.1K
PMFA
87
Plante Moran Financial Advisors
Michigan
$14.9K
AF
88
Allworth Financial
California
$14.1K
BBPWM
89
Blue Bell Private Wealth Management
Pennsylvania
$8.72K
AAP
90
Arax Advisory Partners
Colorado
$7.78K
GRP
91
Global Retirement Partners
California
$7.75K
GJIA
92
Glass Jacobson Investment Advisors
Maryland
$5.98K
WA
93
WPG Advisers
Maryland
$1.21K
FHA
94
Flagship Harbor Advisors
Massachusetts
$1.1K
EWA
95
EverSource Wealth Advisors
Alabama
$725
CPRC
96
Consolidated Portfolio Review Corp
New York
Citadel Advisors
97
Citadel Advisors
Florida
NC
98
NovaPoint Capital
Georgia
FFWM
99
Future Financial Wealth Management
Ohio
AAS
100
Ameritas Advisory Services
Nebraska