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FTHY

First Trust High Yield Opportunities 2027 Term Fund

89 hedge funds and large institutions have $220M invested in First Trust High Yield Opportunities 2027 Term Fund in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.26% more ownership

Funds ownership: 42.86%44.12% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $222M → $220M (-$2.14M)

6% less funds holding

Funds holding: 9589 (-6)

28% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 39

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
89
Holders Change
-6
Holders Change %
-6.32%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
28
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
76
Private Trust Company
Ohio
$20.3K
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$14.5K
PWPS
78
Pinnacle Wealth Planning Services
Ohio
$14.3K -$6.68K -481 -31%
AF
79
Allworth Financial
California
$13.5K
FGAM
80
Financial Gravity Asset Management
Texas
$10.5K -$6.29K -453 -37%
HI
81
Harbour Investments
Wisconsin
$9.72K +$9.97K +718 New
AssetMark Inc
82
AssetMark Inc
California
$9.66K -$13.7K -984 -58%
AAP
83
Arax Advisory Partners
Colorado
$7.48K
GJIA
84
Glass Jacobson Investment Advisors
Maryland
$5.75K
BBPWM
85
Blue Bell Private Wealth Management
Pennsylvania
$947 -$7.64K -550 -89%
EWA
86
EverSource Wealth Advisors
Alabama
$716 +$28 +2 +4%
WTC
87
WhitTier Trust Company
Nevada
$697 +$722 +52 New
Wells Fargo
88
Wells Fargo
California
$176 -$542K -39,000 -100%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$162 +$167 +12 New
BWA
90
BlueChip Wealth Advisors
Georgia
-$547K -38,850 Closed
WAM
91
Wolverine Asset Management
Illinois
-$407K -28,955 Closed
RAM
92
Readystate Asset Management
Illinois
-$403K -28,623 Closed
Jane Street
93
Jane Street
New York
-$320K -22,770 Closed
MFG
94
Merit Financial Group
Georgia
-$220K -15,666 Closed
Nomura Holdings
95
Nomura Holdings
Japan
-$196K -13,937 Closed
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
-$162K -11,539 Closed
CP
97
Camelot Portfolios
Ohio
-$98.5K -7,000 Closed
PMFA
98
Plante Moran Financial Advisors
Michigan
-$14.9K -1,060 Closed
WA
99
WPG Advisers
Maryland
-$1.21K -86 Closed
FHA
100
Flagship Harbor Advisors
Massachusetts
-$1.1K -77 Closed