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FTHY
First Trust High Yield Opportunities 2027 Term Fund
FTHY
FTHY
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
82% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 11
8% more funds holding
Funds holding: 88 → 95 (+7)
2.24% more ownership
Funds ownership: 40.62% → 42.86% (+2.2%)
2% more capital invested
Capital invested by funds: $216M → $222M (+$5.33M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
33% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 40
Holders
95
Holders Change
+7
Holders Change %
+7.95%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
27
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$5.55M |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$3.64M |
| 3 |
HA
Huntleigh Advisors
St. Louis,
Missouri
|
-$3.5M |
| 4 |
NCM
Narwhal Capital Management
Marietta,
Georgia
|
-$954K |
| 5 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
-$824K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
101
Steward Partners Investment Advisory
New York
| – | -$39.8K | -2,750 | Closed |
|
102
Rockefeller Capital Management
New York
| – | -$29K | -2,000 | Closed |
|
|
RA
103
Rise Advisors
Rochester,
New York
| – | -$20.2K | -1,394 | Closed |
|
|
FP
104
Financial Perspectives
Minneapolis,
Minnesota
| – | -$19.7K | -1,360 | Closed |
|
|
ADL
105
Asset Dedication LLC
San Francisco,
California
| – | -$1.55K | -107 | Closed |
|
106
Bank of America
Charlotte,
North Carolina
| – | -$14 | -1 | Closed |
|