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FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

16 hedge funds and large institutions have $38.4M invested in First Trust High Yield Opportunities 2027 Term Fund in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
16
Holders Change
+16
Holders Change %
–
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisory Group
Washington
+$9.07M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.12M
3
AWA
Arete Wealth Advisors
Illinois
+$6.81M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.47M
5
CRWM
Castle Rock Wealth Management
California
+$2.4M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
1
Private Advisory Group
Washington
$9.11M +$9.07M +450,450 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7.15M +$7.12M +353,802 New
AWA
3
Arete Wealth Advisors
Illinois
$6.84M +$6.81M +338,486 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.49M +$3.47M +172,555 New
CRWM
5
Castle Rock Wealth Management
California
$2.45M +$2.4M +119,200 New
22CM
6
20/20 Capital Management
California
$2.14M +$2.09M +103,674 New
IFG
7
Independent Financial Group
California
$1.86M +$1.86M +92,203 New
WCFA
8
Walkner Condon Financial Advisors
Wisconsin
$1.7M +$1.7M +84,200 New
BRWA
9
B. Riley Wealth Advisors
Florida
$1.11M +$1.11M +55,000 New
KA
10
Kovack Advisors
Florida
$617K +$614K +30,500 New
Osaic Holdings
11
Osaic Holdings
Arizona
$536K +$534K +26,500 New
AW
12
ACG Wealth
Georgia
$533K +$531K +26,350 New
WP
13
WealthPLAN Partners
Nebraska
$475K +$456K +22,625 New
TFS
14
Thoroughbred Financial Services
Tennessee
$253K +$252K +12,500 New
Morgan Stanley
15
Morgan Stanley
New York
$111K +$110K +5,485 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$10K +$10.1K +500 New

FTHY Hedge Fund Activity: Q2 2020 in Review

16 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in First Trust High Yield Opportunities 2027 Term Fund (FTHY) for Q2 2020, worth a combined $38.4M.

Buyers outnumbered sellers: 16 funds opened new FTHY positions and 0 closed out — a net gain of 16 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Private Advisory Group, opening a new position worth an estimated $9.07M.

  • 16 institutional investors held First Trust High Yield Opportunities 2027 Term Fund (FTHY) as of Q2 2020, up from 0 in Q1 2020.
  • Funds reported $38.4M of First Trust High Yield Opportunities 2027 Term Fund stock for Q2 2020.
  • 16 funds opened new First Trust High Yield Opportunities 2027 Term Fund positions in Q2 2020 and 0 closed out, a net change of +16 holders.
  • The largest First Trust High Yield Opportunities 2027 Term Fund buyer in Q2 2020 was Private Advisory Group, an estimated $9.07M added.

Based on aggregated 13F filings for Q2 2020.