FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

Overview Fund Activity

24 hedge funds and large institutions have $74.1M invested in First Trust High Yield Opportunities 2027 Term Fund in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+9
Holders Change %
+60%
% of All Funds
0.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
9
Increased
10
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$26.4M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$3.27M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.39M
4
BRWM
B. Riley Wealth Management
Tennessee
$977K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$4.43M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$6.66M
2
AW
ACG Wealth
Georgia
$353K
3
PAG
Private Advisory Group
Washington
$9.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$26.4M +$26.2M +1,302,096 +23,739%
PAG
2
Private Advisory Group
Washington
$9.04M -$40.3K -2,000 -0.4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.18M +$49.9K +2,475 +0.7%
AWA
4
Arete Wealth Advisors
Illinois
$6.66M -$318K -15,414 -5%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.43M +$951K +47,212 +27%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.27M +$3.27M +162,473 New
KAS
7
Kestra Advisory Services
Texas
$3.18M +$3.18M +158,210 New
CRWM
8
Castle Rock Wealth Management
California
$2.98M +$564K +27,860 +23%
22CM
9
20/20 Capital Management
California
$2.11M +$17.5K +870 +0.8%
WCFA
10
Walkner Condon Financial Advisors
Wisconsin
$1.79M +$92.3K +4,583 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.39M +$1.38M +68,580 +13,716%
BRWA
12
B. Riley Wealth Advisors
Florida
$1.13M +$23.5K +1,163 +2%
BRWM
13
B. Riley Wealth Management
Tennessee
$977K +$977K +48,500 New
KA
14
Kovack Advisors
Florida
$672K +$57.4K +2,850 +9%
Osaic Holdings
15
Osaic Holdings
Arizona
$599K +$64.7K +3,210 +12%
WS
16
Wedbush Securities
California
$473K +$473K +23,447 New
WP
17
WealthPLAN Partners
Nebraska
$453K – – –
AW
18
ACG Wealth
Georgia
$353K -$177K -8,814 -33%
DADC
19
D.A. Davidson & Co
Montana
$335K +$335K +16,600 New
IAIM
20
International Assets Investment Management
Florida
$294K +$294K +14,590 New
TFS
21
Thoroughbred Financial Services
Tennessee
$251K – – –
FHC
22
First Heartland Consultants
Missouri
$212K +$212K +10,500 New
TRCT
23
Tower Research Capital (TRC)
New York
$1K +$1K +42 New