FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

Overview Fund Activity

37 hedge funds and large institutions have $130M invested in First Trust High Yield Opportunities 2027 Term Fund in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
19
Reduced
6
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.4M
2
RCM
2
Rivernorth Capital Management
Florida
$3.61M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.15M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$7.64M
5
IAIM
5
International Assets Investment Management
Florida
$2.43M

Top Sellers

1
CRWM
1
Castle Rock Wealth Management
California
$0
2
WCFA
2
Walkner Condon Financial Advisors
Wisconsin
$0
3
Millennium Management
3
Millennium Management
New York
$0
4
MCC
4
Money Concepts Capital
Florida
$0
5
AIC
5
Ameritas Investment Company
Nebraska
$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$52.4M +$13.6M +686,718 +35%
PAG
2
Private Advisory Group
Washington
$9.08M +$180K +9,092 +2%
PAIM
3
Punch & Associates Investment Management
Minnesota
$7.64M +$1.64M +82,514 +27%
AWA
4
Arete Wealth Advisors
Illinois
$7.55M +$917K +46,193 +14%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.18M +$196K +9,854 +3%
KAS
6
Kestra Advisory Services
Texas
$5.72M +$914K +46,052 +19%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.98M +$1.24M +62,487 +33%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.15M +$2.78M +140,076 +204%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.94M -$310K -15,624 -7%
SMF
10
Sterling Manor Financial
New York
$3.63M +$10.1K +507 +0.3%
RCM
11
Rivernorth Capital Management
Florida
$3.61M +$3.61M +181,963 New
Osaic Holdings
12
Osaic Holdings
Arizona
$2.92M +$673K +33,837 +30%
IAIM
13
International Assets Investment Management
Florida
$2.43M +$1.52M +76,110 +169%
22CM
14
20/20 Capital Management
California
$1.88M -$98.8K -4,979 -5%
KPWS
15
Kestra Private Wealth Services
Texas
$1.83M +$1.01M +50,860 +123%
AIC
16
Ameritas Investment Company
Nebraska
$1.68M -$414K -20,867 -20%
SWM
17
Spire Wealth Management
Virginia
$1.5M +$1.5M +76,836 New
TFS
18
Thoroughbred Financial Services
Tennessee
$1.24M – – –
BRWM
19
B. Riley Wealth Management
Tennessee
$1M -$2.98K -150 -0.3%
WS
20
Wedbush Securities
California
$796K +$317K +15,966 +66%
BRWA
21
B. Riley Wealth Advisors
Florida
$699K -$261 -13 -0%
DADC
22
D.A. Davidson & Co
Montana
$643K +$79.4K +4,000 +14%
NCM
23
Narwhal Capital Management
Georgia
$606K +$606K +30,520 New
KA
24
Kovack Advisors
Florida
$473K -$188K -9,500 -28%
AWA
25
Arkadios Wealth Advisors
Georgia
$357K +$85.8K +4,320 +32%
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