FTHY

First Trust High Yield Opportunities 2027 Term Fund

38 hedge funds and large institutions have $147M invested in First Trust High Yield Opportunities 2027 Term Fund in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
20
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$61.6M 3,071,412 +431,309 +16%
PAG
2
Private Advisory Group
Washington
$9.14M 455,716 -1,826 -0.4%
PAIM
3
Punch & Associates Investment Management
Minnesota
$8.22M 410,134 +25,270 +7%
AWA
4
Arete Wealth Advisors
Illinois
$7.98M 400,528 +20,430 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.36M 367,122 +5,216 +1%
RCM
6
Rivernorth Capital Management
Florida
$6.38M 318,206 +136,243 +75%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.2M 309,020 +57,932 +23%
KAS
8
Kestra Advisory Services
Texas
$5.82M 290,235 +2,160 +0.7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.74M 236,474 +27,568 +13%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$4.07M 203,146 +4,727 +2%
SMF
11
Sterling Manor Financial
New York
$3.6M 179,578 -3,315 -2%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.35M 167,202 +20,528 +14%
AIC
13
Ameritas Investment Company
Nebraska
$3.25M 154,309 +69,843 +83%
KPWS
14
Kestra Private Wealth Services
Texas
$1.97M 98,374 +6,264 +7%
IAIM
15
International Assets Investment Management
Florida
$1.82M 90,579 -30,664 -25%
22CM
16
20/20 Capital Management
California
$1.63M 81,127 -13,685 -14%
TFS
17
Thoroughbred Financial Services
Tennessee
$1.25M 62,500
BRWM
18
B. Riley Wealth Management
Tennessee
$978K 48,767 -1,790 -4%
NCM
19
Narwhal Capital Management
Georgia
$749K 37,334 +6,814 +22%
WS
20
Wedbush Securities
California
$727K 36,268 -3,817 -10%
DADC
21
D.A. Davidson & Co
Montana
$714K 35,618 +3,218 +10%
BRWA
22
B. Riley Wealth Advisors
Florida
$700K 35,015 +199 +0.6%
WAM
23
Wolverine Asset Management
Illinois
$665K 33,198 +27,353 +468%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$585K 29,200 +15,150 +108%
KA
25
Kovack Advisors
Florida
$478K 23,850