FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

Overview Fund Activity

36 hedge funds and large institutions have $160M invested in First Trust High Yield Opportunities 2027 Term Fund in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
17
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$12.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$67.1M
3
PAG
3
Private Advisory Group
Washington
$10.6M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.61M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
AIC
2
Ameritas Investment Company
Nebraska
$0
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$0
5
MC
5
Matisse Capital
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$67.1M 3,264,598 +193,186 +6%
PCM
2
Penserra Capital Management
California
$12.8M 621,151 +621,151 New
PAG
3
Private Advisory Group
Washington
$10.6M 514,911 +59,195 +13%
AWA
4
Arete Wealth Advisors
Illinois
$8.63M 420,095 +19,567 +5%
PAIM
5
Punch & Associates Investment Management
Minnesota
$8.36M 406,753 -3,381 -0.8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7.51M 365,586 -1,536 -0.4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$7.2M 350,288 +41,268 +13%
KAS
8
Kestra Advisory Services
Texas
$6.03M 293,539 +3,304 +1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.61M 272,807 +36,333 +15%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$4.08M 198,706 -4,440 -2%
SMF
11
Sterling Manor Financial
New York
$3.67M 178,772 -806 -0.4%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.61M 175,806 +8,604 +5%
IAIM
13
International Assets Investment Management
Florida
$2.08M 101,178 +10,599 +12%
KPWS
14
Kestra Private Wealth Services
Texas
$1.97M 95,874 -2,500 -3%
TFS
15
Thoroughbred Financial Services
Tennessee
$1.28M 62,500 – –
Invesco
16
Invesco
Georgia
$1.07M 51,988 +32,171 +162%
DADC
17
D.A. Davidson & Co
Montana
$1.01M 48,947 +13,329 +37%
BRWM
18
B. Riley Wealth Management
Tennessee
$976K 47,517 -1,250 -3%
WS
19
Wedbush Securities
California
$903K 43,938 +7,670 +21%
NCM
20
Narwhal Capital Management
Georgia
$873K 42,498 +5,164 +14%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$688K 33,462 +4,262 +15%
BRWA
22
B. Riley Wealth Advisors
Florida
$669K 32,891 -2,124 -6%
COLIM
23
City of London Investment Management
United Kingdom
$632K 30,733 +30,733 New
KA
24
Kovack Advisors
Florida
$441K 21,450 -2,400 -10%
CFGS
25
Concourse Financial Group Securities
Alabama
$386K 18,800 +1,500 +9%
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