FTHY

First Trust High Yield Opportunities 2027 Term Fund

46 hedge funds and large institutions have $175M invested in First Trust High Yield Opportunities 2027 Term Fund in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
46
Holders Change
+10
Holders Change %
+27.78%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
21
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$67.3M 3,327,329 +62,731 +2%
PCM
2
Penserra Capital Management
California
$12.7M 629,885 +8,734 +1%
PAG
3
Private Advisory Group
Washington
$10.5M 521,013 +6,102 +1%
AWA
4
Arete Wealth Advisors
Illinois
$10.2M 488,619 +68,524 +16%
PAIM
5
Punch & Associates Investment Management
Minnesota
$8.49M 419,705 +12,952 +3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$8.13M 401,951 +51,663 +15%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$7.64M 377,893 +12,307 +3%
AAS
8
Ameritas Advisory Services
Nebraska
$5.76M 285,018 +285,018 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.61M 277,632 +4,825 +2%
KAS
10
Kestra Advisory Services
Texas
$5.31M 262,566 -30,973 -11%
Osaic Holdings
11
Osaic Holdings
Arizona
$4.18M 204,757 +28,951 +16%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.09M 202,179 +3,473 +2%
SMF
13
Sterling Manor Financial
New York
$3.61M 178,555 -217 -0.1%
SWM
14
Spire Wealth Management
Virginia
$2.14M 105,970 +105,492 +22,069%
AWM
15
Axxcess Wealth Management
California
$2.05M 101,432 +101,432 New
KPWS
16
Kestra Private Wealth Services
Texas
$1.94M 95,874
IAIM
17
International Assets Investment Management
Florida
$1.55M 76,850 -24,328 -24%
IP
18
Ignite Planners
California
$1.36M 68,375 +68,375 New
TFS
19
Thoroughbred Financial Services
Tennessee
$1.26M 62,500
WS
20
Wedbush Securities
California
$1.22M 60,330 +16,392 +37%
CA
21
CoreCap Advisors
Michigan
$1.15M 56,686 +56,686 New
DADC
22
D.A. Davidson & Co
Montana
$1.11M 54,981 +6,034 +12%
BRWM
23
B. Riley Wealth Management
Tennessee
$986K 48,767 +1,250 +3%
LPL Financial
24
LPL Financial
California
$819K 40,487 +27,048 +201%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$696K 34,437 +975 +3%