First Trust High Yield Opportunities 2027 Term Fund
FTHY
47 hedge funds and large institutions have $178M 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, 22 increasing their positions, 8 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
175% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 8
27% more funds holding
Funds holding: 37 → 47 (+10)
10% more capital invested
Capital invested by funds: $162M → $178M (+$15.8M)
2.7% more ownership
Funds ownership: 23.78% → 26.48% (+2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$2.17M |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$1.41M |
| 3 |
Morgan Stanley
New York
|
+$1.29M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.06M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$595K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$639K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$637K |
| 3 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$632K |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$500K |
| 5 |
NCM
Narwhal Capital Management
Marietta,
Georgia
|
-$200K |
FTHY Hedge Fund Activity: Q4 2021 in Review
47 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in First Trust High Yield Opportunities 2027 Term Fund (FTHY) for Q4 2021, worth a combined $178M — up 9.7% from $162M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FTHY positions and 2 closed out — a net gain of 11 holders — while 22 added to existing stakes and 8 trimmed.
The largest buyer was Spire Wealth Management, adding an estimated $2.17M. The largest seller was Invesco, cutting an estimated $639K.
- 47 institutional investors held First Trust High Yield Opportunities 2027 Term Fund (FTHY) as of Q4 2021, up from 37 in Q3 2021.
- Funds reported $178M of First Trust High Yield Opportunities 2027 Term Fund stock for Q4 2021, up 9.7% quarter-over-quarter.
- 13 funds opened new First Trust High Yield Opportunities 2027 Term Fund positions in Q4 2021 and 2 closed out, a net change of +11 holders.
- The largest First Trust High Yield Opportunities 2027 Term Fund buyer in Q4 2021 was Spire Wealth Management, an estimated $2.17M added.
- The largest First Trust High Yield Opportunities 2027 Term Fund seller in Q4 2021 was Invesco, an estimated $639K sold.
Based on aggregated 13F filings for Q4 2021.