FTHY

First Trust High Yield Opportunities 2027 Term Fund

59 hedge funds and large institutions have $158M invested in First Trust High Yield Opportunities 2027 Term Fund in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 3 closing their positions.

Holders
59
Holders Change
+13
Holders Change %
+28.26%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
16
Reduced
21
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$55.6M -$2.36M -135,694 -4%
RCM
2
Rivernorth Capital Management
Florida
$12.6M +$12.6M +723,182 New
AWA
3
Arete Wealth Advisors
Illinois
$10.9M +$1.46M +75,256 +15%
PAIM
4
Punch & Associates Investment Management
Minnesota
$9.28M +$1.98M +113,564 +27%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.89M +$893K +51,302 +13%
PCM
6
Penserra Capital Management
California
$6.51M -$4.46M -255,971 -41%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.46M -$123K -7,064 -2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.74M +$908K +52,157 +19%
AAS
9
Ameritas Advisory Services
Nebraska
$5.23M +$263K +15,132 +5%
PAG
10
Private Advisory Group
Washington
$3.96M -$5.11M -293,506 -56%
KAS
11
Kestra Advisory Services
Texas
$3.86M -$714K -41,005 -16%
SMF
12
Sterling Manor Financial
New York
$2.84M -$267K -15,332 -9%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.71M -$808K -46,430 -23%
WEG
14
World Equity Group
Illinois
$2.63M +$2.63M +151,081 New
WAM
15
Wolverine Asset Management
Illinois
$2M +$2M +114,835 New
AWM
16
Axxcess Wealth Management
California
$1.73M -$31.5K -1,808 -2%
KPWS
17
Kestra Private Wealth Services
Texas
$1.64M -$25.8K -1,481 -2%
OIM
18
Oder Investment Management
California
$1.45M +$1.45M +83,392 New
Osaic Holdings
19
Osaic Holdings
Arizona
$1.28M -$234K -31,570 -15%
DADC
20
D.A. Davidson & Co
Montana
$1.24M +$282K +16,209 +29%
TFS
21
Thoroughbred Financial Services
Tennessee
$1.13M +$43.5K +2,500 +4%
CA
22
CoreCap Advisors
Michigan
$911K -$75.8K -4,352 -8%
LPL Financial
23
LPL Financial
California
$721K +$16K +916 +2%
NCM
24
Narwhal Capital Management
Georgia
$683K +$113K +6,464 +20%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$600K