FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

Overview Fund Activity

68 hedge funds and large institutions have $158M invested in First Trust High Yield Opportunities 2027 Term Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
68
Holders Change
+9
Holders Change %
+15.25%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
20
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$21.3M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$5.04M
3
Morgan Stanley
3
Morgan Stanley
New York
$48.9M
4
BlackRock
4
BlackRock
New York
$2.12M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.45M

Top Sellers

1
SMF
1
Sterling Manor Financial
New York
$0
2
AWA
2
Arete Wealth Advisors
Illinois
$7.15M
3
AAS
3
Ameritas Advisory Services
Nebraska
$3.98M
4
NCM
4
Narwhal Capital Management
Georgia
$256K
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$48.9M +$2.49M +171,602 +5%
RCM
2
Rivernorth Capital Management
Florida
$21.3M +$10.8M +745,207 +103%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.45M +$1.86M +128,222 +28%
PAIM
4
Punch & Associates Investment Management
Minnesota
$7.85M +$104K +7,186 +1%
AWA
5
Arete Wealth Advisors
Illinois
$7.15M -$1.05M -72,166 -13%
PCM
6
Penserra Capital Management
California
$5.34M -$88.9K -6,121 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.27M -$118K -8,112 -2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.04M +$5.04M +346,819 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.69M -$102K -6,990 -2%
AAS
10
Ameritas Advisory Services
Nebraska
$3.98M -$381K -26,223 -9%
KAS
11
Kestra Advisory Services
Texas
$3.61M +$389K +26,797 +12%
PAG
12
Private Advisory Group
Washington
$3.03M -$281K -19,314 -8%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.38M -$148K -10,184 -6%
WEG
14
World Equity Group
Illinois
$2.22M +$28.8K +1,979 +1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.21M -$50K -3,444 -2%
BlackRock
16
BlackRock
New York
$2.12M +$2.12M +146,000 New
1CP
17
1607 Capital Partners
Virginia
$1.87M +$1.61M +111,000 +638%
COLIM
18
City of London Investment Management
United Kingdom
$1.86M +$1.86M +127,453 New
AWM
19
Axxcess Wealth Management
California
$1.68M +$229K +15,793 +16%
WAM
20
Wolverine Asset Management
Illinois
$1.38M -$289K -19,897 -17%
KPWS
21
Kestra Private Wealth Services
Texas
$1.38M +$4.58K +315 +0.3%
OIM
22
Oder Investment Management
California
$1.27M +$56.6K +3,893 +5%
SWM
23
Spire Wealth Management
Virginia
$1.27M +$1.26M +86,476 +11,058%
DADC
24
D.A. Davidson & Co
Montana
$1.16M +$130K +8,937 +13%
UBS Group
25
UBS Group
Switzerland
$1.08M +$836K +57,545 +349%
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