FTHY

First Trust High Yield Opportunities 2027 Term Fund

61 hedge funds and large institutions have $154M invested in First Trust High Yield Opportunities 2027 Term Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 12 closing their positions.

Holders
61
Holders Change
-7
Holders Change %
-10.29%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
30
Reduced
17
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$45.3M +$9.39K +697 +0%
RCM
2
Rivernorth Capital Management
Florida
$19.5M -$270K -20,067 -1%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.82M +$987K +73,297 +13%
PCM
4
Penserra Capital Management
California
$8.48M +$3.57M +267,770 +73%
PAIM
5
Punch & Associates Investment Management
Minnesota
$8.41M +$1.13M +83,821 +16%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$8.38M +$3.71M +275,489 +79%
AWA
7
Arete Wealth Advisors
Illinois
$6.55M -$71.2K -5,286 -1%
COLIM
8
City of London Investment Management
United Kingdom
$5.11M +$3.39M +250,993 +197%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.04M -$310K -23,009 -7%
KAS
10
Kestra Advisory Services
Texas
$3.16M -$190K -14,083 -6%
AAS
11
Ameritas Advisory Services
Nebraska
$2.83M -$863K -64,037 -23%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.73M +$533K +39,585 +24%
PAG
13
Private Advisory Group
Washington
$2.42M -$382K -28,364 -14%
WEG
14
World Equity Group
Illinois
$2.1M +$34.3K +2,548 +2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.09M +$39.9K +2,959 +2%
1CP
16
1607 Capital Partners
Virginia
$2M +$269K +20,000 +16%
BlackRock
17
BlackRock
New York
$1.97M
AWM
18
Axxcess Wealth Management
California
$1.43M -$129K -9,592 -8%
DADC
19
D.A. Davidson & Co
Montana
$1.35M +$274K +20,347 +25%
KPWS
20
Kestra Private Wealth Services
Texas
$1.33M +$53K +3,937 +4%
OIM
21
Oder Investment Management
California
$1.3M +$120K +8,922 +10%
SWM
22
Spire Wealth Management
Virginia
$1.08M -$90.9K -6,748 -8%
WAM
23
Wolverine Asset Management
Illinois
$1.05M -$231K -17,172 -18%
IWC
24
Integrated Wealth Concepts
Massachusetts
$1.03M +$551K +40,872 +115%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$887K -$4M -296,877 -82%