FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

Overview Fund Activity

80 hedge funds and large institutions have $5.72B invested in First Trust High Yield Opportunities 2027 Term Fund in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
80
Holders Change
+19
Holders Change %
+31.15%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
26
Increased
21
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$13M
2
COLIM
2
City of London Investment Management
United Kingdom
$9.16M
3
LSC
3
Logan Stone Capital
Illinois
$4.42M
4
SCM
4
Saba Capital Management
New York
$3.61M
5
SIA
5
Sit Investment Associates
Minnesota
$3.3M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$5.54B
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$191K
3
AAS
3
Ameritas Advisory Services
Nebraska
$670K
4
BlackRock
4
BlackRock
New York
$0
5
SWM
5
Spire Wealth Management
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$5.54B 411,088 -75,335 -15%
Morgan Stanley
2
Morgan Stanley
New York
$44.9M 3,331,438 -32,496 -1%
RCM
3
Rivernorth Capital Management
Florida
$19M 1,411,072 -37,250 -3%
PAIM
4
Punch & Associates Investment Management
Minnesota
$13M 964,472 +340,196 +54%
KIG
5
Kennedy Investment Group
New Jersey
$11.3M 840,496 +840,496 New
PCM
6
Penserra Capital Management
California
$9.41M 698,295 +62,732 +10%
COLIM
7
City of London Investment Management
United Kingdom
$9.16M 679,097 +300,651 +79%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$8.2M 608,367 -46,405 -7%
LSC
9
Logan Stone Capital
Illinois
$4.42M 327,875 +285,369 +671%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.16M 308,761 +8,971 +3%
SCM
11
Saba Capital Management
New York
$3.61M 267,541 +267,541 New
SIA
12
Sit Investment Associates
Minnesota
$3.3M 245,059 +245,059 New
DADC
13
D.A. Davidson & Co
Montana
$3.14M 232,900 +132,426 +132%
RVPG
14
Relative Value Partners Group
$3.08M 228,209 +173,373 +316%
1CP
15
1607 Capital Partners
Virginia
$2.67M 197,900 +49,500 +33%
KAS
16
Kestra Advisory Services
Texas
$2.38M 176,543 -57,732 -25%
PAG
17
Private Advisory Group
Washington
$2.34M 173,752 -6,077 -3%
WEG
18
World Equity Group
Illinois
$1.93M 142,860 -12,748 -8%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.92M 142,152 -60,436 -30%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.85M 137,405 -17,859 -12%
TA
21
TFB Advisors
Kansas
$1.65M 122,136 +122,136 New
WAM
22
Wolverine Asset Management
Illinois
$1.51M 112,036 +34,270 +44%
CWM
23
Catalyst Wealth Management
Georgia
$1.48M 109,454 +109,454 New
OIM
24
Oder Investment Management
California
$1.41M 104,658 +8,451 +9%
IWC
25
Integrated Wealth Concepts
Massachusetts
$1.2M 88,619 +12,111 +16%
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