FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

Overview Fund Activity

72 hedge funds and large institutions have $177M invested in First Trust High Yield Opportunities 2027 Term Fund in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-8
Holders Change %
-10%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
30
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Advent Capital Management
New York
$2.11M
2
SFS
2
Shaker Financial Services
Virginia
$2.11M
3
BIM
3
Bullseye Investment Management
Ohio
$2.74M
4
AWA
4
Arete Wealth Advisors
Illinois
$7.19M
5
Morgan Stanley
5
Morgan Stanley
New York
$47.9M

Top Sellers

1
WEG
1
World Equity Group
Illinois
$2.1M
2
PCM
2
Penserra Capital Management
California
$6.88M
3
WAM
3
Wolverine Asset Management
Illinois
$144K
4
LSC
4
Logan Stone Capital
Illinois
$2.77M
5
AWM
5
Axxcess Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$47.9M +$1.42M +101,944 +3%
RCM
2
Rivernorth Capital Management
Florida
$19.7M -$6.6K -473 -0%
PAIM
3
Punch & Associates Investment Management
Minnesota
$12.9M -$540K -38,713 -4%
KIG
4
Kennedy Investment Group
New Jersey
$12.8M +$1.12M +79,970 +10%
COLIM
5
City of London Investment Management
United Kingdom
$9.25M -$259K -18,493 -3%
AWA
6
Arete Wealth Advisors
Illinois
$7.19M +$1.46M +104,240 +25%
PCM
7
Penserra Capital Management
California
$6.88M -$2.78M -201,126 -29%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.45M +$139K +9,981 +3%
DADC
9
D.A. Davidson & Co
Montana
$3.71M +$460K +32,928 +14%
SIA
10
Sit Investment Associates
Minnesota
$3.61M +$192K +13,730 +6%
SCM
11
Saba Capital Management
New York
$3.57M -$168K -12,001 -4%
RVPG
12
Relative Value Partners Group
$2.89M -$296K -21,239 -9%
LSC
13
Logan Stone Capital
Illinois
$2.77M -$1.4M -110,207 -34%
1CP
14
1607 Capital Partners
Virginia
$2.76M – – –
BIM
15
Bullseye Investment Management
Ohio
$2.74M +$1.54M +110,542 +129%
KAS
16
Kestra Advisory Services
Texas
$2.71M +$247K +17,676 +10%
PAG
17
Private Advisory Group
Washington
$2.42M -$8.38K -600 -0.3%
ACM
18
Advent Capital Management
New York
$2.11M +$2.11M +151,380 New
SFS
19
Shaker Financial Services
Virginia
$2.11M +$1.66M +119,143 +370%
WEG
20
World Equity Group
Illinois
$2.1M -$3.12M -85,367 -60%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.94M -$18.6K -1,350 -0.9%
TA
22
TFB Advisors
Kansas
$1.78M +$74.6K +5,342 +4%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.75M -$164K -11,749 -9%
OIM
24
Oder Investment Management
California
$1.59M +$124K +8,893 +8%
CWM
25
Catalyst Wealth Management
Georgia
$1.34M -$187K -13,431 -12%
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