FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

Overview Fund Activity

74 hedge funds and large institutions have $188M invested in First Trust High Yield Opportunities 2027 Term Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 5 closing their positions.

Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
27
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$3.43M
2
SIA
2
Sit Investment Associates
Minnesota
$5.19M
3
KIG
3
Kennedy Investment Group
New Jersey
$14.1M
4
DADC
4
D.A. Davidson & Co
Montana
$5.03M
5
AWM
5
Apollon Wealth Management
South Carolina
$1.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.6M
2
SFS
2
Shaker Financial Services
Virginia
$670K
3
LSC
3
Logan Stone Capital
Illinois
$2.2M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$12M
5
AC
5
Almitas Capital
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$45.6M 3,321,945 -111,437 -3%
RCM
2
Rivernorth Capital Management
Florida
$19.4M 1,410,599 – –
KIG
3
Kennedy Investment Group
New Jersey
$14.1M 1,024,589 +104,123 +11%
PAIM
4
Punch & Associates Investment Management
Minnesota
$12M 872,415 -53,344 -6%
COLIM
5
City of London Investment Management
United Kingdom
$9.41M 686,553 +25,949 +4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$8.85M 644,962 +11,035 +2%
PCM
7
Penserra Capital Management
California
$7.21M 530,228 +33,059 +7%
AWA
8
Arete Wealth Advisors
Illinois
$7.18M 523,404 +8,076 +2%
SIA
9
Sit Investment Associates
Minnesota
$5.19M 377,882 +119,093 +46%
DADC
10
D.A. Davidson & Co
Montana
$5.03M 366,814 +100,986 +38%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.62M 336,689 +17,947 +6%
IWC
12
Integrated Wealth Concepts
Massachusetts
$3.43M 249,729 +160,804 +181%
SCM
13
Saba Capital Management
New York
$3.03M 221,146 -34,394 -13%
BIM
14
Bullseye Investment Management
Ohio
$2.96M 215,971 +19,822 +10%
1CP
15
1607 Capital Partners
Virginia
$2.72M 197,900 – –
KAS
16
Kestra Advisory Services
Texas
$2.69M 196,313 +2,094 +1%
RVPG
17
Relative Value Partners Group
$2.53M 184,312 -22,658 -11%
PAG
18
Private Advisory Group
Washington
$2.36M 171,983 -1,169 -0.7%
LSC
19
Logan Stone Capital
Illinois
$2.2M 160,575 -57,093 -26%
ACM
20
Advent Capital Management
New York
$2.06M 150,000 -1,380 -0.9%
WEG
21
World Equity Group
Illinois
$1.95M 141,952 +84,459 +147%
TA
22
TFB Advisors
Kansas
$1.91M 139,418 +11,940 +9%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.72M 127,267 -13,535 -10%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.61M 117,019 -8,637 -7%
OIM
25
Oder Investment Management
California
$1.57M 114,276 +725 +0.6%
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