FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

Overview Fund Activity

79 hedge funds and large institutions have $190M invested in First Trust High Yield Opportunities 2027 Term Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 3 closing their positions.

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
34
Reduced
26
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$9.29M
2
Morgan Stanley
2
Morgan Stanley
New York
$46.4M
3
MC
3
Meteora Capital
Florida
$1.48M
4
BFM
4
Boothbay Fund Management
New York
$1.11M
5
KPWS
5
Kestra Private Wealth Services
Texas
$1.23M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$3.61M
2
LSC
2
Logan Stone Capital
Illinois
$1.04M
3
SCM
3
Saba Capital Management
New York
$2.48M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.17M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.19M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$46.4M 3,482,635 +160,690 +5%
RCM
2
Rivernorth Capital Management
Florida
$18.5M 1,389,499 -21,100 -1%
KIG
3
Kennedy Investment Group
New Jersey
$14.3M 1,071,872 +47,283 +5%
PAIM
4
Punch & Associates Investment Management
Minnesota
$11.9M 891,445 +19,030 +2%
SIA
5
Sit Investment Associates
Minnesota
$9.29M 697,124 +319,242 +84%
COLIM
6
City of London Investment Management
United Kingdom
$9.21M 691,753 +5,200 +0.8%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.17M 613,336 -31,626 -5%
AWA
8
Arete Wealth Advisors
Illinois
$7.18M 538,955 +15,551 +3%
DADC
9
D.A. Davidson & Co
Montana
$5.07M 380,565 +13,751 +4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.95M 371,488 +34,799 +10%
PCM
11
Penserra Capital Management
California
$3.61M 273,809 -256,419 -48%
IWC
12
Integrated Wealth Concepts
Massachusetts
$3.03M 227,770 -21,959 -9%
BIM
13
Bullseye Investment Management
Ohio
$2.92M 219,322 +3,351 +2%
1CP
14
1607 Capital Partners
Virginia
$2.64M 197,900 – –
KAS
15
Kestra Advisory Services
Texas
$2.53M 189,719 -6,594 -3%
SCM
16
Saba Capital Management
New York
$2.48M 186,020 -35,126 -16%
RVPG
17
Relative Value Partners Group
$2.33M 174,945 -9,367 -5%
PAG
18
Private Advisory Group
Washington
$2.2M 164,852 -7,131 -4%
ACM
19
Advent Capital Management
New York
$2M 150,000 – –
AW
20
Atlas Wealth
Ohio
$2M 149,983 +50,967 +51%
WEG
21
World Equity Group
Illinois
$1.92M 144,012 +2,060 +1%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.84M 137,784 +10,517 +8%
TA
23
TFB Advisors
Kansas
$1.77M 132,799 -6,619 -5%
AA
24
AQR Arbitrage
Connecticut
$1.53M 114,741 +56,896 +98%
MC
25
Meteora Capital
Florida
$1.48M 110,863 +110,863 New
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