FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

Overview Fund Activity

82 hedge funds and large institutions have $253M invested in First Trust High Yield Opportunities 2027 Term Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
28
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$96.4M
2
RVPG
2
Relative Value Partners Group
$5.83M
3
COLIM
3
City of London Investment Management
United Kingdom
$13M
4
LCM
4
Landscape Capital Management
New Jersey
$1.52M
5
AA
5
AQR Arbitrage
Connecticut
$3.08M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$0
2
ACM
2
Advent Capital Management
New York
$0
3
AW
3
Atlas Wealth
Ohio
$0
4
LSC
4
Logan Stone Capital
Illinois
$0
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$2.64M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$96.4M 6,923,372 +3,440,737 +99%
RCM
2
Rivernorth Capital Management
Florida
$19.4M 1,389,499 – –
KIG
3
Kennedy Investment Group
New Jersey
$15.7M 1,128,587 +56,715 +5%
COLIM
4
City of London Investment Management
United Kingdom
$13M 930,659 +238,906 +35%
PAIM
5
Punch & Associates Investment Management
Minnesota
$11.9M 852,975 -38,470 -4%
SIA
6
Sit Investment Associates
Minnesota
$9.69M 695,343 -1,781 -0.3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.78M 630,493 +17,157 +3%
AWA
8
Arete Wealth Advisors
Illinois
$7.25M 520,703 -18,252 -3%
DADC
9
D.A. Davidson & Co
Montana
$6.06M 435,036 +54,471 +14%
RVPG
10
Relative Value Partners Group
$5.83M 418,306 +243,361 +139%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.55M 398,724 +27,236 +7%
PCM
12
Penserra Capital Management
California
$4.1M 294,166 +20,357 +7%
1CP
13
1607 Capital Partners
Virginia
$3.1M 222,900 +25,000 +13%
AA
14
AQR Arbitrage
Connecticut
$3.08M 221,415 +106,674 +93%
BIM
15
Bullseye Investment Management
Ohio
$2.94M 211,154 -8,168 -4%
IWC
16
Integrated Wealth Concepts
Massachusetts
$2.64M 189,202 -38,568 -17%
KAS
17
Kestra Advisory Services
Texas
$2.3M 165,100 -24,619 -13%
PAG
18
Private Advisory Group
Washington
$2.16M 155,405 -9,447 -6%
WEG
19
World Equity Group
Illinois
$1.98M 142,419 -1,593 -1%
OIM
20
Oder Investment Management
California
$1.88M 134,947 +29,137 +28%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.7M 121,823 -15,961 -12%
TA
22
TFB Advisors
Kansas
$1.61M 115,313 -17,486 -13%
LCM
23
Landscape Capital Management
New Jersey
$1.52M 109,264 +109,264 New
MC
24
Meteora Capital
Florida
$1.41M 101,000 -9,863 -9%
KPWS
25
Kestra Private Wealth Services
Texas
$1.26M 90,437 -1,537 -2%
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