FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

Overview Fund Activity

80 hedge funds and large institutions have $197M invested in First Trust High Yield Opportunities 2027 Term Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-2
Holders Change %
-2.44%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
31
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$12M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.41M
3
RJA
Raymond James & Associates
Florida
$2.36M
4
LPL Financial
LPL Financial
California
$2.42M
5
KIG
Kennedy Investment Group
New Jersey
$17.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$42.5M
2
SIA
Sit Investment Associates
Minnesota
$922K
3
PAIM
Punch & Associates Investment Management
Minnesota
$7.06M
4
PCM
Penserra Capital Management
California
$0
5
RCM
Rivernorth Capital Management
Florida
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$42.5M -$58.1M -3,997,186 -58%
RCM
2
Rivernorth Capital Management
Florida
$18.1M -$2.07M -142,606 -10%
KIG
3
Kennedy Investment Group
New Jersey
$17.3M +$906K +62,300 +6%
COLIM
4
City of London Investment Management
United Kingdom
$14.1M +$558K +38,343 +4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12M +$6.21M +427,368 +107%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$9.44M +$272K +18,685 +3%
AWA
7
Arete Wealth Advisors
Illinois
$7.46M -$110K -7,548 -1%
PAIM
8
Punch & Associates Investment Management
Minnesota
$7.06M -$5.34M -367,265 -43%
DADC
9
D.A. Davidson & Co
Montana
$6.86M +$534K +36,716 +8%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$6.41M +$6.12M +420,975 +2,122%
RVPG
11
Relative Value Partners Group
$5.86M -$71.9K -5,068 -1%
1CP
12
1607 Capital Partners
Virginia
$3.33M +$87.5K +6,015 +3%
BIM
13
Bullseye Investment Management
Ohio
$2.98M -$88K -6,051 -3%
KAS
14
Kestra Advisory Services
Texas
$2.88M +$484K +33,316 +20%
LPL Financial
15
LPL Financial
California
$2.42M +$1.21M +82,963 +99%
RJA
16
Raymond James & Associates
Florida
$2.36M +$1.26M +86,501 +114%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.35M +$602K +41,952 +34%
IWC
18
Integrated Wealth Concepts
Massachusetts
$2.2M -$549K -37,790 -20%
PAG
19
Private Advisory Group
Washington
$2.13M -$127K -8,732 -6%
OIM
20
Oder Investment Management
California
$2M +$39.8K +2,739 +2%
WEG
21
World Equity Group
Illinois
$1.97M -$97.1K -6,675 -5%
TA
22
TFB Advisors
Kansas
$1.69M +$62.5K +4,420 +4%
AA
23
AQR Arbitrage
Connecticut
$1.53M -$1.69M -116,219 -52%
KPWS
24
Kestra Private Wealth Services
Texas
$1.28M -$32.6K -2,239 -2%
BWA
25
BlueChip Wealth Advisors
Georgia
$1.27M +$214K +14,737 +20%
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