FTHY

First Trust High Yield Opportunities 2027 Term Fund

80 hedge funds and large institutions have $179M invested in First Trust High Yield Opportunities 2027 Term Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
80
Holders Change
Holders Change %
0%
% 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
11
Increased
31
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$42.4M +$453K +31,655 +1%
RCM
2
Rivernorth Capital Management
Florida
$17.9M -$258 -18 -0%
KIG
3
Kennedy Investment Group
New Jersey
$17.3M +$226K +15,750 +1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.5M -$1.28M -89,473 -11%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.86M +$563K +39,287 +6%
PAIM
6
Punch & Associates Investment Management
Minnesota
$8.69M +$1.74M +121,477 +25%
COLIM
7
City of London Investment Management
United Kingdom
$8.05M -$5.83M -406,874 -42%
DADC
8
D.A. Davidson & Co
Montana
$7.05M +$291K +20,336 +4%
AWA
9
Arete Wealth Advisors
Illinois
$6.62M -$724K -50,544 -10%
AW
10
Atlas Wealth
Ohio
$5.17M +$5.17M +363,661 New
Osaic Holdings
11
Osaic Holdings
Arizona
$2.95M +$610K +42,780 +26%
KAS
12
Kestra Advisory Services
Texas
$2.68M -$163K -11,385 -6%
1CP
13
1607 Capital Partners
Virginia
$2.66M -$623K -43,488 -19%
LPL Financial
14
LPL Financial
California
$2.33M -$50.7K -3,542 -2%
PAG
15
Private Advisory Group
Washington
$2.09M -$6.46K -451 -0.3%
IWC
16
Integrated Wealth Concepts
Massachusetts
$2.03M -$141K -9,863 -7%
OIM
17
Oder Investment Management
California
$2.03M +$54K +3,772 +3%
BIM
18
Bullseye Investment Management
Ohio
$1.96M -$1.05M -71,502 -35%
WEG
19
World Equity Group
Illinois
$1.86M -$82.7K -5,774 -4%
Stifel Financial
20
Stifel Financial
Missouri
$1.72M +$1.35M +94,489 +366%
TA
21
TFB Advisors
Kansas
$1.61M -$107K -7,500 -6%
WS
22
Wedbush Securities
California
$1.43M +$348K +24,326 +32%
SA
23
Sanctuary Advisors
Indiana
$1.2M +$1.2M +85,000 New
KPWS
24
Kestra Private Wealth Services
Texas
$1.19M -$69.2K -4,835 -5%
OC
25
Oppenheimer & Co
New York
$1.14M +$34K +2,375 +3%