FTHY

First Trust High Yield Opportunities 2027 Term Fund

79 hedge funds and large institutions have $187M invested in First Trust High Yield Opportunities 2027 Term Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
-1
Holders Change %
-1.25%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
31
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$44.9M +$197K +13,060 +0.4%
KIG
2
Kennedy Investment Group
New Jersey
$18.1M -$160K -10,568 -0.9%
RCM
3
Rivernorth Capital Management
Florida
$15.3M -$3.58M -236,615 -19%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$11M -$168K -11,132 -2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$10.1M -$325K -21,471 -3%
PAIM
6
Punch & Associates Investment Management
Minnesota
$8.78M -$403K -26,666 -4%
AWA
7
Arete Wealth Advisors
Illinois
$6.9M -$83.6K -5,534 -1%
DADC
8
D.A. Davidson & Co
Montana
$6.42M -$1.03M -67,805 -14%
COLIM
9
City of London Investment Management
United Kingdom
$5.42M -$3.08M -203,507 -36%
Stifel Financial
10
Stifel Financial
Missouri
$5.28M +$3.46M +228,860 +190%
PCM
11
Penserra Capital Management
California
$4.88M +$4.88M +322,642 New
NA
12
NewEdge Advisors
Louisiana
$4.73M +$4.01M +265,313 +561%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.92M -$202K -13,358 -6%
BIM
14
Bullseye Investment Management
Ohio
$2.51M +$546K +37,127 +28%
LPL Financial
15
LPL Financial
California
$2.48M +$16.3K +1,081 +0.7%
KAS
16
Kestra Advisory Services
Texas
$2.33M -$495K -32,720 -17%
OIM
17
Oder Investment Management
California
$2.23M +$95.7K +6,332 +4%
PAG
18
Private Advisory Group
Washington
$2.2M -$9.07K -600 -0.4%
IWC
19
Integrated Wealth Concepts
Massachusetts
$2.01M -$132K -8,718 -6%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.98M +$843K +55,744 +74%
WEG
21
World Equity Group
Illinois
$1.93M -$33.4K -2,207 -2%
Kovitz Investment Group Partners
22
Kovitz Investment Group Partners
Illinois
$1.78M +$1.78M +117,456 New
TA
23
TFB Advisors
Kansas
$1.65M -$47.8K -3,160 -3%
WS
24
Wedbush Securities
California
$1.52M +$8.32K +550 +0.5%
1CP
25
1607 Capital Partners
Virginia
$1.45M -$1.35M -89,332 -48%