First Trust High Yield Opportunities 2027 Term Fund
FTHY
88 hedge funds and large institutions have $206M invested in First Trust High Yield Opportunities 2027 Term Fund in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 5 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
200% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 5
18% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 28
10% more funds holding
Funds holding: 80 → 88 (+8)
9% more capital invested
Capital invested by funds: $189M → $206M (+$16.6M)
3.95% more ownership
Funds ownership: 34.75% → 38.7% (+4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$10.9M |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$871K |
| 3 |
LPL Financial
San Diego,
California
|
+$761K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$514K |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$471K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$3.31M |
| 2 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
-$1.43M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.35M |
| 4 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$940K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$591K |
FTHY Hedge Fund Activity: Q4 2024 in Review
88 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust High Yield Opportunities 2027 Term Fund (FTHY) for Q4 2024, worth a combined $206M — up 8.8% from $189M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FTHY positions and 5 closed out — a net gain of 10 holders — while 33 added to existing stakes and 28 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $10.9M. The largest seller was International Assets Investment Management, cutting an estimated $3.31M.
- 88 institutional investors held First Trust High Yield Opportunities 2027 Term Fund (FTHY) as of Q4 2024, up from 80 in Q3 2024.
- Funds reported $206M of First Trust High Yield Opportunities 2027 Term Fund stock for Q4 2024, up 8.8% quarter-over-quarter.
- 15 funds opened new First Trust High Yield Opportunities 2027 Term Fund positions in Q4 2024 and 5 closed out, a net change of +10 holders.
- The largest First Trust High Yield Opportunities 2027 Term Fund buyer in Q4 2024 was Sit Investment Associates, an estimated $10.9M added.
- The largest First Trust High Yield Opportunities 2027 Term Fund seller in Q4 2024 was International Assets Investment Management, an estimated $3.31M sold.
Based on aggregated 13F filings for Q4 2024.