FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

Overview Fund Activity

87 hedge funds and large institutions have $204M 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, 32 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+8
Holders Change %
+10.13%
% of All Funds
1.16%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
15
Increased
32
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$11.8M
2
AWA
2
Arete Wealth Advisors
Illinois
$7.47M
3
LPL Financial
3
LPL Financial
California
$3.12M
4
SFS
4
Shaker Financial Services
Virginia
$715K
5
CW
5
CreativeOne Wealth
Kansas
$463K

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$232K
2
BIM
2
Bullseye Investment Management
Ohio
$1.06M
3
RCM
3
Rivernorth Capital Management
Florida
$13.3M
4
SA
4
Sanctuary Advisors
Indiana
$0
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$190K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$42.7M -$353K -24,360 -0.8%
KIG
2
Kennedy Investment Group
New Jersey
$16.9M -$378K -26,098 -2%
RCM
3
Rivernorth Capital Management
Florida
$13.3M -$1.33M -91,693 -9%
SIA
4
Sit Investment Associates
Minnesota
$11.8M +$10.7M +742,000 +977%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.9M +$354K +24,472 +3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$10.1M +$453K +31,291 +5%
PAIM
7
Punch & Associates Investment Management
Minnesota
$8.19M -$214K -14,767 -3%
HA
8
Huntleigh Advisors
Missouri
$7.83M +$7.83M +540,473 New
AWA
9
Arete Wealth Advisors
Illinois
$7.47M +$855K +59,150 +13%
DADC
10
D.A. Davidson & Co
Montana
$6.36M +$220K +15,198 +4%
Stifel Financial
11
Stifel Financial
Missouri
$5.23M +$177K +12,203 +3%
COLIM
12
City of London Investment Management
United Kingdom
$5.02M -$176K -12,144 -3%
PCM
13
Penserra Capital Management
California
$5.01M +$337K +23,303 +7%
WCM
14
Winebrenner Capital Management
Kentucky
$4.9M +$4.9M +338,639 New
NA
15
NewEdge Advisors
Louisiana
$4.83M +$301K +20,785 +7%
LPL Financial
16
LPL Financial
California
$3.12M +$748K +51,678 +32%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.03M +$235K +16,259 +8%
KAS
18
Kestra Advisory Services
Texas
$2.33M +$97.1K +6,706 +4%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.17M +$275K +18,966 +14%
OIM
20
Oder Investment Management
California
$2.17M +$30.9K +2,133 +1%
PAG
21
Private Advisory Group
Washington
$2.11M -$1.3K -90 -0.1%
IWC
22
Integrated Wealth Concepts
Massachusetts
$1.88M -$40.7K -2,808 -2%
WEG
23
World Equity Group
Illinois
$1.77M -$80.6K -5,568 -4%
APW
24
Aurora Private Wealth
New Jersey
$1.7M +$399K +27,517 +31%
TA
25
TFB Advisors
Kansas
$1.56M -$18.2K -1,260 -1%
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