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, 34 increasing their positions, 27 reducing their positions, and 5 closing their positions.
315% more capital inflows, than outflows
Capital inflows: $33.3M | Capital outflows: $8.04M
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
26% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 27
10% more funds holding
Funds holding: 80 → 88 (+8)
4.56% more ownership
Funds ownership: 34.14% → 38.7% (+4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sit Investment Associates
Minneapolis,
Minnesota
|
+$10.9M |
| 2 |
Arete Wealth Advisors
Chicago,
Illinois
|
+$871K |
| 3 |
LPL Financial
San Diego,
California
|
+$761K |
| 4 |
Shaker Financial Services
Arlington,
Virginia
|
+$514K |
| 5 |
CreativeOne Wealth
Overland Park,
Kansas
|
+$471K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bullseye Investment Management
Cincinnati,
Ohio
|
-$1.43M |
| 2 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.35M |
| 3 |
Sanctuary Advisors
Indianapolis,
Indiana
|
-$940K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$591K |
| 5 |
1607 Capital Partners
Richmond,
Virginia
|
-$558K |
FTHY Hedge Fund Activity: Q4 2024 in Review
88 of the 7,622 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 8.6% from $190M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FTHY positions and 5 closed out — a net gain of 10 holders — while 34 added to existing stakes and 27 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $10.9M. The largest seller was Bullseye Investment Management, cutting an estimated $1.43M.
- 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 8.6% 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 Bullseye Investment Management, an estimated $1.43M sold.
Based on aggregated 13F filings for Q4 2024.