FTHY

First Trust High Yield Opportunities 2027 Term Fund

86 hedge funds and large institutions have $211M invested in First Trust High Yield Opportunities 2027 Term Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
38
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$42.7M +$94K +6,506 +0.2%
SIA
2
Sit Investment Associates
Minnesota
$18.9M +$7.07M +489,469 +60%
KIG
3
Kennedy Investment Group
New Jersey
$16.7M -$246K -17,025 -1%
RCM
4
Rivernorth Capital Management
Florida
$15.7M +$2.42M +167,348 +18%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.7M -$123K -8,544 -1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$9.65M -$437K -30,261 -4%
HA
7
Huntleigh Advisors
Missouri
$8.36M +$553K +38,281 +7%
PAIM
8
Punch & Associates Investment Management
Minnesota
$8.03M -$142K -9,856 -2%
AWA
9
Arete Wealth Advisors
Illinois
$7.49M +$32.1K +2,224 +0.4%
DADC
10
D.A. Davidson & Co
Montana
$6.52M +$173K +11,985 +3%
COLIM
11
City of London Investment Management
United Kingdom
$5.27M +$260K +18,021 +5%
PCM
12
Penserra Capital Management
California
$5.09M +$90.6K +6,268 +2%
WCM
13
Winebrenner Capital Management
Kentucky
$4.91M +$12.9K +891 +0.3%
NA
14
NewEdge Advisors
Louisiana
$4.88M +$57.5K +3,982 +1%
LPL Financial
15
LPL Financial
California
$3.45M +$339K +23,429 +11%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.23M +$207K +14,314 +7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.24M +$69.3K +4,794 +3%
OIM
18
Oder Investment Management
California
$2.19M +$27.2K +1,881 +1%
PAG
19
Private Advisory Group
Washington
$2.1M
KAS
20
Kestra Advisory Services
Texas
$2.1M -$226K -15,672 -10%
APW
21
Aurora Private Wealth
New Jersey
$1.86M +$162K +11,210 +10%
WS
22
Wedbush Securities
California
$1.78M +$286K +19,766 +19%
SFS
23
Shaker Financial Services
Virginia
$1.73M +$1.02M +70,421 +143%
IWC
24
Integrated Wealth Concepts
Massachusetts
$1.66M -$223K -15,454 -12%
TA
25
TFB Advisors
Kansas
$1.6M +$40.9K +2,831 +3%