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
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$42.7M
SIA
2
Sit Investment Associates
Minnesota
$18.9M
KIG
3
Kennedy Investment Group
New Jersey
$16.7M
RCM
4
Rivernorth Capital Management
Florida
$15.7M
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.7M
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$9.65M
HA
7
Huntleigh Advisors
Missouri
$8.36M
PAIM
8
Punch & Associates Investment Management
Minnesota
$8.03M
AWA
9
Arete Wealth Advisors
Illinois
$7.49M
DADC
10
D.A. Davidson & Co
Montana
$6.52M
COLIM
11
City of London Investment Management
United Kingdom
$5.27M
PCM
12
Penserra Capital Management
California
$5.09M
WCM
13
Winebrenner Capital Management
Kentucky
$4.91M
NA
14
NewEdge Advisors
Louisiana
$4.88M
LPL Financial
15
LPL Financial
California
$3.45M
Osaic Holdings
16
Osaic Holdings
Arizona
$3.23M
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.24M
OIM
18
Oder Investment Management
California
$2.19M
PAG
19
Private Advisory Group
Washington
$2.1M
KAS
20
Kestra Advisory Services
Texas
$2.1M
APW
21
Aurora Private Wealth
New Jersey
$1.86M
WS
22
Wedbush Securities
California
$1.78M
SFS
23
Shaker Financial Services
Virginia
$1.73M
IWC
24
Integrated Wealth Concepts
Massachusetts
$1.66M
TA
25
TFB Advisors
Kansas
$1.6M