First Trust High Yield Opportunities 2027 Term Fund
FTHY
87 hedge funds and large institutions have $213M 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, 24 reducing their positions, and 11 closing their positions.
58% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 24
1.37% more ownership
Funds ownership: 38.7% → 40.08% (+1.4%)
3% more capital invested
Capital invested by funds: $206M → $213M (+$6.87M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
1% less funds holding
Funds holding: 88 → 87 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$7.11M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$2.43M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.02M |
| 4 |
TCA
Transcend Capital Advisors
Madison,
New Jersey
|
+$946K |
| 5 |
HA
Huntleigh Advisors
St. Louis,
Missouri
|
+$556K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$3.88M |
| 2 |
BPWM
Black Point Wealth Management
Naples,
Florida
|
-$908K |
| 3 |
WEG
World Equity Group
Schaumburg,
Illinois
|
-$459K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$440K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$290K |
FTHY Hedge Fund Activity: Q1 2025 in Review
87 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust High Yield Opportunities 2027 Term Fund (FTHY) for Q1 2025, worth a combined $213M — up 3.3% from $206M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of FTHY and 10 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 38 added.
The largest buyer was Sit Investment Associates, adding an estimated $7.11M. The largest seller was Stifel Financial, cutting an estimated $3.88M.
- 87 institutional investors held First Trust High Yield Opportunities 2027 Term Fund (FTHY) as of Q1 2025, down from 88 in Q4 2024.
- Funds reported $213M of First Trust High Yield Opportunities 2027 Term Fund stock for Q1 2025, up 3.3% quarter-over-quarter.
- 10 funds opened new First Trust High Yield Opportunities 2027 Term Fund positions in Q1 2025 and 11 closed out, a net change of -1 holder.
- The largest First Trust High Yield Opportunities 2027 Term Fund buyer in Q1 2025 was Sit Investment Associates, an estimated $7.11M added.
- The largest First Trust High Yield Opportunities 2027 Term Fund seller in Q1 2025 was Stifel Financial, an estimated $3.88M sold.
Based on aggregated 13F filings for Q1 2025.