FTHY

First Trust High Yield Opportunities 2027 Term Fund

86 hedge funds and large institutions have $214M invested in First Trust High Yield Opportunities 2027 Term Fund in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
$48.1M
SIA
2
Sit Investment Associates
Minnesota
$21.1M
KIG
3
Kennedy Investment Group
New Jersey
$16.9M
RCM
4
Rivernorth Capital Management
Florida
$15.6M
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.1M
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$9.24M
PAIM
7
Punch & Associates Investment Management
Minnesota
$8.07M
PCM
8
Penserra Capital Management
California
$6.39M
COLIM
9
City of London Investment Management
United Kingdom
$6.08M
DADC
10
D.A. Davidson & Co
Montana
$5.54M
WCM
11
Winebrenner Capital Management
Kentucky
$4.9M
NA
12
NewEdge Advisors
Louisiana
$4.82M
AWA
13
Arete Wealth Advisors
Illinois
$4.8M
LPL Financial
14
LPL Financial
California
$4.32M
HA
15
Huntleigh Advisors
Missouri
$4.09M
NCM
16
Narwhal Capital Management
Georgia
$3.23M
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.55M
Osaic Holdings
18
Osaic Holdings
Arizona
$2.53M
OIM
19
Oder Investment Management
California
$2.34M
1CP
20
1607 Capital Partners
Virginia
$2.21M
PAG
21
Private Advisory Group
Washington
$2.1M
WS
22
Wedbush Securities
California
$1.82M
KAS
23
Kestra Advisory Services
Texas
$1.77M
SFS
24
Shaker Financial Services
Virginia
$1.61M
TA
25
TFB Advisors
Kansas
$1.6M