FTHY

First Trust High Yield Opportunities 2027 Term Fund

88 hedge funds and large institutions have $216M invested in First Trust High Yield Opportunities 2027 Term Fund in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

26% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 38

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
88
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
$44.7M
SIA
2
Sit Investment Associates
Minnesota
$37.6M
KIG
3
Kennedy Investment Group
New Jersey
$15.9M
RCM
4
Rivernorth Capital Management
Florida
$13.8M
PAIM
5
Punch & Associates Investment Management
Minnesota
$12M
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$9.58M
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.27M
PCM
8
Penserra Capital Management
California
$7.79M
COLIM
9
City of London Investment Management
United Kingdom
$6.51M
LPL Financial
10
LPL Financial
California
$4.44M
DADC
11
D.A. Davidson & Co
Montana
$4.41M
LSC
12
Logan Stone Capital
Illinois
$3.37M
APW
13
Aurora Private Wealth
New Jersey
$2.76M
WCM
14
Winebrenner Capital Management
Kentucky
$2.69M
NCM
15
Narwhal Capital Management
Georgia
$2.66M
1CP
16
1607 Capital Partners
Virginia
$2.38M
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.38M
AC
18
Almitas Capital
California
$2.25M
OIM
19
Oder Investment Management
California
$2.03M
PAG
20
Private Advisory Group
Washington
$1.9M
KAS
21
Kestra Advisory Services
Texas
$1.89M
Osaic Holdings
22
Osaic Holdings
Arizona
$1.84M
WS
23
Wedbush Securities
California
$1.55M
IFG
24
Independent Financial Group
California
$1.52M
TCA
25
Transcend Capital Advisors
New Jersey
$1.29M