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FTHY

First Trust High Yield Opportunities 2027 Term Fund

89 hedge funds and large institutions have $220M 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, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.26% more ownership

Funds ownership: 42.86%44.12% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $222M → $220M (-$2.14M)

6% less funds holding

Funds holding: 9589 (-6)

28% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 39

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
89
Holders Change
-6
Holders Change %
-6.32%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
28
Reduced
39
Closed
11
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 +$5.21M +375,015 +13%
SIA
2
Sit Investment Associates
Minnesota
$37.6M +$5.03M +362,441 +15%
KIG
3
Kennedy Investment Group
New Jersey
$15.9M -$96.5K -6,947 -0.6%
RCM
4
Rivernorth Capital Management
Florida
$13.8M +$24K +1,728 +0.2%
PAIM
5
Punch & Associates Investment Management
Minnesota
$12M +$829K +59,669 +7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$9.58M +$377K +27,126 +4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.27M -$258K -18,567 -3%
PCM
8
Penserra Capital Management
California
$7.79M +$1.24M +89,529 +18%
COLIM
9
City of London Investment Management
United Kingdom
$6.51M +$747K +53,763 +13%
LPL Financial
10
LPL Financial
California
$4.44M +$202K +14,512 +5%
DADC
11
D.A. Davidson & Co
Montana
$4.41M -$386K -27,797 -8%
NA
12
NewEdge Advisors
Louisiana
$3.95M -$359K -25,851 -8%
LSC
13
Logan Stone Capital
Illinois
$3.37M +$250K +18,004 +8%
APW
14
Aurora Private Wealth
New Jersey
$2.76M
WCM
15
Winebrenner Capital Management
Kentucky
$2.69M -$1.71M -122,826 -38%
NCM
16
Narwhal Capital Management
Georgia
$2.66M +$582K +41,882 +27%
1CP
17
1607 Capital Partners
Virginia
$2.38M +$12.6K +906 +0.5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.38M -$217K -15,639 -8%
AC
19
Almitas Capital
California
$2.25M +$1.54M +110,938 +201%
OIM
20
Oder Investment Management
California
$2.03M -$68.1K -4,906 -3%
PAG
21
Private Advisory Group
Washington
$1.9M -$4.71K -339 -0.2%
KAS
22
Kestra Advisory Services
Texas
$1.89M +$212K +15,273 +12%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.84M -$768K -55,293 -29%
WS
24
Wedbush Securities
California
$1.55M -$193K -13,911 -11%
IFG
25
Independent Financial Group
California
$1.52M -$40.5K -2,914 -3%