First Trust High Yield Opportunities 2027 Term Fund
FTHY
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.
1.26% more ownership
Funds ownership: 42.86% → 44.12% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less capital invested
Capital invested by funds: $222M → $220M (-$2.14M)
6% less funds holding
Funds holding: 95 → 89 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.21M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$5.03M |
| 3 |
AC
Almitas Capital
Santa Monica,
California
|
+$1.54M |
| 4 |
PCM
Penserra Capital Management
Orinda,
California
|
+$1.24M |
| 5 |
Cohen & Steers
New York
|
+$903K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.71M |
| 2 |
WCM
Winebrenner Capital Management
Louisville,
Kentucky
|
-$1.71M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$768K |
| 4 |
BWA
BlueChip Wealth Advisors
Milton,
Georgia
|
-$547K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$542K |
FTHY Hedge Fund Activity: Q1 2026 in Review
89 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in First Trust High Yield Opportunities 2027 Term Fund (FTHY) for Q1 2026, worth a combined $220M — down 0.97% from $222M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of FTHY and 7 opened new positions — a net loss of 4 holders — while 39 trimmed existing stakes and 28 added.
The largest buyer was Morgan Stanley, adding an estimated $5.21M. The largest seller was Shaker Financial Services, cutting an estimated $1.71M.
- 89 institutional investors held First Trust High Yield Opportunities 2027 Term Fund (FTHY) as of Q1 2026, down from 95 in Q4 2025.
- Funds reported $220M of First Trust High Yield Opportunities 2027 Term Fund stock for Q1 2026, down 0.97% quarter-over-quarter.
- 7 funds opened new First Trust High Yield Opportunities 2027 Term Fund positions in Q1 2026 and 11 closed out, a net change of -4 holders.
- The largest First Trust High Yield Opportunities 2027 Term Fund buyer in Q1 2026 was Morgan Stanley, an estimated $5.21M added.
- The largest First Trust High Yield Opportunities 2027 Term Fund seller in Q1 2026 was Shaker Financial Services, an estimated $1.71M sold.
Based on aggregated 13F filings for Q1 2026.