First Trust High Yield Opportunities 2027 Term Fund
FTHY
88 hedge funds and large institutions have $234M invested in First Trust High Yield Opportunities 2027 Term Fund in 2026 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 9 closing their positions.
97% more capital inflows, than outflows
Capital inflows: $23.9M | Capital outflows: $12.1M
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
2.32% more ownership
Funds ownership: 44.17% → 46.48% (+2.3%)
6% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 31
2% less funds holding
Funds holding: 90 → 88 (-2)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$8.16M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$6.37M |
| 3 |
Jane Street
New York
|
+$1.74M |
| 4 |
Morgan Stanley
New York
|
+$1.57M |
| 5 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$3.95M |
| 2 |
NCM
Narwhal Capital Management
Marietta,
Georgia
|
-$2.66M |
| 3 |
WCM
Winebrenner Capital Management
Louisville,
Kentucky
|
-$1.04M |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$889K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$581K |
FTHY Hedge Fund Activity: Q2 2026 in Review
88 of the 8,352 institutional investors tracked by Wall St. Rank reported a position in First Trust High Yield Opportunities 2027 Term Fund (FTHY) for Q2 2026, worth a combined $234M — up 6.5% from $220M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FTHY positions and 9 closed out — a net gain of 1 holder — while 29 added to existing stakes and 31 trimmed.
The largest buyer was Atlas Wealth, opening a new position worth an estimated $8.16M. The largest seller was NewEdge Advisors, exiting entirely with an estimated $3.95M sold.
- 88 institutional investors held First Trust High Yield Opportunities 2027 Term Fund (FTHY) as of Q2 2026, down from 90 in Q1 2026.
- Funds reported $234M of First Trust High Yield Opportunities 2027 Term Fund stock for Q2 2026, up 6.5% quarter-over-quarter.
- 10 funds opened new First Trust High Yield Opportunities 2027 Term Fund positions in Q2 2026 and 9 closed out, a net change of +1 holder.
- The largest First Trust High Yield Opportunities 2027 Term Fund buyer in Q2 2026 was Atlas Wealth, an estimated $8.16M added.
- The largest First Trust High Yield Opportunities 2027 Term Fund seller in Q2 2026 was NewEdge Advisors, an estimated $3.95M sold.
Based on aggregated 13F filings for Q2 2026.