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FTHY

First Trust High Yield Opportunities 2027 Term Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$46.8M +$1.57M +116,125 +4%
SIA
2
Sit Investment Associates
Minnesota
$44.6M +$6.37M +470,293 +17%
KIG
3
Kennedy Investment Group
New Jersey
$16.1M +$18K +1,332 +0.1%
RCM
4
Rivernorth Capital Management
Florida
$14M +$32.5K +2,403 +0.2%
PAIM
5
Punch & Associates Investment Management
Minnesota
$13.2M +$1.08M +80,091 +9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$9.47M -$223K -16,466 -2%
AW
7
Atlas Wealth
Ohio
$8.25M +$8.16M +602,530 New
PCM
8
Penserra Capital Management
California
$8.2M +$309K +22,816 +4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.07M -$302K -22,280 -4%
COLIM
10
City of London Investment Management
United Kingdom
$6.84M +$246K +18,154 +4%
LPL Financial
11
LPL Financial
California
$5.01M +$508K +37,511 +11%
DADC
12
D.A. Davidson & Co
Montana
$4.74M +$277K +20,429 +6%
LSC
13
Logan Stone Capital
Illinois
$3.52M +$113K +8,350 +3%
AC
14
Almitas Capital
California
$2.72M +$440K +32,537 +20%
APW
15
Aurora Private Wealth
New Jersey
$2.58M -$104K -7,702 -4%
OIM
16
Oder Investment Management
California
$2.04M -$12.9K -954 -0.6%
IWC
17
Integrated Wealth Concepts
Massachusetts
$2.01M +$927K +68,507 +87%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.96M +$94.3K +6,966 +5%
PAG
19
Private Advisory Group
Washington
$1.89M -$32.1K -2,370 -2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.82M -$581K -42,882 -24%
KAS
21
Kestra Advisory Services
Texas
$1.8M -$115K -8,518 -6%
Jane Street
22
Jane Street
New York
$1.76M +$1.74M +128,560 New
WCM
23
Winebrenner Capital Management
Kentucky
$1.67M -$1.04M -76,738 -39%
WS
24
Wedbush Securities
California
$1.66M +$94.4K +6,976 +6%
1CP
25
1607 Capital Partners
Virginia
$1.51M -$889K -65,693 -37%