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FTHY

First Trust High Yield Opportunities 2027 Term Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OIM
26
Oder Investment Management
California
$1.59M +$126K +8,893 +8%
CWM
27
Catalyst Wealth Management
Georgia
$1.34M -$190K -13,431 -12%
IWC
28
Integrated Wealth Concepts
Massachusetts
$1.24M +$4.33K +306 +0.3%
Invesco
29
Invesco
Georgia
$733K +$344K +24,360 +87%
LPL Financial
30
LPL Financial
California
$704K +$17.8K +1,258 +3%
TFS
31
Thoroughbred Financial Services
Tennessee
$698K
WS
32
Wedbush Securities
California
$693K +$85.7K +6,060 +14%
CP
33
Camelot Portfolios
Ohio
$653K +$242K +17,104 +58%
OC
34
Oppenheimer & Co
New York
$626K +$117K +8,282 +23%
AC
35
Almitas Capital
California
$618K -$379K -26,838 -38%
PHS
36
Pekin Hardy Strauss
Illinois
$581K +$66.3K +4,689 +13%
KPWS
37
Kestra Private Wealth Services
Texas
$508K -$498K -35,235 -49%
IA
38
Insight Advisors
Pennsylvania
$472K +$254K +17,964 +114%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$437K +$209K +14,777 +89%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$396K +$33.2K +2,350 +9%
AA
41
AQR Arbitrage
Connecticut
$391K +$396K +28,019 New
MC
42
Matisse Capital
Oregon
$375K -$271K -19,159 -42%
RJA
43
Raymond James & Associates
Florida
$366K +$98.6K +6,975 +36%
UBS Group
44
UBS Group
Switzerland
$365K +$70.5K +4,985 +24%
AW
45
Atlas Wealth
Ohio
$324K +$328K +23,208 New
AWS
46
Atria Wealth Solutions
New York
$302K +$23.1K +1,631 +8%
Stifel Financial
47
Stifel Financial
Missouri
$290K +$28.4K +2,011 +11%
KA
48
Kovack Advisors
Florida
$282K +$7.07K +500 +3%
JP Morgan Chase
49
JP Morgan Chase
New York
$277K
SWM
50
Spire Wealth Management
Virginia
$268K +$271K +19,199 New