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FTHY

First Trust High Yield Opportunities 2027 Term Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OC
26
Oppenheimer & Co
New York
$1.14M +$33.7K +2,375 +3%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.08M -$101K -7,149 -9%
APW
28
Aurora Private Wealth
New Jersey
$1.03M +$335K +23,669 +49%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$801K +$125K +8,838 +19%
SFS
30
Shaker Financial Services
Virginia
$761K +$98.6K +6,958 +15%
SIA
31
Sit Investment Associates
Minnesota
$744K -$163K -11,499 -18%
CP
32
Camelot Portfolios
Ohio
$737K +$153K +10,784 +26%
TFS
33
Thoroughbred Financial Services
Tennessee
$737K +$21.3K +1,500 +3%
NA
34
NewEdge Advisors
Louisiana
$677K +$670K +47,299 New
BWA
35
BlueChip Wealth Advisors
Georgia
$662K -$581K -41,000 -47%
CA
36
CoreCap Advisors
Michigan
$659K
ASN
37
Advisory Services Network
Georgia
$565K +$262K +18,502 +88%
BPWM
38
Black Point Wealth Management
Florida
$555K +$549K +38,756 New
MC
39
Meteora Capital
Florida
$541K -$142K -10,033 -21%
IA
40
Insight Advisors
Pennsylvania
$534K +$3.22K +227 +0.6%
RC
41
Rareview Capital
Nevada
$439K -$23.1K -1,633 -5%
RJA
42
Raymond James & Associates
Florida
$412K -$1.89M -133,634 -82%
SP
43
Stablepoint Partners
Massachusetts
$396K -$39.4K -2,784 -9%
UBS Group
44
UBS Group
Switzerland
$360K +$143K +10,111 +67%
BFM
45
Boothbay Fund Management
New York
$335K -$141K -9,963 -30%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$315K +$74.6K +5,262 +31%
Invesco
47
Invesco
Georgia
$308K +$2.38K +168 +0.8%
AWS
48
Atria Wealth Solutions
New York
$308K +$6.43K +454 +2%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$297K -$20.2K -1,426 -6%
CPRC
50
Consolidated Portfolio Review Corp
New York
$273K +$55K +3,882 +26%