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FTHY

First Trust High Yield Opportunities 2027 Term Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IP
51
Ignite Planners
California
$194K
NCM
52
Narwhal Capital Management
Georgia
$181K -$62.9K -4,192 -24%
CAN
53
Cetera Advisor Networks
California
$181K +$202K +13,460 New
CB
54
Commerce Bank
Missouri
$148K +$165K +11,009 New
JP Morgan Chase
55
JP Morgan Chase
New York
$139K +$30.8K +2,055 +25%
CFGS
56
Concourse Financial Group Securities
Alabama
$128K -$7.5K -500 -5%
IA
57
IFP Advisors
Florida
$30K
EWA
58
EverSource Wealth Advisors
Alabama
$22K
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$22K +$8.69K +579 +54%
RA
60
Rise Advisors
New York
$14K +$15.1K +1,009 New
HWMA
61
Heritage Wealth Management (Arizona)
Arizona
$13K
FWM
62
Focused Wealth Management
New York
$4K
SCM
63
Saba Capital Management
New York
-$923K -63,538 Closed
QC
64
Quantedge Capital
Singapore
-$264K -18,200 Closed
EWM
65
EPG Wealth Management
Georgia
-$225K -15,477 Closed
AC
66
Almitas Capital
California
-$220K -15,169 Closed
WT
67
Whittier Trust
California
-$218K -15,000 Closed
Citadel Advisors
68
Citadel Advisors
Florida
-$198K -13,612 Closed
SCA
69
Snowden Capital Advisors
New York
-$188K -13,000 Closed
ASN
70
Advisory Services Network
Georgia
-$156K -10,732 Closed
USCWA
71
U.S. Capital Wealth Advisors
Texas
-$153K -10,500 Closed
PFGIA
72
Patriot Financial Group Insurance Agency
Massachusetts
-$15K -1,050 Closed
AW
73
ACG Wealth
Georgia
-$7K -515 Closed
US Bancorp
74
US Bancorp
Minnesota
-$7K -505 Closed