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First Trust High Yield Opportunities 2027 Term Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Weiss Asset Management
51
Weiss Asset Management
Massachusetts
$252K +$255K +18,033 New
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$242K -$485K -34,336 -66%
FAG
53
Fortitude Advisory Group
Washington
$234K – – –
IAIM
54
International Assets Investment Management
Florida
$228K -$411K -29,088 -64%
NC
55
NovaPoint Capital
Georgia
$220K -$2.19K -155 -1%
Raymond James Financial Services Advisors
56
Raymond James Financial Services Advisors
Florida
$181K -$16.7K -1,184 -8%
WI
57
Wintrust Investments
Illinois
$165K +$168K +11,850 New
Millennium Management
58
Millennium Management
New York
$160K +$162K +11,437 New
Ameritas Advisory Services
59
Ameritas Advisory Services
Nebraska
$157K -$543K -38,402 -77%
CAP
60
Columbia Advisory Partners
Washington
$154K -$64.5K -4,560 -29%
Wells Fargo
61
Wells Fargo
California
$146K – – –
Wolverine Asset Management
62
Wolverine Asset Management
Illinois
$144K -$1.44M -101,750 -91%
CFGS
63
Concourse Financial Group Securities
Alabama
$133K – – –
Advisory Services Network
64
Advisory Services Network
Georgia
$86.5K -$198K -13,996 -69%
WP
65
WealthPLAN Partners
Nebraska
$59.4K +$60.1K +4,252 New
Geneos Wealth Management
66
Geneos Wealth Management
Colorado
$38.8K – – –
EC
67
Elequin Capital
New York
$30.9K -$446K -31,527 -93%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$29.3K +$14.5K +1,024 +95%
EverSource Wealth Advisors
69
EverSource Wealth Advisors
Alabama
$23.1K +$212 +15 +0.9%
SS
70
Sunbelt Securities
Texas
$20.9K +$21.2K +1,500 New
IFP Advisors
71
IFP Advisors
Florida
$15K -$10.6K -750 -50%
RA
72
Rise Advisors
New York
$14.9K +$396 +28 +3%
FWM
73
Focused Wealth Management
New York
$4.19K – – –
Huntington National Bank
74
Huntington National Bank
Ohio
$3.59K – – –
Axxcess Wealth Management
75
Axxcess Wealth Management
California
– -$1.13M -83,751 Closed