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FTHY

First Trust High Yield Opportunities 2027 Term Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FAG
51
Fortitude Advisory Group
Washington
$230K
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$228K -$10.6K -767 -4%
IAIM
53
International Assets Investment Management
Florida
$219K -$4.6K -334 -2%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$217K +$39.6K +2,872 +22%
NC
55
NovaPoint Capital
Georgia
$217K
CSPIA
56
Cary Street Partners Investment Advisory
Virginia
$185K +$186K +13,500 New
WI
57
Wintrust Investments
Illinois
$168K +$5.1K +370 +3%
CAM
58
Cresset Asset Management
Illinois
$162K +$163K +11,828 New
ASN
59
Advisory Services Network
Georgia
$155K +$70.1K +5,089 +82%
KA
60
Kovack Advisors
Florida
$154K -$124K -9,000 -45%
CAP
61
Columbia Advisory Partners
Washington
$151K
CFGS
62
Concourse Financial Group Securities
Alabama
$130K
Wells Fargo
63
Wells Fargo
California
$129K -$14.5K -1,052 -10%
WAM
64
Wolverine Asset Management
Illinois
$74.8K -$66.6K -4,836 -47%
SS
65
Sunbelt Securities
Texas
$48.2K +$27.7K +2,014 +134%
WP
66
WealthPLAN Partners
Nebraska
$45.1K -$13.3K -964 -23%
GWM
67
Geneos Wealth Management
Colorado
$38.1K
EC
68
Elequin Capital
New York
$36.3K +$5.99K +435 +20%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$28.4K -$331 -24 -1%
EWA
70
EverSource Wealth Advisors
Alabama
$23.4K +$648 +47 +3%
RA
71
Rise Advisors
New York
$15K +$427 +31 +3%
IA
72
IFP Advisors
Florida
$10.3K
US Bancorp
73
US Bancorp
Minnesota
$6.86K +$6.89K +500 New
GJIA
74
Glass Jacobson Investment Advisors
Maryland
$5.21K +$5.24K +380 New
FWM
75
Focused Wealth Management
New York
$4.12K