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First Trust High Yield Opportunities 2027 Term Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FAG
51
Fortitude Advisory Group
Washington
$253K – – –
IAIM
52
International Assets Investment Management
Florida
$241K +$6.04K +411 +3%
NC
53
NovaPoint Capital
Georgia
$232K – – –
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$226K +$88 +6 +0%
Comerica Bank
55
Comerica Bank
Texas
$223K +$91K +6,184 +72%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$221K -$8.19K -557 -4%
SFS
57
Shaker Financial Services
Virginia
$219K -$569K -38,669 -73%
Perigon Wealth Management
58
Perigon Wealth Management
California
$217K +$10.9K +743 +5%
Prime Capital Investment Advisors
59
Prime Capital Investment Advisors
Kansas
$167K -$14.6K -991 -8%
Cresset Asset Management
60
Cresset Asset Management
Illinois
$164K +$3.09K +210 +2%
FBB
61
Fulton Breakefield Broenniman
Maryland
$160K – – –
Venture Visionary Partners
62
Venture Visionary Partners
Ohio
$153K +$148K +10,088 New
Riverbridge Partners
63
Riverbridge Partners
Minnesota
$152K +$147 +10 +0.1%
FFWM
64
Future Financial Wealth Management
Ohio
$142K -$10.3K -700 -7%
CFGS
65
Concourse Financial Group Securities
Alabama
$89.2K – – –
Allworth Financial
66
Allworth Financial
California
$71.3K +$16.2K +1,102 +31%
SS
67
Sunbelt Securities
Texas
$49.2K +$338 +23 +0.7%
NI
68
NCP Inc
California
$47.1K – – –
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$31.3K – – –
Bank of America
70
Bank of America
North Carolina
$19.4K +$18.9K +1,286 New
RA
71
Rise Advisors
New York
$19K +$485 +33 +3%
NS
72
NBC Securities
Alabama
$17K -$5.28K -359 -23%
Wells Fargo
73
Wells Fargo
California
$12.1K +$6.91K +470 +142%
EverSource Wealth Advisors
74
EverSource Wealth Advisors
Alabama
$6.12K -$22.3K -1,516 -79%
GJIA
75
Glass Jacobson Investment Advisors
Maryland
$5.94K +$118 +8 +2%