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First Trust High Yield Opportunities 2027 Term Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Atria Wealth Solutions
51
Atria Wealth Solutions
New York
$303K +$7.83K +539 +3%
FAG
52
Fortitude Advisory Group
Washington
$293K +$67K +4,612 +28%
CPRC
53
Consolidated Portfolio Review Corp
New York
$286K +$3.47K +239 +1%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$265K +$5.52K +380 +2%
NEWAS
55
N.E.W. Advisory Services
Wisconsin
$240K +$241K +16,582 New
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$239K +$50.2K +3,456 +26%
IAIM
57
International Assets Investment Management
Florida
$235K +$2.47K +170 +1%
Stratos Wealth Partners
58
Stratos Wealth Partners
Ohio
$224K +$10.5K +724 +5%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$216K – – –
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$216K +$8.21K +565 +4%
Comerica Bank
61
Comerica Bank
Texas
$213K +$58 +4 +0%
Perigon Wealth Management
62
Perigon Wealth Management
California
$202K -$6.03K -415 -3%
NC
63
NovaPoint Capital
Georgia
$199K -$14.5K -1,000 -7%
SP
64
Stablepoint Partners
Massachusetts
$186K – – –
FBB
65
Fulton Breakefield Broenniman
Maryland
$153K – – –
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$148K -$49.7K -3,419 -25%
FFWM
67
Future Financial Wealth Management
Ohio
$136K – – –
SS
68
Sunbelt Securities
Texas
$51K +$174 +12 +0.3%
NI
69
NCP Inc
California
$46.9K +$1.19K +82 +3%
Steward Partners Investment Advisory
70
Steward Partners Investment Advisory
New York
$39.7K +$40K +2,750 New
Allworth Financial
71
Allworth Financial
California
$32.1K -$36.9K -2,540 -53%
PTC
72
Private Trust Company
Ohio
$21.7K – – –
FP
73
Financial Perspectives
Minnesota
$19.7K – – –
RA
74
Rise Advisors
New York
$19.1K +$480 +33 +3%
NS
75
NBC Securities
Alabama
$17K +$17.2K +1,180 +118,000%