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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
$317K
AWS
52
Atria Wealth Solutions
New York
$306K -$4.88K -344 -2%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$304K +$55.1K +3,880 +23%
SWP
54
Stratos Wealth Partners
Ohio
$294K +$60.5K +4,260 +27%
CPRC
55
Consolidated Portfolio Review Corp
New York
$289K -$4.9K -345 -2%
IAIM
56
International Assets Investment Management
Florida
$250K +$8.19K +577 +4%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$243K -$28.4K -2,000 -11%
PWM
58
Perigon Wealth Management
California
$237K +$28.4K +2,000 +14%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$222K
Comerica Bank
60
Comerica Bank
Texas
$205K -$13.5K -952 -6%
NC
61
NovaPoint Capital
Georgia
$205K
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$195K -$25.8K -1,817 -12%
SP
63
Stablepoint Partners
Massachusetts
$175K -$16.2K -1,139 -9%
DWP
64
Daymark Wealth Partners
Ohio
$160K +$153K +10,796 New
FBB
65
Fulton Breakefield Broenniman
Maryland
$157K
FFWM
66
Future Financial Wealth Management
Ohio
$140K
AAS
67
Ameritas Advisory Services
Nebraska
$110K +$105K +7,392 New
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$90.2K +$71K +5,000 +466%
Wells Fargo
69
Wells Fargo
California
$81.7K +$78.1K +5,501 New
SS
70
Sunbelt Securities
Texas
$50.9K -$170 -12 -0.3%
SPIA
71
Steward Partners Investment Advisory
New York
$40.8K
AF
72
Allworth Financial
California
$26.4K -$6.81K -480 -21%
PTC
73
Private Trust Company
Ohio
$22.3K
FP
74
Financial Perspectives
Minnesota
$20.2K
RA
75
Rise Advisors
New York
$20.2K +$497 +35 +3%