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FTHY

First Trust High Yield Opportunities 2027 Term Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$329K +$42.7K +2,919 +15%
FAG
52
Fortitude Advisory Group
Washington
$309K
CPRC
53
Consolidated Portfolio Review Corp
New York
$282K
NWMP
54
Noble Wealth Management PBC
Colorado
$272K +$275K +18,795 New
FGAM
55
Financial Gravity Asset Management
Texas
$266K +$269K +18,363 New
CW
56
CreativeOne Wealth
Kansas
$265K -$55.5K -3,793 -17%
IAIM
57
International Assets Investment Management
Florida
$249K
Citadel Advisors
58
Citadel Advisors
Florida
$240K +$243K +16,587 New
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$231K -$5.57K -380 -2%
RAM
60
Readystate Asset Management
Illinois
$220K +$222K +15,166 New
PWM
61
Perigon Wealth Management
California
$217K -$14.5K -992 -6%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$216K -$88 -6 -0%
Comerica Bank
63
Comerica Bank
Texas
$200K -$88 -6 -0%
NC
64
NovaPoint Capital
Georgia
$200K
Lido Advisors
65
Lido Advisors
California
$180K +$182K +12,430 New
SP
66
Stablepoint Partners
Massachusetts
$170K
DWP
67
Daymark Wealth Partners
Ohio
$158K +$1.26K +86 +0.8%
FBB
68
Fulton Breakefield Broenniman
Maryland
$153K
FFWM
69
Future Financial Wealth Management
Ohio
$136K
AAS
70
Ameritas Advisory Services
Nebraska
$108K +$469 +32 +0.4%
SS
71
Sunbelt Securities
Texas
$51.5K +$527 +36 +1%
CTA
72
Colonial Trust Advisors
South Carolina
$43.5K +$32.9K +2,250 +300%
SPIA
73
Steward Partners Investment Advisory
New York
$39.8K
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$29K +$29.3K +2,000 New
CI
75
CX Institutional
Indiana
$28K +$28.8K +1,966 New