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First Trust High Yield Opportunities 2027 Term Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
51
Balboa Wealth Partners
Arizona
$319K – – –
Stratos Wealth Partners
52
Stratos Wealth Partners
Ohio
$295K +$111 +8 +0%
FAG
53
Fortitude Advisory Group
Washington
$289K – – –
CreativeOne Wealth
54
CreativeOne Wealth
Kansas
$257K -$8.33K -600 -3%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$253K +$10.4K +750 +4%
Apollon Wealth Management
56
Apollon Wealth Management
South Carolina
$242K – – –
Brinker Capital Investments
57
Brinker Capital Investments
Pennsylvania
$237K -$49.5K -3,566 -17%
BIM
58
Bullseye Investment Management
Ohio
$221K -$84.4K -6,075 -27%
IAIM
59
International Assets Investment Management
Florida
$221K +$2.54K +183 +1%
PAM
60
PVG Asset Management
Colorado
$214K -$149K -10,700 -40%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$202K – – –
Daymark Wealth Partners
62
Daymark Wealth Partners
Ohio
$201K +$55.3K +3,984 +37%
SFS
63
Shaker Financial Services
Virginia
$187K -$1.71M -123,335 -90%
HRT Financial
64
HRT Financial
New York
$175K +$180K +12,972 New
Concurrent Investment Advisors
65
Concurrent Investment Advisors
Florida
$173K -$408K -29,392 -70%
Lido Advisors
66
Lido Advisors
California
$168K – – –
SP
67
Stablepoint Partners
Massachusetts
$152K -$5.14K -370 -3%
Perigon Wealth Management
68
Perigon Wealth Management
California
$151K – – –
XTX Topco
69
XTX Topco
Cayman Islands
$147K -$173K -12,484 -54%
FBB
70
Fulton Breakefield Broenniman
Maryland
$143K – – –
NEWAS
71
N.E.W. Advisory Services
Wisconsin
$113K +$1.06K +76 +0.9%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$90.3K +$92.7K +6,672 New
SS
73
Sunbelt Securities
Texas
$48.4K +$194 +14 +0.4%
GSEP
74
Golden State Equity Partners
California
$32.3K +$33.1K +2,386 New
CX Institutional
75
CX Institutional
Indiana
$27K +$278 +20 +1%