We are live on ! Find out more
FTHY icon

First Trust High Yield Opportunities 2027 Term Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Evelyn Partners
76
Evelyn Partners
$17.1K +$16.9K +1,250 New
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$14.7K – – –
PWPS
78
Pinnacle Wealth Planning Services
Ohio
$14.5K – – –
Allworth Financial
79
Allworth Financial
California
$13.7K – – –
Harbour Investments
80
Harbour Investments
Wisconsin
$10.1K +$284 +21 +3%
AssetMark Inc
81
AssetMark Inc
California
$9.78K – – –
CX Institutional
82
CX Institutional
Indiana
$9K -$18.6K -1,376 -68%
Wells Fargo
83
Wells Fargo
California
$6.85K +$6.59K +487 +3,746%
GJIA
84
Glass Jacobson Investment Advisors
Maryland
$5.82K – – –
BBPWM
85
Blue Bell Private Wealth Management
Pennsylvania
$959 – – –
EverSource Wealth Advisors
86
EverSource Wealth Advisors
Alabama
$745 +$14 +1 +2%
WhitTier Trust Company
87
WhitTier Trust Company
Nevada
$708 – – –
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$164 – – –
NewEdge Advisors
89
NewEdge Advisors
Louisiana
– -$3.95M -291,934 Closed
NCM
90
Narwhal Capital Management
Georgia
– -$2.66M -196,865 Closed
FAG
91
Fortitude Advisory Group
Washington
– -$289K -21,341 Closed
Brinker Capital Investments
92
Brinker Capital Investments
Pennsylvania
– -$237K -17,512 Closed
SFS
93
Shaker Financial Services
Virginia
– -$187K -13,793 Closed
Concurrent Investment Advisors
94
Concurrent Investment Advisors
Florida
– -$173K -12,790 Closed
Perigon Wealth Management
95
Perigon Wealth Management
California
– -$151K -11,124 Closed
XTX Topco
96
XTX Topco
Cayman Islands
– -$147K -10,840 Closed
GSEP
97
Golden State Equity Partners
California
– -$32.3K -2,386 Closed