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First Trust High Yield Opportunities 2027 Term Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RA
76
Rise Advisors
New York
$17.3K +$453 +32 +3%
Bank of America
77
Bank of America
North Carolina
$7.27K +$7.08K +500 New
GJIA
78
Glass Jacobson Investment Advisors
Maryland
$5.53K – – –
BHWM
79
Beaird Harris Wealth Management
Texas
$4.58K – – –
BBPWM
80
Blue Bell Private Wealth Management
Pennsylvania
$1.02K – – –
AssetMark Inc
81
AssetMark Inc
California
$596 +$581 +41 New
Penserra Capital Management
82
Penserra Capital Management
California
– -$4.1M -294,166 Closed
Wolverine Asset Management
83
Wolverine Asset Management
Illinois
– -$452K -32,469 Closed
MC
84
Matisse Capital
Oregon
– -$374K -26,877 Closed
FSI
85
Flow State Investments
Illinois
– -$258K -18,531 Closed
Nomura Holdings
86
Nomura Holdings
Japan
– -$178K -12,774 Closed
WI
87
Wintrust Investments
Illinois
– -$170K -12,220 Closed
KA
88
Kovack Advisors
Florida
– -$156K -11,200 Closed
EC
89
Elequin Capital
New York
– -$154K -11,020 Closed
VF
90
Virtu Financial
New York
– -$145K -10,397 Closed
Wells Fargo
91
Wells Fargo
California
– -$111K -8,000 Closed
Geneos Wealth Management
92
Geneos Wealth Management
Colorado
– -$38.7K -2,778 Closed
Benjamin F. Edwards & Company
93
Benjamin F. Edwards & Company
Missouri
– -$23K -1,650 Closed
Gradient Investments
94
Gradient Investments
Minnesota
– -$5.57K -400 Closed
ANBT
95
American National Bank & Trust
Texas
– -$376 -27 Closed