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First Trust High Yield Opportunities 2027 Term Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CTA
76
Colonial Trust Advisors
South Carolina
$20.3K – – –
PTC
77
Private Trust Company
Ohio
$20.3K – – –
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$14.5K – – –
PWPS
79
Pinnacle Wealth Planning Services
Ohio
$14.3K -$6.68K -481 -31%
Allworth Financial
80
Allworth Financial
California
$13.5K – – –
FGAM
81
Financial Gravity Asset Management
Texas
$10.5K -$6.29K -453 -37%
Harbour Investments
82
Harbour Investments
Wisconsin
$9.72K +$9.97K +718 New
AssetMark Inc
83
AssetMark Inc
California
$9.66K -$13.7K -984 -58%
Arax Advisory Partners
84
Arax Advisory Partners
Colorado
$7.48K – – –
GJIA
85
Glass Jacobson Investment Advisors
Maryland
$5.75K – – –
BBPWM
86
Blue Bell Private Wealth Management
Pennsylvania
$947 -$7.64K -550 -89%
EverSource Wealth Advisors
87
EverSource Wealth Advisors
Alabama
$716 +$28 +2 +4%
WhitTier Trust Company
88
WhitTier Trust Company
Nevada
$697 +$722 +52 New
Wells Fargo
89
Wells Fargo
California
$176 -$542K -39,000 -100%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$162 +$167 +12 New
BWA
91
BlueChip Wealth Advisors
Georgia
– -$547K -38,850 Closed
Wolverine Asset Management
92
Wolverine Asset Management
Illinois
– -$407K -28,955 Closed
Readystate Asset Management
93
Readystate Asset Management
Illinois
– -$403K -28,623 Closed
Jane Street
94
Jane Street
New York
– -$320K -22,770 Closed
Merit Financial Group
95
Merit Financial Group
Georgia
– -$220K -15,666 Closed
Nomura Holdings
96
Nomura Holdings
Japan
– -$196K -13,937 Closed
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
– -$162K -11,539 Closed
CP
98
Camelot Portfolios
Ohio
– -$98.5K -7,000 Closed
PMFA
99
Plante Moran Financial Advisors
Michigan
– -$14.9K -1,060 Closed
WA
100
WPG Advisers
Maryland
– -$1.21K -86 Closed