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FTHY

First Trust High Yield Opportunities 2027 Term Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$26.4M +$26.8M +1,302,096 +23,739%
PAG
2
Private Advisory Group
Washington
$9.04M -$41.2K -2,000 -0.4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.18M +$51K +2,475 +0.7%
AWA
4
Arete Wealth Advisors
Illinois
$6.66M -$317K -15,414 -5%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.43M +$972K +47,212 +27%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.27M +$3.35M +162,473 New
KAS
7
Kestra Advisory Services
Texas
$3.18M +$3.26M +158,210 New
CRWM
8
Castle Rock Wealth Management
California
$2.98M +$574K +27,860 +23%
IFG
9
Independent Financial Group
California
$2.14M +$286K +13,878 +15%
22CM
10
20/20 Capital Management
California
$2.11M +$17.9K +870 +0.8%
WCFA
11
Walkner Condon Financial Advisors
Wisconsin
$1.79M +$94.4K +4,583 +5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.39M +$1.41M +68,580 +13,716%
BRWA
13
B. Riley Wealth Advisors
Florida
$1.13M +$24K +1,163 +2%
BRWM
14
B. Riley Wealth Management
Tennessee
$977K +$999K +48,500 New
KA
15
Kovack Advisors
Florida
$672K +$58.7K +2,850 +9%
Osaic Holdings
16
Osaic Holdings
Arizona
$599K +$66.1K +3,210 +12%
WS
17
Wedbush Securities
California
$473K +$483K +23,447 New
WP
18
WealthPLAN Partners
Nebraska
$453K
AW
19
ACG Wealth
Georgia
$353K -$182K -8,814 -33%
DADC
20
D.A. Davidson & Co
Montana
$335K +$342K +16,600 New
IAIM
21
International Assets Investment Management
Florida
$294K +$300K +14,590 New
TFS
22
Thoroughbred Financial Services
Tennessee
$251K
FHC
23
First Heartland Consultants
Missouri
$212K +$216K +10,500 New
TRCT
24
Tower Research Capital (TRC)
New York
$1K +$865 +42 New
UBS Group
25
UBS Group
Switzerland
+$21 +1 New