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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
$52.4M +$13.6M +686,718 +35%
PAG
2
Private Advisory Group
Washington
$9.08M +$180K +9,092 +2%
PAIM
3
Punch & Associates Investment Management
Minnesota
$7.64M +$1.63M +82,514 +27%
AWA
4
Arete Wealth Advisors
Illinois
$7.54M +$913K +46,193 +14%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.18M +$195K +9,854 +3%
KAS
6
Kestra Advisory Services
Texas
$5.72M +$910K +46,052 +19%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.98M +$1.23M +62,487 +33%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.15M +$2.77M +140,076 +204%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.94M -$309K -15,624 -7%
SMF
10
Sterling Manor Financial
New York
$3.63M +$10K +507 +0.3%
RCM
11
Rivernorth Capital Management
Florida
$3.61M +$3.6M +181,963 New
Osaic Holdings
12
Osaic Holdings
Arizona
$2.92M +$669K +33,837 +30%
IAIM
13
International Assets Investment Management
Florida
$2.43M +$1.5M +76,110 +169%
IFG
14
Independent Financial Group
California
$2.08M -$117K -5,910 -5%
22CM
15
20/20 Capital Management
California
$1.88M -$98.4K -4,979 -5%
KPWS
16
Kestra Private Wealth Services
Texas
$1.83M +$1.01M +50,860 +123%
AIC
17
Ameritas Investment Company
Nebraska
$1.68M -$412K -20,867 -20%
SWM
18
Spire Wealth Management
Virginia
$1.5M +$1.52M +76,836 New
TFS
19
Thoroughbred Financial Services
Tennessee
$1.24M
BRWM
20
B. Riley Wealth Management
Tennessee
$1M -$2.96K -150 -0.3%
WS
21
Wedbush Securities
California
$796K +$316K +15,966 +66%
BRWA
22
B. Riley Wealth Advisors
Florida
$699K -$257 -13 -0%
DADC
23
D.A. Davidson & Co
Montana
$643K +$79K +4,000 +14%
NCM
24
Narwhal Capital Management
Georgia
$606K +$603K +30,520 New
KA
25
Kovack Advisors
Florida
$473K -$188K -9,500 -28%