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FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$55.6M -$2.51M -135,694 -4%
RCM
2
Rivernorth Capital Management
Florida
$12.6M +$13.4M +723,182 New
AWA
3
Arete Wealth Advisors
Illinois
$10.9M +$1.39M +75,256 +15%
PAIM
4
Punch & Associates Investment Management
Minnesota
$9.28M +$2.1M +113,564 +27%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.89M +$950K +51,302 +13%
PCM
6
Penserra Capital Management
California
$6.51M -$4.74M -255,971 -41%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.46M -$131K -7,064 -2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.74M +$966K +52,157 +19%
AAS
9
Ameritas Advisory Services
Nebraska
$5.23M +$280K +15,132 +5%
PAG
10
Private Advisory Group
Washington
$3.96M -$5.44M -293,506 -56%
KAS
11
Kestra Advisory Services
Texas
$3.86M -$760K -41,005 -16%
IFG
12
Independent Financial Group
California
$3.34M +$547K +29,538 +18%
SMF
13
Sterling Manor Financial
New York
$2.84M -$284K -15,332 -9%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.71M -$860K -46,430 -23%
WEG
15
World Equity Group
Illinois
$2.63M +$2.8M +151,081 New
WAM
16
Wolverine Asset Management
Illinois
$2M +$2.13M +114,835 New
AWM
17
Axxcess Wealth Management
California
$1.73M -$33.5K -1,808 -2%
KPWS
18
Kestra Private Wealth Services
Texas
$1.64M -$27.4K -1,481 -2%
OIM
19
Oder Investment Management
California
$1.45M +$1.54M +83,392 New
Osaic Holdings
20
Osaic Holdings
Arizona
$1.28M -$585K -31,570 -15%
DADC
21
D.A. Davidson & Co
Montana
$1.24M +$300K +16,209 +29%
TFS
22
Thoroughbred Financial Services
Tennessee
$1.13M +$46.3K +2,500 +4%
CA
23
CoreCap Advisors
Michigan
$911K -$80.6K -4,352 -8%
LPL Financial
24
LPL Financial
California
$721K +$17K +916 +2%
NCM
25
Narwhal Capital Management
Georgia
$683K +$120K +6,464 +20%
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