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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
$48.9M +$2.71M +171,602 +5%
RCM
2
Rivernorth Capital Management
Florida
$21.3M +$11.8M +745,207 +103%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.45M +$2.02M +128,222 +28%
PAIM
4
Punch & Associates Investment Management
Minnesota
$7.85M +$113K +7,186 +1%
AWA
5
Arete Wealth Advisors
Illinois
$7.14M -$1.14M -72,166 -13%
PCM
6
Penserra Capital Management
California
$5.34M -$96.5K -6,121 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.27M -$128K -8,112 -2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.04M +$5.47M +346,819 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.69M -$110K -6,990 -2%
AAS
10
Ameritas Advisory Services
Nebraska
$3.98M -$414K -26,223 -9%
KAS
11
Kestra Advisory Services
Texas
$3.61M +$423K +26,797 +12%
PAG
12
Private Advisory Group
Washington
$3.02M -$305K -19,314 -8%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.38M -$161K -10,184 -6%
WEG
14
World Equity Group
Illinois
$2.22M +$31.2K +1,979 +1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.21M -$54.3K -3,444 -2%
BlackRock
16
BlackRock
New York
$2.12M +$2.3M +146,000 New
IFG
17
Independent Financial Group
California
$2.03M -$821K -52,030 -27%
1CP
18
1607 Capital Partners
Virginia
$1.87M +$1.75M +111,000 +638%
COLIM
19
City of London Investment Management
United Kingdom
$1.86M +$2.01M +127,453 New
AWM
20
Axxcess Wealth Management
California
$1.68M +$249K +15,793 +16%
WAM
21
Wolverine Asset Management
Illinois
$1.38M -$314K -19,897 -17%
KPWS
22
Kestra Private Wealth Services
Texas
$1.38M +$4.97K +315 +0.3%
OIM
23
Oder Investment Management
California
$1.27M +$61.4K +3,893 +5%
SWM
24
Spire Wealth Management
Virginia
$1.27M +$1.36M +86,476 +11,058%
DADC
25
D.A. Davidson & Co
Montana
$1.16M +$141K +8,937 +13%
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