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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
$46.4M +$2.19M +160,690 +5%
RCM
2
Rivernorth Capital Management
Florida
$18.5M -$288K -21,100 -1%
KIG
3
Kennedy Investment Group
New Jersey
$14.3M +$645K +47,283 +5%
PAIM
4
Punch & Associates Investment Management
Minnesota
$11.9M +$259K +19,030 +2%
SIA
5
Sit Investment Associates
Minnesota
$9.29M +$4.35M +319,242 +84%
COLIM
6
City of London Investment Management
United Kingdom
$9.21M +$70.9K +5,200 +0.8%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.17M -$431K -31,626 -5%
AWA
8
Arete Wealth Advisors
Illinois
$7.18M +$212K +15,551 +3%
DADC
9
D.A. Davidson & Co
Montana
$5.07M +$187K +13,751 +4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.95M +$474K +34,799 +10%
PCM
11
Penserra Capital Management
California
$3.61M -$3.5M -256,419 -48%
IWC
12
Integrated Wealth Concepts
Massachusetts
$3.03M -$299K -21,959 -9%
BIM
13
Bullseye Investment Management
Ohio
$2.92M +$45.7K +3,351 +2%
1CP
14
1607 Capital Partners
Virginia
$2.64M – – –
KAS
15
Kestra Advisory Services
Texas
$2.53M -$89.9K -6,594 -3%
SCM
16
Saba Capital Management
New York
$2.48M -$479K -35,126 -16%
RVPG
17
Relative Value Partners Group
$2.33M -$128K -9,367 -5%
PAG
18
Private Advisory Group
Washington
$2.2M -$97.2K -7,131 -4%
IFG
19
Independent Financial Group
California
$2.1M +$97.8K +7,174 +5%
ACM
20
Advent Capital Management
New York
$2M – – –
AW
21
Atlas Wealth
Ohio
$2M +$695K +50,967 +51%
WEG
22
World Equity Group
Illinois
$1.92M +$28.1K +2,060 +1%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.84M +$143K +10,517 +8%
TA
24
TFB Advisors
Kansas
$1.77M -$90.2K -6,619 -5%
AA
25
AQR Arbitrage
Connecticut
$1.53M +$776K +56,896 +98%
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