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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
$48.2M -$280K -20,949 -0.6%
RCM
2
Rivernorth Capital Management
Florida
$19.4M
KIG
3
Kennedy Investment Group
New Jersey
$15.7M +$758K +56,715 +5%
COLIM
4
City of London Investment Management
United Kingdom
$13M +$3.19M +238,906 +35%
PAIM
5
Punch & Associates Investment Management
Minnesota
$11.9M -$514K -38,470 -4%
SIA
6
Sit Investment Associates
Minnesota
$9.69M -$23.8K -1,781 -0.3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.78M +$229K +17,157 +3%
AWA
8
Arete Wealth Advisors
Illinois
$7.25M -$244K -18,252 -3%
DADC
9
D.A. Davidson & Co
Montana
$6.06M +$728K +54,471 +14%
RVPG
10
Relative Value Partners Group
$5.83M +$3.25M +243,361 +139%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.55M +$364K +27,236 +7%
PCM
12
Penserra Capital Management
California
$4.1M +$272K +20,357 +7%
1CP
13
1607 Capital Partners
Virginia
$3.1M +$334K +25,000 +13%
AA
14
AQR Arbitrage
Connecticut
$3.08M +$1.43M +106,674 +93%
BIM
15
Bullseye Investment Management
Ohio
$2.94M -$109K -8,168 -4%
IWC
16
Integrated Wealth Concepts
Massachusetts
$2.64M -$515K -38,568 -17%
KAS
17
Kestra Advisory Services
Texas
$2.3M -$329K -24,619 -13%
PAG
18
Private Advisory Group
Washington
$2.16M -$126K -9,447 -6%
IFG
19
Independent Financial Group
California
$2.07M -$119K -8,867 -6%
WEG
20
World Equity Group
Illinois
$1.98M -$21.3K -1,593 -1%
OIM
21
Oder Investment Management
California
$1.88M +$389K +29,137 +28%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.7M -$213K -15,961 -12%
TA
23
TFB Advisors
Kansas
$1.61M -$234K -17,486 -13%
LCM
24
Landscape Capital Management
New Jersey
$1.52M +$1.46M +109,264 New
MC
25
Meteora Capital
Florida
$1.41M -$132K -9,863 -9%