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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
$42.5M -$7.59M -535,500 -15%
RCM
2
Rivernorth Capital Management
Florida
$18.1M -$2.02M -142,606 -10%
KIG
3
Kennedy Investment Group
New Jersey
$17.3M +$883K +62,300 +6%
COLIM
4
City of London Investment Management
United Kingdom
$14.1M +$543K +38,343 +4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12M +$6.06M +427,368 +107%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$9.44M +$265K +18,685 +3%
AWA
7
Arete Wealth Advisors
Illinois
$7.46M -$107K -7,548 -1%
PAIM
8
Punch & Associates Investment Management
Minnesota
$7.06M -$5.2M -367,265 -43%
DADC
9
D.A. Davidson & Co
Montana
$6.86M +$520K +36,716 +8%
JP Morgan Chase
10
JP Morgan Chase
New York
$6.41M +$5.97M +420,975 +2,122%
RVPG
11
Relative Value Partners Group
$5.86M -$71.8K -5,068 -1%
1CP
12
1607 Capital Partners
Virginia
$3.33M +$85.2K +6,015 +3%
BIM
13
Bullseye Investment Management
Ohio
$2.98M -$85.7K -6,051 -3%
KAS
14
Kestra Advisory Services
Texas
$2.88M +$472K +33,316 +20%
LPL Financial
15
LPL Financial
California
$2.42M +$1.18M +82,963 +99%
RJA
16
Raymond James & Associates
Florida
$2.36M +$1.23M +86,501 +114%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.35M +$594K +41,952 +34%
IWC
18
Integrated Wealth Concepts
Massachusetts
$2.2M -$535K -37,790 -20%
IFG
19
Independent Financial Group
California
$2.15M -$18.2K -1,281 -0.9%
PAG
20
Private Advisory Group
Washington
$2.13M -$124K -8,732 -6%
OIM
21
Oder Investment Management
California
$2M +$38.8K +2,739 +2%
WEG
22
World Equity Group
Illinois
$1.97M -$94.6K -6,675 -5%
TA
23
TFB Advisors
Kansas
$1.69M +$62.6K +4,420 +4%
AA
24
AQR Arbitrage
Connecticut
$1.53M -$1.65M -116,219 -52%
KPWS
25
Kestra Private Wealth Services
Texas
$1.28M -$31.7K -2,239 -2%