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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
$46.9M +$2.89M +203,301 +7%
SIA
2
Sit Investment Associates
Minnesota
$20.8M +$1.34M +94,208 +7%
KIG
3
Kennedy Investment Group
New Jersey
$17.2M +$38.1K +2,687 +0.2%
RCM
4
Rivernorth Capital Management
Florida
$16.4M +$278K +19,553 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.8M -$180K -12,689 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$9.67M -$236K -16,636 -2%
HA
7
Huntleigh Advisors
Missouri
$9M -$12.7M -893,927 -60%
PAIM
8
Punch & Associates Investment Management
Minnesota
$8.3M +$39.8K +2,807 +0.5%
COLIM
9
City of London Investment Management
United Kingdom
$7.33M +$1.83M +129,100 +35%
DADC
10
D.A. Davidson & Co
Montana
$6.14M -$538K -37,930 -8%
PCM
11
Penserra Capital Management
California
$5.39M +$152K +10,701 +3%
WCM
12
Winebrenner Capital Management
Kentucky
$5.07M +$22.9K +1,611 +0.5%
AWA
13
Arete Wealth Advisors
Illinois
$5.05M -$2.53M -178,349 -34%
LPL Financial
14
LPL Financial
California
$3.92M +$354K +24,970 +10%
NA
15
NewEdge Advisors
Louisiana
$3.88M -$1.08M -76,424 -23%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.22M -$97.5K -6,868 -3%
NCM
17
Narwhal Capital Management
Georgia
$3.11M +$2.97M +209,151 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.44M +$137K +9,655 +6%
APW
19
Aurora Private Wealth
New Jersey
$2.44M +$503K +35,461 +28%
OIM
20
Oder Investment Management
California
$2.33M +$70.4K +4,963 +3%
1CP
21
1607 Capital Partners
Virginia
$2.27M +$1.34M +94,500 +162%
PAG
22
Private Advisory Group
Washington
$2.15M -$7.45K -525 -0.4%
KAS
23
Kestra Advisory Services
Texas
$2.08M -$74.2K -5,226 -4%
IFG
24
Independent Financial Group
California
$1.98M -$129K -9,054 -6%
WS
25
Wedbush Securities
California
$1.89M +$55.9K +3,939 +3%