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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
$41.2M -$5.55M -393,497 -12%
SIA
2
Sit Investment Associates
Minnesota
$34M +$13.6M +961,702 +66%
KIG
3
Kennedy Investment Group
New Jersey
$16.6M +$162K +11,500 +1%
RCM
4
Rivernorth Capital Management
Florida
$14.3M -$815K -57,781 -5%
PAIM
5
Punch & Associates Investment Management
Minnesota
$11.6M +$3.82M +270,334 +49%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$9.57M -$219K -15,548 -2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.86M -$111K -7,878 -1%
PCM
8
Penserra Capital Management
California
$6.84M +$634K +44,956 +10%
COLIM
9
City of London Investment Management
United Kingdom
$6.01M +$106K +7,520 +2%
DADC
10
D.A. Davidson & Co
Montana
$4.97M -$403K -28,581 -7%
WCM
11
Winebrenner Capital Management
Kentucky
$4.52M -$238K -16,898 -5%
NA
12
NewEdge Advisors
Louisiana
$4.47M -$212K -15,051 -5%
LPL Financial
13
LPL Financial
California
$4.42M +$222K +15,760 +5%
LSC
14
Logan Stone Capital
Illinois
$3.25M +$3.26M +230,788 New
APW
15
Aurora Private Wealth
New Jersey
$2.76M +$2.77M +196,255 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.69M +$220K +15,572 +9%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.69M +$252K +17,827 +10%
1CP
18
1607 Capital Partners
Virginia
$2.47M +$319K +22,610 +15%
NCM
19
Narwhal Capital Management
Georgia
$2.18M -$954K -67,631 -30%
OIM
20
Oder Investment Management
California
$2.18M -$89.1K -6,314 -4%
PAG
21
Private Advisory Group
Washington
$1.98M -$59K -4,184 -3%
SFS
22
Shaker Financial Services
Virginia
$1.93M +$364K +25,778 +23%
WS
23
Wedbush Securities
California
$1.81M +$41.9K +2,969 +2%
KAS
24
Kestra Advisory Services
Texas
$1.75M +$27.9K +1,975 +2%
IFG
25
Independent Financial Group
California
$1.62M -$56.2K -3,985 -3%