Skip to main content

First Trust High Yield Opportunities 2027 Term Fund

FTHY
Exchange
NYSE
SEC CIK
0001810523

In the last 90 days, First Trust High Yield Opportunities 2027 Term Fund insiders filed 2 open-market purchases and 0 sales; 88 institutions reported holding it in 13F filings for Q2 2026, worth $234.2M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in First Trust High Yield Opportunities 2027 Term Fund as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
38
No complete 13F data for Q4 2020
Shares held
6.65M
No complete 13F data for Q4 2020
Total value
$132.1M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting FTHY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 38 institutions
Q1 2021: 38 institutionsQ2 2021: 39 institutionsQ3 2021: 37 institutionsQ4 2021: 47 institutionsQ1 2022: 60 institutionsQ2 2022: 69 institutionsQ3 2022: 62 institutionsQ4 2022: 81 institutionsQ1 2023: 74 institutionsQ2 2023: 75 institutionsQ3 2023: 80 institutionsQ4 2023: 84 institutionsQ1 2024: 80 institutionsQ2 2024: 81 institutionsQ3 2024: 81 institutionsQ4 2024: 89 institutionsQ1 2025: 89 institutionsQ2 2025: 85 institutionsQ3 2025: 88 institutionsQ4 2025: 96 institutionsQ1 2026: 90 institutionsQ2 2026: 88 institutions
Value heldQ1 2021: $132.1M
Q1 2021: $132.1MQ2 2021: $148.5MQ3 2021: $162.5MQ4 2021: $178.3MQ1 2022: $161.0MQ2 2022: $160.5MQ3 2022: $155.9MQ4 2022: $183.4MQ1 2023: $188.3MQ2 2023: $189.7MQ3 2023: $191.9MQ4 2023: $206.7MQ1 2024: $198.2MQ2 2024: $181.2MQ3 2024: $189.5MQ4 2024: $206.1MQ1 2025: $226.3MQ2 2025: $225.9MQ3 2025: $216.4MQ4 2025: $222.1MQ1 2026: $219.9MQ2 2026: $234.2M
Institutions holding FTHY and their total value by quarter
QuarterHoldersValue
Q2 202688$234.2M
Q1 202690$219.9M
Q4 202596$222.1M
Q3 202588$216.4M
Q2 202585$225.9M
Q1 202589$226.3M
Q4 202489$206.1M
Q3 202481$189.5M
Q2 202481$181.2M
Q1 202480$198.2M
Q4 202384$206.7M
Q3 202380$191.9M
Q2 202375$189.7M
Q1 202374$188.3M
Q4 202281$183.4M
Q3 202262$155.9M
Q2 202269$160.5M
Q1 202260$161.0M
Q4 202147$178.3M
Q3 202137$162.5M
Q2 202139$148.5M
Q1 202138$132.1M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding First Trust High Yield Opportunities 2027 Term Fund.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding FTHY in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley2,640,103$52.4M0.01%––
Private Advisory Group LLC457,542$9.08M2.60%––
Punch & Associates Investment Management, Inc.384,864$7.64M0.46%––
Arete Wealth Advisors, LLC380,098$7.54M0.97%––
Envestnet Asset Management Inc361,906$7.18M0.00%––
Kestra Advisory Services, LLC288,075$5.72M0.07%––
Commonwealth Equity Services, LLC251,088$4.98M0.01%––
Royal Bank of Canada208,906$4.15M0.00%––
Cambridge Investment Research Advisors, Inc.198,419$3.94M0.02%––
Sterling Manor Financial, LLC182,893$3.63M3.23%––
Rivernorth Capital Management, LLC181,963$3.61M0.22%––
Advisor Group Holdings, Inc.146,674$2.92M0.01%––
International Assets Investment Management, LLC121,243$2.43M0.23%––
Independent Financial Group, LLC104,640$2.08M0.27%––
20/20 Capital Management, Inc.94,812$1.88M0.55%––
Kestra Private Wealth Services, LLC92,110$1.83M0.13%––
Ameritas Investment Company, LLC84,466$1.68M0.14%––
Spire Wealth Management76,836$1.50M0.04%––
Thoroughbred Financial Services, LLC62,500$1.24M0.34%––
B. Riley Wealth Management, Inc.50,557$1.00M0.12%––
Wedbush Securities Inc40,085$796.0K0.04%––
National Asset Management, Inc.34,816$699.0K0.02%––
D.A. Davidson & Co.32,400$643.0K0.01%––
Narwhal Capital Management30,520$606.0K0.08%––
Kovack Advisors, Inc.23,850$473.0K0.06%––
Arkadios Wealth Advisors17,985$357.0K0.06%––
Proequities, Inc.17,800$353.0K0.02%––
ACG Wealth16,638$330.0K0.04%––
Janney Montgomery Scott LLC14,050$279.0K0.00%––
LPL Financial LLC12,876$256.0K0.00%––
Matisse Capital11,510$228.0K0.07%––
Truist Financial Corp10,330$205.0K0.00%––
UBS Group AG6,022$119.0K0.00%––
Wolverine Asset Management LLC5,845$116.0K0.00%––
Wells Fargo & Company5,001$99.0K0.00%––
Heritage Wealth Management, LLC4,500$89.0K0.05%––
Moser Wealth Advisors, LLC320$6.00K0.00%––
FMR LLC1$00.00%––