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 4 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.
Q2 2021 vs. Q1 2021
How the institutions holding First Trust High Yield Opportunities 2027 Term Fund changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Q2 2021 | Change |
|---|---|---|---|
| Holders | 38 | 39 | +1 |
| Shares | 6.65M | 7.40M | +746.7K (+11.2%) |
| Value | $132.1M | $148.5M | +$16.4M (+12.4%) |
New holders (4)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Invesco Ltd. | 19,817 | $397.0K | 0.00% |
| Stifel Financial Corp | 18,388 | $369.0K | 0.00% |
| Advisory Services Network, LLC | 4,000 | $80.0K | 0.00% |
| Bank of America Corp | 2,968 | $60.0K | 0.00% |
Sold out (3)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| ACG Wealth | 16,638 | $330.0K |
| Moser Wealth Advisors, LLC | 320 | $6.00K |
| FMR LLC | 1 | $0 |