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.
Q4 2021 vs. Q3 2021
How the institutions holding First Trust High Yield Opportunities 2027 Term Fund changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Of which not filed for Q4 2021 | Q4 2021 | Change |
|---|---|---|---|---|
| Holders | 37 | 1 | 47 | +11 |
| Shares | 7.91M | 4.50K | 8.80M | +901.4K (+11.4%) |
| Value | $162.5M | $92.0K | $178.3M | +$15.9M (+9.8%) |
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (13)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Ameritas Advisory Services, LLC | 285,018 | $5.76M | 0.21% |
| Axxcess Wealth Management, LLC | 101,432 | $2.05M | 0.16% |
| Ignite Planners, LLC | 68,375 | $1.36M | 0.88% |
| CoreCap Advisors, LLC | 56,686 | $1.15M | 0.08% |
| Transcend Wealth Collective, LLC | 25,000 | $506.0K | 0.04% |
| Stifel Financial Corp | 11,989 | $242.0K | 0.00% |
| NovaPoint Capital, LLC | 11,304 | $229.0K | 0.08% |
| Fortitude Advisory Group L.L.C. | 9,900 | $200.0K | 0.10% |
| JPMorgan Chase & Co | 9,500 | $192.0K | 0.00% |
| EverSource Wealth Advisors, LLC | 1,640 | $33.0K | 0.01% |
| Snowden Capital Advisors LLC | 900 | $18.0K | 0.00% |
| US Bancorp | 505 | $10.0K | 0.00% |
| Focused Wealth Management, Inc | 200 | $4.00K | 0.00% |
Sold out (2)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| City of London Investment Management Co Ltd | 30,733 | $632.0K |
| Tower Research Capital LLC (TRC) | 32 | $1.00K |
Not filed for Q4 2021 yet (1)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Heritage Wealth Management, LLC | 4,500 | $92.0K |