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.
Q1 2022 vs. Q4 2021
How the institutions holding First Trust High Yield Opportunities 2027 Term Fund changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Q1 2022 | Change |
|---|---|---|---|
| Holders | 47 | 60 | +13 |
| Shares | 8.80M | 9.28M | +478.0K (+5.4%) |
| Value | $178.3M | $161.0M | −$17.3M (−9.7%) |
New holders (16)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q1 2022 but not at the end of Q4 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Rivernorth Capital Management, LLC | 723,182 | $12.6M | 0.47% |
| World Equity Group, Inc. | 151,081 | $2.63M | 0.57% |
| Wolverine Asset Management LLC | 114,835 | $2.00M | 0.02% |
| Oder Investment Management, LLC | 83,392 | $1.45M | 1.65% |
| Shaker Financial Services, LLC | 20,016 | $348.0K | 0.13% |
| Columbia Advisory Partners LLC | 19,529 | $340.0K | 0.34% |
| 1607 Capital Partners, LLC | 17,400 | $303.0K | 0.02% |
| Goldman Sachs Group Inc | 17,059 | $297.0K | 0.00% |
| EPG Wealth Management LLC | 16,782 | $292.0K | 0.10% |
| Whittier Trust Co | 15,000 | $261.0K | 0.00% |
| Raymond James & Associates | 12,300 | $214.0K | 0.00% |
| M Holdings Securities, Inc. | 10,964 | $191.0K | 0.01% |
| U.S. Capital Wealth Advisors, LLC | 10,500 | $183.0K | 0.01% |
| IFP Advisors, Inc | 1,500 | $30.0K | 0.00% |
| Heritage Wealth Management, LLC | 1,000 | $17.0K | 0.00% |
| Prospera Financial Services Inc | 750 | $13.0K | 0.00% |
Sold out (3)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q4 2021 and filed for Q1 2022 without it.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| National Asset Management, Inc. | 30,814 | $623.0K |
| Transcend Wealth Collective, LLC | 25,000 | $506.0K |
| Truist Financial Corp | 11,154 | $226.0K |