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 2022 vs. Q1 2022
How the institutions holding First Trust High Yield Opportunities 2027 Term Fund changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Q2 2022 | Change |
|---|---|---|---|
| Holders | 60 | 69 | +9 |
| Shares | 9.28M | 11.0M | +1.76M (+19.0%) |
| Value | $161.0M | $160.5M | −$417.9K (−0.3%) |
New holders (15)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q2 2022 but not at the end of Q1 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 346,819 | $5.04M | 0.01% |
| BlackRock Inc. | 146,000 | $2.12M | 0.00% |
| City of London Investment Management Co Ltd | 127,453 | $1.86M | 0.13% |
| Saba Capital Management, L.P. | 63,538 | $923.0K | 0.01% |
| Relative Value Partners Group, LLC | 44,312 | $693.0K | 0.05% |
| Integrated Wealth Concepts LLC | 35,636 | $518.0K | 0.02% |
| Logan Stone Capital, LLC | 32,267 | $469.0K | 0.34% |
| Matisse Capital | 31,585 | $459.0K | 0.44% |
| Camelot Portfolios, LLC | 28,854 | $419.0K | 0.25% |
| Quantedge Capital Pte Ltd | 18,200 | $264.0K | 0.05% |
| Almitas Capital LLC | 15,169 | $220.0K | 0.11% |
| Citadel Advisors LLC | 13,612 | $198.0K | 0.00% |
| Advisory Services Network, LLC | 10,732 | $156.0K | 0.01% |
| Patriot Financial Group Insurance Agency, LLC | 1,050 | $15.0K | 0.00% |
| ACG Wealth | 515 | $7.00K | 0.00% |
Sold out (6)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q1 2022 and filed for Q2 2022 without it.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Sterling Manor Financial, LLC | 163,223 | $2.84M |
| Goldman Sachs Group Inc | 17,059 | $297.0K |
| M Holdings Securities, Inc. | 10,964 | $191.0K |
| Arkadios Wealth Advisors | 10,037 | $175.0K |
| Fortitude Advisory Group L.L.C. | 9,900 | $172.0K |
| Prospera Financial Services Inc | 750 | $13.0K |