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.
Q3 2022 vs. Q2 2022
How the institutions holding First Trust High Yield Opportunities 2027 Term Fund changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Of which not filed for Q3 2022 | Q3 2022 | Change |
|---|---|---|---|---|
| Holders | 69 | 1 | 62 | −6 |
| Shares | 11.0M | 16.9K | 11.6M | +551.0K (+5.0%) |
| Value | $160.5M | $246.0K | $155.9M | −$4.39M (−2.7%) |
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (6)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q3 2022 but not at the end of Q2 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| National Asset Management, Inc. | 20,634 | $278.0K | 0.01% |
| Atria Wealth Solutions, Inc. | 18,903 | $254.6K | 0.00% |
| MGO Private Wealth, LLC | 17,444 | $235.0K | 0.11% |
| Cetera Advisor Networks LLC | 13,460 | $181.0K | 0.00% |
| Commerce Bank | 11,009 | $148.0K | 0.00% |
| Rise Advisors, LLC | 1,009 | $14.0K | 0.01% |
Sold out (12)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q2 2022 and filed for Q3 2022 without it.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Saba Capital Management, L.P. | 63,538 | $923.0K |
| Quantedge Capital Pte Ltd | 18,200 | $264.0K |
| EPG Wealth Management LLC | 15,477 | $225.0K |
| Almitas Capital LLC | 15,169 | $220.0K |
| Whittier Trust Co | 15,000 | $218.0K |
| Citadel Advisors LLC | 13,612 | $198.0K |
| Snowden Capital Advisors LLC | 13,000 | $188.0K |
| Advisory Services Network, LLC | 10,732 | $156.0K |
| U.S. Capital Wealth Advisors, LLC | 10,500 | $153.0K |
| Patriot Financial Group Insurance Agency, LLC | 1,050 | $15.0K |
| US Bancorp | 505 | $7.00K |
| ACG Wealth | 515 | $7.00K |
Not filed for Q3 2022 yet (1)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| B. Riley Wealth Management, Inc. | 16,902 | $246.0K |