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 2022 vs. Q3 2022
How the institutions holding First Trust High Yield Opportunities 2027 Term Fund changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Q4 2022 | Change |
|---|---|---|---|
| Holders | 62 | 81 | +19 |
| Shares | 11.6M | 13.6M | +2.03M (+17.5%) |
| Value | $155.9M | $183.4M | +$27.5M (+17.7%) |
New holders (26)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q4 2022 but not at the end of Q3 2022.
Sold out (7)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| BlackRock Inc. | 146,000 | $1.97M |
| Spire Wealth Management | 80,510 | $1.08M |
| National Asset Management, Inc. | 20,634 | $278.0K |
| Bank of America Corp | 16,216 | $218.0K |
| Narwhal Capital Management | 13,447 | $181.0K |
| Cetera Advisor Networks LLC | 13,460 | $181.0K |
| Commerce Bank | 11,009 | $148.0K |