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 2023 vs. Q4 2022
How the institutions holding First Trust High Yield Opportunities 2027 Term Fund changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 81 | 3 | 74 | −4 |
| Shares | 13.6M | 52.6K | 13.4M | −132.5K (−1.0%) |
| Value | $183.4M | $709.7K | $188.3M | +$5.59M (+3.1%) |
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (10)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Advent Capital Management | 151,380 | $2.11M | 0.04% |
| CNH Partners LLC | 28,019 | $391.1K | 0.01% |
| Atlas Wealth LLC | 23,208 | $324.0K | 0.06% |
| Spire Wealth Management | 19,199 | $268.0K | 0.01% |
| Weiss Asset Management LP | 18,033 | $251.7K | 0.02% |
| Wintrust Investments LLC | 11,850 | $165.0K | 0.02% |
| Millennium Management LLC | 11,437 | $160.0K | 0.00% |
| WealthPLAN Partners, LLC | 4,252 | $59.4K | 0.01% |
| Sunbelt Securities, Inc. | 1,500 | $20.9K | 0.00% |
| Huntington National Bank | – | $3.59K | 0.00% |
Sold out (14)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Axxcess Wealth Management, LLC | 83,751 | $1.13M |
| HighTower Advisors, LLC | 43,149 | $582.0K |
| Meteora Capital, LLC | 39,142 | $527.6K |
| Prime Capital Investment Advisors, LLC | 25,338 | $341.6K |
| Landscape Capital Management, L.L.C. | 24,758 | $333.7K |
| MGO Private Wealth, LLC | 17,362 | $234.0K |
| Ignite Planners, LLC | 14,300 | $207.9K |
| Susquehanna International Group, LLP | 14,115 | $190.3K |
| True Capital Management | 12,876 | $173.6K |
| Boothbay Fund Management, LLC | 11,741 | $158.3K |
| GWM Advisors LLC | 6,250 | $84.3K |
| U.S. Capital Wealth Advisors, LLC | 2,500 | $33.7K |
| Bessemer Group Inc | 868 | $12.0K |
| Tower Research Capital LLC (TRC) | 15 | $0 |
Not filed for Q1 2023 yet (3)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| CoreCap Advisors, LLC | 51,272 | $691.1K |
| Heritage Wealth Management, LLC | 1,000 | $13.5K |
| Glass Jacobson Investment Advisors llc | 375 | $5.05K |