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 2023 vs. Q1 2023
How the institutions holding First Trust High Yield Opportunities 2027 Term Fund changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Of which not filed for Q2 2023 | Q2 2023 | Change |
|---|---|---|---|---|
| Holders | 74 | 1 | 75 | +2 |
| Shares | 13.4M | 96.0K | 13.8M | +512.3K (+3.8%) |
| Value | $188.3M | $1.34M | $189.7M | +$2.76M (+1.5%) |
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (8)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Apollon Wealth Management, LLC | 94,898 | $1.30M | 0.06% |
| CoreCap Advisors, LLC | 36,202 | $496.7K | 0.04% |
| Bulldog Investors, LLP | 30,474 | $418.1K | 0.14% |
| Prime Capital Investment Advisors, LLC | 21,407 | $293.7K | 0.01% |
| Cary Street Partner Investment Advisory LLC | 13,500 | $185.2K | 0.01% |
| Cresset Asset Management, LLC | 11,828 | $162.3K | 0.00% |
| US Bancorp | 500 | $6.86K | 0.00% |
| Glass Jacobson Investment Advisors llc | 380 | $5.21K | 0.00% |
Sold out (6)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Almitas Capital LLC | 44,293 | $618.3K |
| Spire Wealth Management | 19,199 | $268.0K |
| Weiss Asset Management LP | 18,033 | $251.7K |
| Millennium Management LLC | 11,437 | $160.0K |
| Ameritas Advisory Services, LLC | 11,273 | $157.4K |
| Huntington National Bank | – | $3.59K |
Not filed for Q2 2023 yet (1)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Catalyst Wealth Management, LLC | 96,023 | $1.34M |