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 2023 vs. Q2 2023
How the institutions holding First Trust High Yield Opportunities 2027 Term Fund changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 75 | 80 | +5 |
| Shares | 13.8M | 14.4M | +575.2K (+4.2%) |
| Value | $189.7M | $191.9M | +$2.20M (+1.2%) |
New holders (8)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Meteora Capital, LLC | 110,863 | $1.48M | 0.25% |
| Boothbay Fund Management, LLC | 83,511 | $1.11M | 0.04% |
| GTS Securities LLC | 36,147 | $481.5K | 0.01% |
| Millennium Management LLC | 20,345 | $271.0K | 0.00% |
| Comerica Bank | 14,534 | $193.6K | 0.00% |
| NBC Securities, Inc. | 2,060 | $27.0K | 0.00% |
| FMR LLC | 1 | $13 | 0.00% |
| Raleigh Capital Management Inc. | 1 | $9 | 0.00% |
Sold out (3)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Wolverine Asset Management LLC | 5,450 | $74.8K |
| WealthPLAN Partners, LLC | 3,288 | $45.1K |
| US Bancorp | 500 | $6.86K |