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 2023 vs. Q3 2023
How the institutions holding First Trust High Yield Opportunities 2027 Term Fund changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 80 | 84 | +4 |
| Shares | 14.4M | 14.8M | +426.3K (+3.0%) |
| Value | $191.9M | $206.7M | +$14.8M (+7.7%) |
New holders (16)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Landscape Capital Management, L.L.C. | 109,264 | $1.52M | 0.14% |
| BlueChip Wealth Advisors LLC | 72,500 | $1.01M | 0.71% |
| Rareview Capital LLC | 48,753 | $679.1K | 0.62% |
| Wolverine Asset Management LLC | 32,469 | $452.3K | 0.01% |
| Stablepoint Partners, LLC | 24,365 | $339.4K | 0.09% |
| Flow State Investments, L.P. | 18,531 | $258.1K | 0.09% |
| CWM, LLC | 12,960 | $181.0K | 0.00% |
| Nomura Holdings Inc | 12,774 | $177.9K | 0.00% |
| Virtu Financial LLC | 10,397 | $145.0K | 0.01% |
| Allworth Financial LP | 2,000 | $27.9K | 0.00% |
| Benjamin F. Edwards & Company, Inc. | 1,650 | $23.0K | 0.00% |
| Gradient Investments LLC | 400 | $5.57K | 0.00% |
| Huntington National Bank | – | $4.49K | 0.00% |
| Beaird Harris Wealth Management, LLC | 315 | $4.39K | 0.00% |
| Blue Bell Private Wealth Management, LLC | 70 | $975 | 0.00% |
| American National Bank | 27 | $376 | 0.00% |
Sold out (12)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Saba Capital Management, L.P. | 186,020 | $2.48M |
| Advent Capital Management | 150,000 | $2.00M |
| Atlas Wealth LLC | 149,983 | $2.00M |
| Logan Stone Capital, LLC | 78,102 | $1.04M |
| GTS Securities LLC | 36,147 | $481.5K |
| Pekin Hardy Strauss, Inc. | 26,150 | $348.3K |
| Millennium Management LLC | 20,345 | $271.0K |
| Columbia Advisory Partners LLC | 10,839 | $144.4K |
| IFP Advisors, Inc | 750 | $9.99K |
| Focused Wealth Management, Inc | 300 | $4.00K |
| FMR LLC | 1 | $13 |
| Raleigh Capital Management Inc. | 1 | $9 |