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 2024 vs. Q4 2023
How the institutions holding First Trust High Yield Opportunities 2027 Term Fund changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Q1 2024 | Change |
|---|---|---|---|
| Holders | 84 | 80 | −4 |
| Shares | 14.8M | 13.7M | −1.19M (−8.0%) |
| Value | $206.7M | $198.2M | −$8.47M (−4.1%) |
New holders (11)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Aurora Private Wealth, Inc. | 48,149 | $691.0K | 0.60% |
| Consolidated Portfolio Review Corp | 15,208 | $221.1K | 0.06% |
| PFG Investments, LLC | 15,208 | $221.1K | 0.01% |
| Millennium Management LLC | 14,961 | $217.5K | 0.00% |
| Future Financial Wealth Managment LLC | 11,800 | $171.6K | 0.13% |
| Truist Financial Corp | 10,300 | $149.8K | 0.00% |
| Whittier Trust Co | 7,500 | $109.0K | 0.00% |
| Register Financial Advisors LLC | 6,551 | $95.3K | 0.05% |
| NCP Inc. | 3,031 | $44.1K | 0.03% |
| Bank of America Corp | 500 | $7.27K | 0.00% |
| Assetmark, Inc | 41 | $596 | 0.00% |
Sold out (15)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Penserra Capital Management LLC | 294,166 | $4.10M |
| Wolverine Asset Management LLC | 32,469 | $452.3K |
| Matisse Capital | 26,877 | $374.4K |
| Flow State Investments, L.P. | 18,531 | $258.1K |
| Nomura Holdings Inc | 12,774 | $177.9K |
| Wintrust Investments LLC | 12,220 | $170.0K |
| Kovack Advisors, Inc. | 11,200 | $156.0K |
| Elequin Capital LP | 11,020 | $153.5K |
| Virtu Financial LLC | 10,397 | $145.0K |
| Wells Fargo & Company | 8,000 | $111.4K |
| Geneos Wealth Management Inc. | 2,778 | $38.7K |
| Benjamin F. Edwards & Company, Inc. | 1,650 | $23.0K |
| Gradient Investments LLC | 400 | $5.57K |
| Huntington National Bank | – | $4.49K |
| American National Bank | 27 | $376 |