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 2024 vs. Q1 2024
How the institutions holding First Trust High Yield Opportunities 2027 Term Fund changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Q2 2024 | Change |
|---|---|---|---|
| Holders | 80 | 81 | +1 |
| Shares | 13.7M | 12.7M | −995.2K (−7.3%) |
| Value | $198.2M | $181.2M | −$17.0M (−8.6%) |
New holders (11)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Atlas Wealth LLC | 363,661 | $5.17M | 0.80% |
| Sanctuary Advisors, LLC | 85,000 | $1.20M | 0.01% |
| GWM Advisors LLC | 47,299 | $677.3K | 0.00% |
| Black Point Wealth Management | 38,756 | $555.0K | 0.58% |
| Walleye Capital LLC | 15,839 | $226.8K | 0.00% |
| Perigon Wealth Management, LLC | 13,637 | $195.3K | 0.01% |
| Fulton Breakefield Broenniman LLC | 10,570 | $151.4K | 0.01% |
| Riverbridge Partners LLC | 10,075 | $144.3K | 0.00% |
| Asset Dedication, LLC | 609 | $8.73K | 0.00% |
| Wells Fargo & Company | 331 | $4.74K | 0.00% |
| FMR LLC | 3 | $43 | 0.00% |
Sold out (10)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q1 2024 and filed for Q2 2024 without it.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| JPMorgan Chase & Co | 440,809 | $6.41M |
| Relative Value Partners Group, LLC | 413,238 | $5.86M |
| CNH Partners LLC | 105,196 | $1.53M |
| Bulldog Investors, LLP | 60,742 | $883.2K |
| PFG Investments, LLC | 15,208 | $221.1K |
| Millennium Management LLC | 14,961 | $217.5K |
| Cary Street Partner Investment Advisory LLC | 12,000 | $174.5K |
| Truist Financial Corp | 10,300 | $149.8K |
| Whittier Trust Co | 7,500 | $109.0K |
| Bank of America Corp | 500 | $7.27K |