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 2024 vs. Q2 2024
How the institutions holding First Trust High Yield Opportunities 2027 Term Fund changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Q3 2024 | Change |
|---|---|---|---|
| Holders | 81 | 81 | 0 |
| Shares | 12.7M | 12.8M | +123.1K (+1.0%) |
| Value | $181.2M | $189.5M | +$8.23M (+4.5%) |
New holders (7)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Penserra Capital Management LLC | 322,642 | $4.88M | 0.11% |
| Kovitz Investment Group Partners, LLC | 117,456 | $1.78M | 0.01% |
| Magnus Financial Group LLC | 25,622 | $387.4K | 0.04% |
| Kovack Advisors, Inc. | 21,100 | $319.0K | 0.03% |
| Venture Visionary Partners LLC | 10,088 | $152.5K | 0.01% |
| Bank of America Corp | 1,286 | $19.4K | 0.00% |
| Huntington National Bank | – | $5.93K | 0.00% |
Sold out (7)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Atlas Wealth LLC | 363,661 | $5.17M |
| Meteora Capital, LLC | 37,753 | $540.6K |
| Rareview Capital LLC | 30,662 | $439.1K |
| Boothbay Fund Management, LLC | 23,400 | $335.1K |
| Walleye Capital LLC | 15,839 | $226.8K |
| Landscape Capital Management, L.L.C. | 11,295 | $161.7K |
| Register Financial Advisors LLC | 6,551 | $93.8K |