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 2024 vs. Q3 2024
How the institutions holding First Trust High Yield Opportunities 2027 Term Fund changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 81 | 2 | 89 | +10 |
| Shares | 12.8M | 41.8K | 14.2M | +1.49M (+11.7%) |
| Value | $189.5M | $632.7K | $206.1M | +$17.2M (+9.1%) |
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (15)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Huntleigh Advisors, Inc. | 540,473 | $7.83M | 1.68% |
| Winebrenner Capital Management LLC | 338,639 | $4.90M | 3.78% |
| Raymond James Financial Inc | 54,924 | $795.3K | 0.00% |
| Change Path, LLC | 31,950 | $462.6K | 0.01% |
| First Financial Group Corp | 28,755 | $416.4K | 0.46% |
| PVG Asset Management Corp | 26,770 | $387.6K | 1.83% |
| Balboa Wealth Partners | 24,211 | $350.6K | 0.08% |
| Wealth Enhancement Advisory Services, LLC | 15,297 | $221.5K | 0.00% |
| Stratos Wealth Partners, LTD. | 14,795 | $214.2K | 0.00% |
| Susquehanna International Group, LLP | 13,691 | $198.2K | 0.00% |
| Jane Street Group, LLC | 10,995 | $159.2K | 0.00% |
| Elequin Capital LP | 7,288 | $105.5K | 0.01% |
| Private Trust Co NA | 1,500 | $21.7K | 0.00% |
| Financial Perspectives, Inc | 1,360 | $19.7K | 0.01% |
| Ronald Blue Trust, Inc. | 605 | $8.76K | 0.00% |
Sold out (5)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Sanctuary Advisors, LLC | 63,150 | $940.3K |
| Kovack Advisors, Inc. | 21,100 | $319.0K |
| Venture Visionary Partners LLC | 10,088 | $152.5K |
| Bank of America Corp | 1,286 | $19.4K |
| Beaird Harris Wealth Management, LLC | 315 | $4.76K |
Not filed for Q4 2024 yet (2)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 23,556 | $356.2K |
| Raymond James & Associates | 18,287 | $276.5K |