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 2025 vs. Q4 2024
How the institutions holding First Trust High Yield Opportunities 2027 Term Fund changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Q1 2025 | Change |
|---|---|---|---|
| Holders | 89 | 89 | 0 |
| Shares | 14.2M | 15.7M | +1.43M (+10.0%) |
| Value | $206.1M | $226.3M | +$20.2M (+9.8%) |
New holders (10)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Transcend Wealth Collective, LLC | 65,117 | $940.9K | 0.07% |
| Concurrent Investment Advisors, LLC | 26,560 | $383.8K | 0.01% |
| N.E.W. Advisory Services LLC | 16,582 | $239.6K | 0.02% |
| Steward Partners Investment Advisory, LLC | 2,750 | $39.7K | 0.00% |
| Bank of America Corp | 1,030 | $14.9K | 0.00% |
| Noble Wealth Management PBC | 800 | $11.6K | 0.01% |
| SRS Capital Advisors, Inc. | 553 | $7.99K | 0.00% |
| Geneos Wealth Management Inc. | 544 | $7.86K | 0.00% |
| WPG Advisers, LLC | 120 | $1.73K | 0.00% |
| Coldstream Capital Management Inc | 26 | $376 | 0.00% |
Sold out (10)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Black Point Wealth Management | 62,707 | $908.0K |
| Wealth Enhancement Advisory Services, LLC | 15,297 | $221.5K |
| Cresset Asset Management, LLC | 11,088 | $160.5K |
| Jane Street Group, LLC | 10,995 | $159.2K |
| Riverbridge Partners LLC | 10,482 | $151.8K |
| Prime Capital Investment Advisors, LLC | 10,062 | $145.7K |
| Elequin Capital LP | 7,288 | $105.5K |
| Proequities, Inc. | 5,900 | $86.9K |
| Ronald Blue Trust, Inc. | 605 | $8.76K |
| FMR LLC | 1 | $14 |