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 2025 vs. Q1 2025
How the institutions holding First Trust High Yield Opportunities 2027 Term Fund changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Of which not filed for Q2 2025 | Q2 2025 | Change |
|---|---|---|---|---|
| Holders | 89 | 1 | 85 | −3 |
| Shares | 15.7M | 800 | 15.2M | −441.2K (−2.8%) |
| Value | $226.3M | $11.6K | $225.9M | −$341.2K (−0.2%) |
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (4)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Narwhal Capital Management | 209,151 | $3.11M | 0.25% |
| Daymark Wealth Partners, LLC | 10,796 | $160.3K | 0.01% |
| Ameritas Advisory Services, LLC | 7,392 | $109.8K | 0.01% |
| Colonial Trust Advisors | 750 | $11.1K | 0.00% |
Sold out (7)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Thoroughbred Financial Services, LLC | 31,500 | $455.0K |
| N.E.W. Advisory Services LLC | 16,582 | $239.6K |
| Susquehanna International Group, LLP | 10,272 | $148.4K |
| NCP Inc. | 3,249 | $46.9K |
| Bank of America Corp | 1,030 | $14.9K |
| Huntington National Bank | – | $5.66K |
| Coldstream Capital Management Inc | 26 | $376 |
Not filed for Q2 2025 yet (1)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Noble Wealth Management PBC | 800 | $11.6K |