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 2025 vs. Q2 2025
How the institutions holding First Trust High Yield Opportunities 2027 Term Fund changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Of which not filed for Q3 2025 | Q3 2025 | Change |
|---|---|---|---|---|
| Holders | 85 | 2 | 88 | +5 |
| Shares | 15.2M | 184.9K | 14.9M | −92.4K (−0.6%) |
| Value | $225.9M | $2.75M | $216.4M | −$6.73M (−3.0%) |
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (10)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| TrueMark Investments, LLC | 31,414 | $455.2K | 0.08% |
| Sheets Smith Investment Management | 27,515 | $398.7K | 0.26% |
| Noble Wealth Management PBC | 18,795 | $272.3K | 0.14% |
| Sofos Investments, Inc. | 18,363 | $266.1K | 0.05% |
| Citadel Advisors LLC | 16,587 | $240.3K | 0.00% |
| Readystate Asset Management LP | 15,166 | $219.8K | 0.01% |
| Lido Advisors, LLC | 12,430 | $180.1K | 0.00% |
| Rockefeller Capital Management L.P. | 2,000 | $29.0K | 0.00% |
| CX Institutional | 1,966 | $28.0K | 0.00% |
| Bank of America Corp | 1 | $14 | 0.00% |
Sold out (5)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Kovitz Investment Group Partners, LLC | 71,971 | $1.07M |
| Camelot Portfolios, LLC | 38,045 | $565.0K |
| Envestnet Asset Management Inc | 13,128 | $194.9K |
| NBC Securities, Inc. | 1,181 | $17.0K |
| Geneos Wealth Management Inc. | 537 | $7.97K |
Not filed for Q3 2025 yet (2)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Aurora Private Wealth, Inc. | 164,262 | $2.44M |
| Atria Wealth Solutions, Inc. | 20,609 | $306.0K |