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 2025 vs. Q3 2025
How the institutions holding First Trust High Yield Opportunities 2027 Term Fund changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Of which not filed for Q4 2025 | Q4 2025 | Change |
|---|---|---|---|---|
| Holders | 88 | 1 | 96 | +9 |
| Shares | 14.9M | 27.5K | 15.8M | +873.4K (+5.9%) |
| Value | $216.4M | $398.7K | $222.1M | +$6.05M (+2.8%) |
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (20)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Logan Stone Capital, LLC | 230,788 | $3.25M | 0.80% |
| Aurora Private Wealth, Inc. | 196,255 | $2.76M | 1.81% |
| Almitas Capital LLC | 55,326 | $778.4K | 0.17% |
| CSS LLC | 44,181 | $621.6K | 0.04% |
| Signature Equity Partners, LLC | 30,232 | $425.4K | 0.24% |
| Wolverine Asset Management LLC | 28,955 | $407.4K | 0.01% |
| Colony Group, LLC | 28,695 | $403.7K | 0.00% |
| Focused Alpha, LLC | 24,165 | $340.0K | 0.10% |
| XTX Topco Ltd | 23,324 | $328.2K | 0.01% |
| Jane Street Group, LLC | 22,770 | $320.4K | 0.00% |
| Brinker Capital Investments, LLC | 21,078 | $296.6K | 0.00% |
| Merit Financial Group, LLC | 15,666 | $220.4K | 0.00% |
| Nomura Holdings Inc | 13,937 | $196.1K | 0.00% |
| Susquehanna International Group, LLP | 11,539 | $162.4K | 0.00% |
| N.E.W. Advisory Services LLC | 8,291 | $116.7K | 0.01% |
| Camelot Portfolios, LLC | 7,000 | $98.5K | 0.06% |
| Pinnacle Wealth Planning Services, Inc. | 1,538 | $21.6K | 0.00% |
| Plante Moran Financial Advisors, LLC | 1,060 | $14.9K | 0.00% |
| Global Retirement Partners, LLC | 551 | $7.75K | 0.00% |
| Flagship Harbor Advisors, LLC | 77 | $1.10K | 0.00% |
Sold out (11)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Consolidated Portfolio Review Corp | 19,454 | $281.9K |
| Citadel Advisors LLC | 16,587 | $240.3K |
| NovaPoint Capital, LLC | 13,775 | $199.6K |
| Future Financial Wealth Managment LLC | 9,400 | $136.2K |
| Ameritas Advisory Services, LLC | 7,424 | $107.6K |
| Steward Partners Investment Advisory, LLC | 2,750 | $39.8K |
| Rockefeller Capital Management L.P. | 2,000 | $29.0K |
| Rise Advisors, LLC | 1,394 | $20.2K |
| Financial Perspectives, Inc | 1,360 | $19.7K |
| Asset Dedication, LLC | 107 | $1.55K |
| Bank of America Corp | 1 | $14 |
Not filed for Q4 2025 yet (1)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Sheets Smith Investment Management | 27,515 | $398.7K |