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 2026 vs. Q4 2025
How the institutions holding First Trust High Yield Opportunities 2027 Term Fund changed between Q4 2025 and Q1 2026.
All holders in Q1 2026All holders in Q4 2025
| Measure | Q4 2025 | Of which not filed for Q1 2026 | Q1 2026 | Change |
|---|---|---|---|---|
| Holders | 96 | 2 | 90 | −4 |
| Shares | 15.8M | 7.29K | 16.2M | +465.1K (+2.9%) |
| Value | $222.1M | $102.6K | $219.9M | −$2.13M (−1.0%) |
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (7)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q1 2026 but not at the end of Q4 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Cohen & Steers, Inc. | 65,000 | $879.0K | 0.00% |
| HRT Financial LP | 12,972 | $175.0K | 0.00% |
| Fifth Third Bancorp | 6,672 | $90.3K | 0.00% |
| Golden State Equity Partners | 2,386 | $32.3K | 0.00% |
| Harbour Investments, Inc. | 718 | $9.72K | 0.00% |
| Whittier Trust Co of Nevada Inc | 52 | $697 | 0.00% |
| Rockefeller Capital Management L.P. | 12 | $162 | 0.00% |
Sold out (11)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q4 2025 and filed for Q1 2026 without it.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| BlueChip Wealth Advisors LLC | 38,850 | $546.6K |
| Wolverine Asset Management LLC | 28,955 | $407.4K |
| Readystate Asset Management LP | 28,623 | $402.7K |
| Jane Street Group, LLC | 22,770 | $320.4K |
| Merit Financial Group, LLC | 15,666 | $220.4K |
| Nomura Holdings Inc | 13,937 | $196.1K |
| Susquehanna International Group, LLP | 11,539 | $162.4K |
| Camelot Portfolios, LLC | 7,000 | $98.5K |
| Plante Moran Financial Advisors, LLC | 1,060 | $14.9K |
| WPG Advisers, LLC | 86 | $1.21K |
| Flagship Harbor Advisors, LLC | 77 | $1.10K |
Not filed for Q1 2026 yet (2)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Comerica Bank | 6,739 | $94.8K |
| Global Retirement Partners, LLC | 551 | $7.75K |