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 3 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.
13F holders, Q1 2026
Institutional positions in First Trust High Yield Opportunities 2027 Term Fund as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 90
- −4 vs. Q4 2025
- Shares held
- 16.2M
- +465.1K (+2.9%) vs. Q4 2025
- Total value
- $219.9M
- −$2.13M (−1.0%) vs. Q4 2025
- New holders
- 7
- 28 more added
- Sold out
- 11
- 40 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FTHY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 88 | $234.2M |
| Q1 2026 | 90 | $219.9M |
| Q4 2025 | 96 | $222.1M |
| Q3 2025 | 88 | $216.4M |
| Q2 2025 | 85 | $225.9M |
| Q1 2025 | 89 | $226.3M |
| Q4 2024 | 89 | $206.1M |
| Q3 2024 | 81 | $189.5M |
| Q2 2024 | 81 | $181.2M |
| Q1 2024 | 80 | $198.2M |
| Q4 2023 | 84 | $206.7M |
| Q3 2023 | 80 | $191.9M |
| Q2 2023 | 75 | $189.7M |
| Q1 2023 | 74 | $188.3M |
| Q4 2022 | 81 | $183.4M |
| Q3 2022 | 62 | $155.9M |
| Q2 2022 | 69 | $160.5M |
| Q1 2022 | 60 | $161.0M |
| Q4 2021 | 47 | $178.3M |
| Q3 2021 | 37 | $162.5M |
| Q2 2021 | 39 | $148.5M |
| Q1 2021 | 38 | $132.1M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding First Trust High Yield Opportunities 2027 Term Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 12 | $162 | 0.00% | +12 | New |
| Wells Fargo & Company | 13 | $176 | 0.00% | −39,000−100.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 52 | $697 | 0.00% | +52 | New |
| EverSource Wealth Advisors, LLC | 53 | $716 | 0.00% | +2+3.9% | Added |
| Blue Bell Private Wealth Management, LLC | 70 | $947 | 0.00% | −550−88.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 425 | $5.75K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 553 | $7.48K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 714 | $9.66K | 0.00% | −984−58.0% | Reduced |
| Harbour Investments, Inc. | 718 | $9.72K | 0.00% | +718 | New |
| Sofos Investments, Inc. | 776 | $10.5K | 0.00% | −453−36.9% | Reduced |
| Allworth Financial LP | 1,000 | $13.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,057 | $14.3K | 0.00% | −481−31.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,073 | $14.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,500 | $20.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,500 | $20.3K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 2,016 | $27.0K | 0.00% | +20+1.0% | Added |
| Golden State Equity Partners | 2,386 | $32.3K | 0.00% | +2,386 | New |
| Sunbelt Securities, Inc. | 3,578 | $48.4K | 0.00% | +14+0.4% | Added |
| Fifth Third Bancorp | 6,672 | $90.3K | 0.00% | +6,672 | New |
| N.E.W. Advisory Services LLC | 8,367 | $113.2K | 0.01% | +76+0.9% | Added |
| Fulton Breakefield Broenniman LLC | 10,570 | $143.0K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 10,840 | $146.7K | 0.00% | −12,484−53.5% | Reduced |
| Perigon Wealth Management, LLC | 11,124 | $150.5K | 0.00% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 11,239 | $152.1K | 0.02% | −370−3.2% | Reduced |
| Lido Advisors, LLC | 12,430 | $168.2K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 12,790 | $173.0K | 0.00% | −29,392−69.7% | Reduced |
| HRT Financial LP | 12,972 | $175.0K | 0.00% | +12,972 | New |
| Shaker Financial Services, LLC | 13,793 | $186.6K | 0.07% | −123,335−89.9% | Reduced |
| Daymark Wealth Partners, LLC | 14,866 | $201.1K | 0.01% | +3,984+36.6% | Added |
| CWM, LLC | 14,922 | $201.9K | 0.00% | 00.0% | Unchanged |
| PVG Asset Management Corp | 15,891 | $213.7K | 0.13% | −10,700−40.2% | Reduced |
| International Assets Investment Management, LLC | 16,444 | $220.8K | 0.02% | +183+1.1% | Added |
| Bullseye Investment Management, LLC | 16,352 | $221.2K | 0.12% | −6,075−27.1% | Reduced |
| Brinker Capital Investments, LLC | 17,512 | $236.9K | 0.00% | −3,566−16.9% | Reduced |
| Apollon Wealth Management, LLC | 17,876 | $241.9K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 18,725 | $253.0K | 0.00% | +750+4.2% | Added |
| Change Path, LLC | 19,000 | $257.1K | 0.01% | −600−3.1% | Reduced |
| Fortitude Advisory Group L.L.C. | 21,341 | $288.7K | 0.13% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 21,781 | $294.7K | 0.00% | +80.0% | Added |
| Balboa Wealth Partners | 23,563 | $318.8K | 0.05% | 00.0% | Unchanged |
| Focused Alpha, LLC | 24,542 | $332.1K | 0.10% | +377+1.6% | Added |
| Raymond James Financial Inc | 25,280 | $342.0K | 0.00% | −1,050−4.0% | Reduced |
| Advisory Services Network, LLC | 26,076 | $352.8K | 0.00% | −945−3.5% | Reduced |
| Colony Group, LLC | 26,571 | $359.5K | 0.00% | −2,124−7.4% | Reduced |
| First Financial Group Corp | 27,125 | $367.0K | 0.30% | −630−2.3% | Reduced |
| Huntleigh Advisors, Inc. | 30,803 | $416.8K | 0.07% | −3,027−8.9% | Reduced |
| Signature Equity Partners, LLC | 31,055 | $420.2K | 0.23% | +823+2.7% | Added |
| CoreCap Advisors, LLC | 32,334 | $437.5K | 0.01% | −3,210−9.0% | Reduced |
| World Equity Group, Inc. | 32,342 | $437.6K | 0.11% | −6,615−17.0% | Reduced |
| TrueMark Investments, LLC | 33,934 | $459.1K | 0.09% | +1,728+5.4% | Added |
| Cetera Investment Advisers | 34,071 | $461.0K | 0.00% | −603−1.7% | Reduced |
| Invesco Ltd. | 41,616 | $563.1K | 0.00% | −763−1.8% | Reduced |
| Arete Wealth Advisors, LLC | 44,863 | $604.0K | 0.05% | −28,183−38.6% | Reduced |
| Insight Advisors, LLC | 48,266 | $653.0K | 0.12% | −7,094−12.8% | Reduced |
| Kestra Private Wealth Services, LLC | 48,906 | $661.7K | 0.01% | −770−1.6% | Reduced |
| CSS LLC | 53,630 | $725.6K | 0.04% | +9,449+21.4% | Added |
| Cohen & Steers, Inc. | 65,000 | $879.0K | 0.00% | +65,000 | New |
| Magnus Financial Group LLC | 69,389 | $938.8K | 0.08% | −13,986−16.8% | Reduced |
| UBS Group AG | 73,843 | $999.1K | 0.00% | +4,330+6.2% | Added |
| Noble Wealth Management PBC | 73,940 | $1.00M | 0.51% | −34,514−31.8% | Reduced |
| Oppenheimer & Co Inc | 73,941 | $1.00M | 0.01% | +1,315+1.8% | Added |
| Stifel Financial Corp | 74,238 | $1.00M | 0.00% | +215+0.3% | Added |
| Integrated Wealth Concepts LLC | 78,327 | $1.06M | 0.01% | −16,392−17.3% | Reduced |
| TFB Advisors LLC | 94,539 | $1.28M | 0.67% | −5,342−5.3% | Reduced |
| Transcend Wealth Collective, LLC | 95,177 | $1.29M | 0.10% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 112,501 | $1.52M | 0.03% | −2,914−2.5% | Reduced |
| Wedbush Securities Inc | 114,510 | $1.55M | 0.05% | −13,911−10.8% | Reduced |
| Advisor Group Holdings, Inc. | 135,859 | $1.84M | 0.00% | −55,293−28.9% | Reduced |
| Kestra Advisory Services, LLC | 139,739 | $1.89M | 0.01% | +15,273+12.3% | Added |
| Private Advisory Group LLC | 140,478 | $1.90M | 0.13% | −339−0.2% | Reduced |
| Oder Investment Management, LLC | 149,955 | $2.03M | 1.56% | −4,906−3.2% | Reduced |
| Almitas Capital LLC | 166,264 | $2.25M | 0.51% | +110,938+200.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 175,859 | $2.38M | 0.01% | −15,639−8.2% | Reduced |
| 1607 Capital Partners, LLC | 176,198 | $2.38M | 0.17% | +906+0.5% | Added |
| Narwhal Capital Management | 196,865 | $2.66M | 0.20% | +41,882+27.0% | Added |
| Winebrenner Capital Management LLC | 198,483 | $2.69M | 1.72% | −122,826−38.2% | Reduced |
| Aurora Private Wealth, Inc. | 196,255 | $2.76M | 1.97% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 248,792 | $3.37M | 0.93% | +18,004+7.8% | Added |
| GWM Advisors LLC | 291,934 | $3.95M | 0.01% | −25,851−8.1% | Reduced |
| D.A. Davidson & Co. | 325,719 | $4.41M | 0.03% | −27,797−7.9% | Reduced |
| LPL Financial LLC | 328,304 | $4.44M | 0.00% | +14,512+4.6% | Added |
| City of London Investment Management Co Ltd | 480,847 | $6.51M | 0.47% | +53,763+12.6% | Added |
| Penserra Capital Management LLC | 575,493 | $7.79M | 0.09% | +89,529+18.4% | Added |
| Commonwealth Equity Services, LLC | 611,236 | $8.27M | 0.01% | −18,567−2.9% | Reduced |
| Royal Bank of Canada | 707,693 | $9.58M | 0.00% | +27,126+4.0% | Added |
| Punch & Associates Investment Management, Inc. | 886,745 | $12.0M | 0.69% | +59,669+7.2% | Added |
| Rivernorth Capital Management, LLC | 1,019,633 | $13.8M | 0.70% | +1,728+0.2% | Added |
| Kennedy Investment Group | 1,172,638 | $15.9M | 6.21% | −6,947−0.6% | Reduced |
| Sit Investment Associates Inc | 2,782,412 | $37.6M | 0.76% | +362,441+15.0% | Added |
| Morgan Stanley | 3,301,107 | $44.7M | 0.00% | +375,015+12.8% | Added |
| BlueChip Wealth Advisors LLC | 0 | $0 | 0.00% | −38,850−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −28,955−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −28,623−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −22,770−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −15,666−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −13,937−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,539−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −1,060−100.0% | Sold out |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −86−100.0% | Sold out |