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 2026 vs. Q1 2026
How the institutions holding First Trust High Yield Opportunities 2027 Term Fund changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Of which not filed for Q2 2026 | Q2 2026 | Change |
|---|---|---|---|---|
| Holders | 90 | 3 | 88 | +1 |
| Shares | 16.2M | 19.3K | 17.1M | +871.0K (+5.4%) |
| Value | $219.9M | $260.8K | $234.2M | +$14.6M (+6.6%) |
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 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 Q2 2026 but not at the end of Q1 2026.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Atlas Wealth LLC | 602,530 | $8.25M | 1.18% |
| Jane Street Group, LLC | 128,560 | $1.76M | 0.00% |
| BlueChip Wealth Advisors LLC | 48,350 | $662.4K | 0.25% |
| Camelot Portfolios, LLC | 23,614 | $323.5K | 0.23% |
| Arkadios Wealth Advisors | 15,790 | $216.3K | 0.00% |
| Advisory Solutions Group, LLC | 13,968 | $191.4K | 0.07% |
| Clear Street Group Inc. | 11,757 | $161.1K | 0.00% |
| Citadel Advisors LLC | 11,503 | $157.6K | 0.00% |
| Compass Financial Management LLC | 1,794 | $24.3K | 0.00% |
| Evelyn Partners Group Ltd | 1,250 | $17.1K | 0.00% |
Sold out (9)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| GWM Advisors LLC | 291,934 | $3.95M |
| Narwhal Capital Management | 196,865 | $2.66M |
| Fortitude Advisory Group L.L.C. | 21,341 | $288.7K |
| Brinker Capital Investments, LLC | 17,512 | $236.9K |
| Shaker Financial Services, LLC | 13,793 | $186.6K |
| Concurrent Investment Advisors, LLC | 12,790 | $173.0K |
| Perigon Wealth Management, LLC | 11,124 | $150.5K |
| XTX Topco Ltd | 10,840 | $146.7K |
| Golden State Equity Partners | 2,386 | $32.3K |
Not filed for Q2 2026 yet (3)
Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| CWM, LLC | 14,922 | $201.9K |
| Sunbelt Securities, Inc. | 3,578 | $48.4K |
| Sofos Investments, Inc. | 776 | $10.5K |