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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 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Q3 2026 vs. Q2 2026

How the institutions holding First Trust High Yield Opportunities 2027 Term Fund changed between Q2 2026 and Q3 2026.

All holders in Q3 2026All holders in Q2 2026

13F holders of FTHY: Q2 2026 compared with Q3 2026
MeasureQ2 2026Of which not filed for Q3 2026Q3 2026Change
Holders88861−1
Shares17.1M17.0M658−69.3K (−99.1%)
Value$234.2M$233.2M$8.00K−$950.3K (−99.2%)

86 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (0)

Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q3 2026 but not at the end of Q2 2026.

None.

Sold out (1)

Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q2 2026 and filed for Q3 2026 without it.

Institutions that sold out of FTHY in Q3 2026
InstitutionShares, Q2 2026Value, Q2 2026
Noble Wealth Management PBC69,290$949.3K

Not filed for Q3 2026 yet (86)

Institutions that held First Trust High Yield Opportunities 2027 Term Fund at the end of Q2 2026 and haven't filed a 13F for Q3 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FTHY in Q2 2026 that haven't filed for Q3 2026
InstitutionShares, Q2 2026Value, Q2 2026
Morgan Stanley3,417,232$46.8M
Sit Investment Associates Inc3,252,705$44.6M
Kennedy Investment Group1,173,970$16.1M
Rivernorth Capital Management, LLC1,022,036$14.0M
Punch & Associates Investment Management, Inc.966,836$13.2M
Royal Bank of Canada691,227$9.47M
Atlas Wealth LLC602,530$8.25M
Penserra Capital Management LLC598,309$8.20M
Commonwealth Equity Services, LLC588,956$8.07M
City of London Investment Management Co Ltd499,001$6.84M
LPL Financial LLC365,815$5.01M
D.A. Davidson & Co.346,148$4.74M
Logan Stone Capital, LLC257,142$3.52M
Almitas Capital LLC198,801$2.72M
Aurora Private Wealth, Inc.188,553$2.58M
Oder Investment Management, LLC149,001$2.04M
Advisor Group Holdings, Inc.142,825$1.96M
Private Advisory Group LLC138,108$1.89M
Cambridge Investment Research Advisors, Inc.132,977$1.82M
Kestra Advisory Services, LLC131,221$1.80M
Jane Street Group, LLC128,560$1.76M
Winebrenner Capital Management LLC121,745$1.67M
Wedbush Securities Inc121,486$1.66M
1607 Capital Partners, LLC110,505$1.51M
Independent Financial Group, LLC110,389$1.51M
Transcend Wealth Collective, LLC97,677$1.34M
TFB Advisors LLC94,539$1.30M
Oppenheimer & Co Inc87,633$1.20M
Integrated Wealth Concepts LLC75,908$1.04M
UBS Group AG71,693$982.2K
Stifel Financial Corp70,698$968.6K
CSS LLC67,903$930.3K
Cohen & Steers, Inc.65,000$891.0K
Magnus Financial Group LLC64,489$883.5K
Advisory Services Network, LLC55,652$762.4K
BlueChip Wealth Advisors LLC48,350$662.4K
Insight Advisors, LLC48,135$659.4K
Invesco Ltd.41,136$563.6K
Arete Wealth Advisors, LLC38,581$528.6K
TrueMark Investments, LLC36,337$497.8K
Cetera Investment Advisers34,369$470.9K
Kestra Private Wealth Services, LLC32,785$449.1K
Signature Equity Partners, LLC31,917$437.3K
CoreCap Advisors, LLC31,484$431.3K
World Equity Group, Inc.30,972$424.3K
First Financial Group Corp27,125$371.6K
Raymond James Financial Inc24,953$341.9K
Focused Alpha, LLC24,938$341.7K
Camelot Portfolios, LLC23,614$323.5K
Balboa Wealth Partners23,563$322.8K
Colony Group, LLC22,703$311.0K
Stratos Wealth Partners, LTD.21,755$298.1K
Janney Montgomery Scott LLC19,125$262.0K
Huntleigh Advisors, Inc.18,950$259.6K
HRT Financial LP18,567$254.0K
Apollon Wealth Management, LLC17,526$240.1K
International Assets Investment Management, LLC16,636$226.4K
PVG Asset Management Corp15,891$217.7K
Arkadios Wealth Advisors15,790$216.3K
Change Path, LLC14,650$200.7K
Advisory Solutions Group, LLC13,968$191.4K
Bullseye Investment Management, LLC13,690$187.6K
SRS Capital Advisors, Inc.13,476$184.6K
Lido Advisors, LLC12,430$170.3K
Clear Street Group Inc.11,757$161.1K
Citadel Advisors LLC11,503$157.6K
Stablepoint Partners, LLC11,239$154.0K
Daymark Wealth Partners, LLC10,882$149.1K
Fulton Breakefield Broenniman LLC10,570$144.8K
N.E.W. Advisory Services LLC8,598$117.8K
Fifth Third Bancorp6,665$91.3K
Compass Financial Management LLC1,794$24.3K
Private Trust Co NA1,500$20.6K
Colonial Trust Advisors1,500$20.6K
Evelyn Partners Group Ltd1,250$17.1K
Northwestern Mutual Wealth Management Co1,073$14.7K
Pinnacle Wealth Planning Services, Inc.1,057$14.5K
Allworth Financial LP1,000$13.7K
Harbour Investments, Inc.739$10.1K
Assetmark, Inc714$9.78K
Wells Fargo & Company500$6.85K
Glass Jacobson Investment Advisors llc425$5.82K
Blue Bell Private Wealth Management, LLC70$959
EverSource Wealth Advisors, LLC54$745
Whittier Trust Co of Nevada Inc52$708
Rockefeller Capital Management L.P.12$164