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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.

13F holders, Q3 2026

Institutional positions in First Trust High Yield Opportunities 2027 Term Fund as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
1
−1 vs. Q2 2026
Shares held
658
−69.3K (−99.1%) vs. Q2 2026
Total value
$8.00K
−$950.3K (−99.2%) vs. Q2 2026
New holders
0
1 more added
Sold out
1
0 more reduced

86 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 38 institutionsQ2 2021: 39 institutionsQ3 2021: 37 institutionsQ4 2021: 47 institutionsQ1 2022: 60 institutionsQ2 2022: 69 institutionsQ3 2022: 62 institutionsQ4 2022: 81 institutionsQ1 2023: 74 institutionsQ2 2023: 75 institutionsQ3 2023: 80 institutionsQ4 2023: 84 institutionsQ1 2024: 80 institutionsQ2 2024: 81 institutionsQ3 2024: 81 institutionsQ4 2024: 89 institutionsQ1 2025: 89 institutionsQ2 2025: 85 institutionsQ3 2025: 88 institutionsQ4 2025: 96 institutionsQ1 2026: 90 institutionsQ2 2026: 88 institutions
Value held
Q1 2021: $132.1MQ2 2021: $148.5MQ3 2021: $162.5MQ4 2021: $178.3MQ1 2022: $161.0MQ2 2022: $160.5MQ3 2022: $155.9MQ4 2022: $183.4MQ1 2023: $188.3MQ2 2023: $189.7MQ3 2023: $191.9MQ4 2023: $206.7MQ1 2024: $198.2MQ2 2024: $181.2MQ3 2024: $189.5MQ4 2024: $206.1MQ1 2025: $226.3MQ2 2025: $225.9MQ3 2025: $216.4MQ4 2025: $222.1MQ1 2026: $219.9MQ2 2026: $234.2M
Institutions holding FTHY and their total value by quarter
QuarterHoldersValue
Q2 202688$234.2M
Q1 202690$219.9M
Q4 202596$222.1M
Q3 202588$216.4M
Q2 202585$225.9M
Q1 202589$226.3M
Q4 202489$206.1M
Q3 202481$189.5M
Q2 202481$181.2M
Q1 202480$198.2M
Q4 202384$206.7M
Q3 202380$191.9M
Q2 202375$189.7M
Q1 202374$188.3M
Q4 202281$183.4M
Q3 202262$155.9M
Q2 202269$160.5M
Q1 202260$161.0M
Q4 202147$178.3M
Q3 202137$162.5M
Q2 202139$148.5M
Q1 202138$132.1M

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding First Trust High Yield Opportunities 2027 Term Fund; share changes are against Q2 2026.

Institutions holding FTHY in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
CX Institutional658$8.00K0.00%+18+2.8%Added
Noble Wealth Management PBC0$00.00%−69,290−100.0%Sold out
Morgan Stanley––––Not filed
Sit Investment Associates Inc––––Not filed
Kennedy Investment Group––––Not filed
Rivernorth Capital Management, LLC––––Not filed
Punch & Associates Investment Management, Inc.––––Not filed
Royal Bank of Canada––––Not filed
Atlas Wealth LLC––––Not filed
Penserra Capital Management LLC––––Not filed
Commonwealth Equity Services, LLC––––Not filed
City of London Investment Management Co Ltd––––Not filed
LPL Financial LLC––––Not filed
D.A. Davidson & Co.––––Not filed
Logan Stone Capital, LLC––––Not filed
Almitas Capital LLC––––Not filed
Aurora Private Wealth, Inc.––––Not filed
Oder Investment Management, LLC––––Not filed
Advisor Group Holdings, Inc.––––Not filed
Private Advisory Group LLC––––Not filed
Cambridge Investment Research Advisors, Inc.––––Not filed
Kestra Advisory Services, LLC––––Not filed
Jane Street Group, LLC––––Not filed
Winebrenner Capital Management LLC––––Not filed
Wedbush Securities Inc––––Not filed
1607 Capital Partners, LLC––––Not filed
Independent Financial Group, LLC––––Not filed
Transcend Wealth Collective, LLC––––Not filed
TFB Advisors LLC––––Not filed
Oppenheimer & Co Inc––––Not filed
Integrated Wealth Concepts LLC––––Not filed
UBS Group AG––––Not filed
Stifel Financial Corp––––Not filed
CSS LLC––––Not filed
Cohen & Steers, Inc.––––Not filed
Magnus Financial Group LLC––––Not filed
Advisory Services Network, LLC––––Not filed
BlueChip Wealth Advisors LLC––––Not filed
Insight Advisors, LLC––––Not filed
Invesco Ltd.––––Not filed
Arete Wealth Advisors, LLC––––Not filed
TrueMark Investments, LLC––––Not filed
Cetera Investment Advisers––––Not filed
Kestra Private Wealth Services, LLC––––Not filed
Signature Equity Partners, LLC––––Not filed
CoreCap Advisors, LLC––––Not filed
World Equity Group, Inc.––––Not filed
First Financial Group Corp––––Not filed
Raymond James Financial Inc––––Not filed
Focused Alpha, LLC––––Not filed
Camelot Portfolios, LLC––––Not filed
Balboa Wealth Partners––––Not filed
Colony Group, LLC––––Not filed
Stratos Wealth Partners, LTD.––––Not filed
Janney Montgomery Scott LLC––––Not filed
Huntleigh Advisors, Inc.––––Not filed
HRT Financial LP––––Not filed
Apollon Wealth Management, LLC––––Not filed
International Assets Investment Management, LLC––––Not filed
PVG Asset Management Corp––––Not filed
Arkadios Wealth Advisors––––Not filed
Change Path, LLC––––Not filed
Advisory Solutions Group, LLC––––Not filed
Bullseye Investment Management, LLC––––Not filed
SRS Capital Advisors, Inc.––––Not filed
Lido Advisors, LLC––––Not filed
Clear Street Group Inc.––––Not filed
Citadel Advisors LLC––––Not filed
Stablepoint Partners, LLC––––Not filed
Daymark Wealth Partners, LLC––––Not filed
Fulton Breakefield Broenniman LLC––––Not filed
N.E.W. Advisory Services LLC––––Not filed
Fifth Third Bancorp––––Not filed
Compass Financial Management LLC––––Not filed
Private Trust Co NA––––Not filed
Colonial Trust Advisors––––Not filed
Evelyn Partners Group Ltd––––Not filed
Northwestern Mutual Wealth Management Co––––Not filed
Pinnacle Wealth Planning Services, Inc.––––Not filed
Allworth Financial LP––––Not filed
Harbour Investments, Inc.––––Not filed
Assetmark, Inc––––Not filed
Wells Fargo & Company––––Not filed
Glass Jacobson Investment Advisors llc––––Not filed
Blue Bell Private Wealth Management, LLC––––Not filed
EverSource Wealth Advisors, LLC––––Not filed
Whittier Trust Co of Nevada Inc––––Not filed
Rockefeller Capital Management L.P.––––Not filed