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First Trust High Yield Opportunities 2027 Term Fund

FTHY
交易所
NYSE
SEC CIK
0001810523

近 90 天,First Trust High Yield Opportunities 2027 Term Fund 內部人申報 4 筆公開市場買進、0 筆賣出;2026 年第 2 季末有 88 家機構在 13F 申報持有,市值合計 $2.34 億;沒有大師持有。

2026 年第 3 季的資料還在陸續進來(13F 申報期限:2026/11/16),這裡的數字還不完整。

2026 年第 3 季與 2026 年第 2 季比較

持有 First Trust High Yield Opportunities 2027 Term Fund 的機構從 2026 年第 2 季到 2026 年第 3 季的變化。

2026 年第 3 季全部持有人2026 年第 2 季全部持有人

FTHY 的 13F 持有人:2026 年第 2 季與 2026 年第 3 季比較
項目2026 年第 2 季其中尚未申報 2026 年第 3 季2026 年第 3 季變化
持有家數88861−1
股數1,709 萬1,702 萬658−6.93 萬 (−99.1%)
市值$2.34 億$2.33 億$8,000−$95.0 萬 (−99.2%)

86 家機構在 2026 年第 2 季持有、還沒有申報 2026 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(0 家)

2026 年第 3 季季末持有 First Trust High Yield Opportunities 2027 Term Fund、2026 年第 2 季季末沒有持有的機構。

沒有。

清倉機構(1 家)

2026 年第 2 季季末持有 First Trust High Yield Opportunities 2027 Term Fund、2026 年第 3 季有申報但已經沒有持有的機構。

2026 年第 3 季清倉 FTHY 的機構
機構2026 年第 2 季股數2026 年第 2 季市值
Noble Wealth Management PBC69,290$94.9 萬

尚未申報 2026 年第 3 季的機構(86 家)

2026 年第 2 季季末持有 First Trust High Yield Opportunities 2027 Term Fund、還沒有申報 2026 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2026 年第 2 季持有 FTHY、尚未申報 2026 年第 3 季的機構
機構2026 年第 2 季股數2026 年第 2 季市值
Morgan Stanley3,417,232$4,682 萬
Sit Investment Associates Inc3,252,705$4,456 萬
Kennedy Investment Group1,173,970$1,608 萬
Rivernorth Capital Management, LLC1,022,036$1,400 萬
Punch & Associates Investment Management, Inc.966,836$1,325 萬
Royal Bank of Canada691,227$947.0 萬
Atlas Wealth LLC602,530$825.5 萬
Penserra Capital Management LLC598,309$819.6 萬
Commonwealth Equity Services, LLC588,956$806.9 萬
City of London Investment Management Co Ltd499,001$683.6 萬
LPL Financial LLC365,815$501.2 萬
D.A. Davidson & Co.346,148$474.2 萬
Logan Stone Capital, LLC257,142$352.3 萬
Almitas Capital LLC198,801$272.4 萬
Aurora Private Wealth, Inc.188,553$258.3 萬
Oder Investment Management, LLC149,001$204.1 萬
Advisor Group Holdings, Inc.142,825$195.7 萬
Private Advisory Group LLC138,108$189.2 萬
Cambridge Investment Research Advisors, Inc.132,977$182.2 萬
Kestra Advisory Services, LLC131,221$179.8 萬
Jane Street Group, LLC128,560$176.1 萬
Winebrenner Capital Management LLC121,745$166.8 萬
Wedbush Securities Inc121,486$166.4 萬
1607 Capital Partners, LLC110,505$151.4 萬
Independent Financial Group, LLC110,389$151.2 萬
Transcend Wealth Collective, LLC97,677$133.8 萬
TFB Advisors LLC94,539$129.5 萬
Oppenheimer & Co Inc87,633$120.1 萬
Integrated Wealth Concepts LLC75,908$104.0 萬
UBS Group AG71,693$98.2 萬
Stifel Financial Corp70,698$96.9 萬
CSS LLC67,903$93.0 萬
Cohen & Steers, Inc.65,000$89.1 萬
Magnus Financial Group LLC64,489$88.4 萬
Advisory Services Network, LLC55,652$76.2 萬
BlueChip Wealth Advisors LLC48,350$66.2 萬
Insight Advisors, LLC48,135$65.9 萬
Invesco Ltd.41,136$56.4 萬
Arete Wealth Advisors, LLC38,581$52.9 萬
TrueMark Investments, LLC36,337$49.8 萬
Cetera Investment Advisers34,369$47.1 萬
Kestra Private Wealth Services, LLC32,785$44.9 萬
Signature Equity Partners, LLC31,917$43.7 萬
CoreCap Advisors, LLC31,484$43.1 萬
World Equity Group, Inc.30,972$42.4 萬
First Financial Group Corp27,125$37.2 萬
Raymond James Financial Inc24,953$34.2 萬
Focused Alpha, LLC24,938$34.2 萬
Camelot Portfolios, LLC23,614$32.4 萬
Balboa Wealth Partners23,563$32.3 萬
Colony Group, LLC22,703$31.1 萬
Stratos Wealth Partners, LTD.21,755$29.8 萬
Janney Montgomery Scott LLC19,125$26.2 萬
Huntleigh Advisors, Inc.18,950$26.0 萬
HRT Financial LP18,567$25.4 萬
Apollon Wealth Management, LLC17,526$24.0 萬
International Assets Investment Management, LLC16,636$22.6 萬
PVG Asset Management Corp15,891$21.8 萬
Arkadios Wealth Advisors15,790$21.6 萬
Change Path, LLC14,650$20.1 萬
Advisory Solutions Group, LLC13,968$19.1 萬
Bullseye Investment Management, LLC13,690$18.8 萬
SRS Capital Advisors, Inc.13,476$18.5 萬
Lido Advisors, LLC12,430$17.0 萬
Clear Street Group Inc.11,757$16.1 萬
Citadel Advisors LLC11,503$15.8 萬
Stablepoint Partners, LLC11,239$15.4 萬
Daymark Wealth Partners, LLC10,882$14.9 萬
Fulton Breakefield Broenniman LLC10,570$14.5 萬
N.E.W. Advisory Services LLC8,598$11.8 萬
Fifth Third Bancorp6,665$9.13 萬
Compass Financial Management LLC1,794$2.43 萬
Private Trust Co NA1,500$2.06 萬
Colonial Trust Advisors1,500$2.06 萬
Evelyn Partners Group Ltd1,250$1.71 萬
Northwestern Mutual Wealth Management Co1,073$1.47 萬
Pinnacle Wealth Planning Services, Inc.1,057$1.45 萬
Allworth Financial LP1,000$1.37 萬
Harbour Investments, Inc.739$1.01 萬
Assetmark, Inc714$9,782
Wells Fargo & Company500$6,850
Glass Jacobson Investment Advisors llc425$5,823
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