Institutional Ownership First Trust High Yield Opportunities 2027 Term Fund (FTHY)
This table provides information about the institutional ownership of First Trust High Yield Opportunities 2027 Term Fund (FTHY). We have compiled data on the 93 institutions that hold shares in the stock, with a total of 15 Million shares, which have been reported (via 13F filing form) to have a value of $220 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,953,047
shares
|
$43.3 Million
0.0% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
1,307,427
shares
|
$19.2 Million
0.44% of portfolio
|
Q1 2025
Added 59.84%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
1,155,633
shares
|
$17 Million
7.29% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
May 15, 2025 Q1 2025 |
1,085,915
shares
|
$15.9 Million
1.04% of portfolio
|
Q1 2025
Added 18.22%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
921,000
shares
|
$13.5 Million
7.78% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
741,415
shares
|
$10.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
668,024
shares
|
$9.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
May 15, 2025 Q1 2025 |
555,898
shares
|
$8.16 Million
0.58% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
518,451
shares
|
$7.61 Million
0.57% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
451,466
shares
|
$6.62 Million
0.05% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
May 09, 2025 Q1 2025 |
364,498
shares
|
$5.35 Million
0.56% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
352,213
shares
|
$5.17 Million
0.09% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
339,530
shares
|
$4.98 Million
4.43% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
337,379
shares
|
$4.95 Million
0.03% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
239,057
shares
|
$3.51 Million
0.0% of portfolio
|
Q1 2025
Added 10.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
223,770
shares
|
$3.28 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
154,777
shares
|
$2.27 Million
0.01% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
May 13, 2025 Q1 2025 |
151,804
shares
|
$2.23 Million
1.89% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
145,532
shares
|
$2.13 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
145,345
shares
|
$2.13 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.73%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
128,801
shares
|
$1.89 Million
1.49% of portfolio
|
Q1 2025
Added 9.53%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
123,045
shares
|
$1.81 Million
0.07% of portfolio
|
Q1 2025
Added 19.14%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
119,808
shares
|
$1.76 Million
0.7% of portfolio
|
Q1 2025
Added 142.59%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
114,569
shares
|
$1.68 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.89%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
110,644
shares
|
$1.62 Million
0.47% of portfolio
|
Q1 2025
Added 2.63%
|