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 89 institutions that hold shares in the stock, with a total of 14.6 Million shares, which have been reported (via 13F filing form) to have a value of $208 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,946,541
shares
|
$41.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Apr 22, 2025 Q1 2025 |
1,152,946
shares
|
$16.4 Million
7.73% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
921,000
shares
|
$13.1 Million
7.78% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Feb 14, 2025 Q4 2024 |
918,567
shares
|
$13 Million
0.76% of portfolio
|
Q4 2024
Reduced 9.08%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
817,958
shares
|
$11.6 Million
0.27% of portfolio
|
Q4 2024
Added 976.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
749,959
shares
|
$10.6 Million
0.0% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
698,285
shares
|
$9.92 Million
0.01% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Feb 14, 2025 Q4 2024 |
565,754
shares
|
$8.03 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
516,227
shares
|
$7.33 Million
0.54% of portfolio
|
Q4 2024
Added 12.94%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
451,466
shares
|
$6.41 Million
0.05% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
361,359
shares
|
$5.13 Million
0.01% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
352,213
shares
|
$5 Million
0.09% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
346,477
shares
|
$4.92 Million
0.5% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
339,530
shares
|
$4.82 Million
4.43% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
333,397
shares
|
$4.73 Million
0.03% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
215,628
shares
|
$3.06 Million
0.0% of portfolio
|
Q4 2024
Added 31.52%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
186,595
shares
|
$2.65 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
161,017
shares
|
$2.29 Million
0.01% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
154,777
shares
|
$2.2 Million
0.01% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Feb 13, 2025 Q4 2024 |
149,923
shares
|
$2.13 Million
1.83% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Apr 11, 2025 Q4 2024 |
145,532
shares
|
$2.07 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
130,023
shares
|
$1.85 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
128,801
shares
|
$1.83 Million
1.49% of portfolio
|
Q1 2025
Added 9.53%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
107,813
shares
|
$1.53 Million
0.45% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
103,279
shares
|
$1.47 Million
0.05% of portfolio
|
Q4 2024
Added 2.63%
|