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 15.2 Million shares, which have been reported (via 13F filing form) to have a value of $224 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,156,348
shares
|
$46.5 Million
0.0% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,401,635
shares
|
$20.7 Million
0.44% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
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 |
Aug 14, 2025 Q2 2025 |
1,105,468
shares
|
$16.3 Million
1.26% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
728,726
shares
|
$10.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
651,388
shares
|
$9.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
605,827
shares
|
$8.93 Million
1.74% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Aug 14, 2025 Q2 2025 |
558,705
shares
|
$8.24 Million
0.57% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
Aug 08, 2025 Q2 2025 |
493,598
shares
|
$7.28 Million
0.68% of portfolio
|
Q2 2025
Added 35.42%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
413,536
shares
|
$6.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.4%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
362,914
shares
|
$5.35 Million
0.08% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
341,141
shares
|
$5.03 Million
4.09% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
340,102
shares
|
$5.01 Million
0.36% of portfolio
|
Q2 2025
Reduced 34.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
264,027
shares
|
$3.89 Million
0.0% of portfolio
|
Q2 2025
Added 10.45%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
260,955
shares
|
$3.85 Million
0.02% of portfolio
|
Q2 2025
Reduced 22.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
216,902
shares
|
$3.2 Million
0.01% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
209,151
shares
|
$3.08 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
164,432
shares
|
$2.42 Million
0.01% of portfolio
|
Q2 2025
Added 6.24%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
164,262
shares
|
$2.42 Million
1.81% of portfolio
|
Q2 2025
Added 27.53%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Aug 11, 2025 Q2 2025 |
156,767
shares
|
$2.31 Million
1.79% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Aug 14, 2025 Q2 2025 |
152,682
shares
|
$2.25 Million
0.18% of portfolio
|
Q2 2025
Added 162.42%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
145,007
shares
|
$2.14 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
140,119
shares
|
$2.07 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
126,984
shares
|
$1.87 Million
0.07% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
110,636
shares
|
$1.63 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.01%
|