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 |
|---|---|---|---|---|---|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
96,023
shares
|
$1.41 Million
1.26% of portfolio
|
Q1 2023
Reduced 12.27%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
94,753
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
Reduced 73.78%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
85,526
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.83%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
79,676
shares
|
$1.17 Million
0.02% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
76,946
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 20.6%
|
|
|
Bullseye Investment Management, LLC
|
May 15, 2025 Q1 2025 |
72,041
shares
|
$1.06 Million
1.76% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
65,117
shares
|
$955,266
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
61,352
shares
|
$900,033
0.02% of portfolio
|
Q1 2025
Added 24.59%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
59,248
shares
|
$869,168
0.24% of portfolio
|
Q1 2025
Added 56.84%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
May 15, 2025 Q1 2025 |
58,182
shares
|
$853,529
0.07% of portfolio
|
Q4 2024
Reduced 39.45%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
52,195
shares
|
$765,700
0.37% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
51,824
shares
|
$760,258
0.07% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
50,067
shares
|
$734,482
0.0% of portfolio
|
Q1 2025
Added 74.3%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
47,983
shares
|
$703,910
0.19% of portfolio
|
Q2 2025
Reduced 47.03%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
44,058
shares
|
$646,330
0.03% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
42,819
shares
|
$628,154
0.0% of portfolio
|
Q1 2025
Reduced 22.04%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
38,045
shares
|
$558,120
0.35% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
34,572
shares
|
$507,171
0.01% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
31,500
shares
|
$462,105
0.03% of portfolio
|
Q4 2024
Reduced 38.83%
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
28,755
shares
|
$421,835
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Pvg Asset Management Corp
Golden, CO |
Jun 04, 2025 Q1 2025 |
27,515
shares
|
$403,645
1.87% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
26,560
shares
|
$389,635
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
24,211
shares
|
$355,175
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
24,045
shares
|
$352,740
0.01% of portfolio
|
Q1 2025
Reduced 24.74%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
23,708
shares
|
$347,796
0.01% of portfolio
|
Q1 2025
Reduced 7.78%
|