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 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $196 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
99,247
shares
|
$1.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.5%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
96,912
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Added 31.82%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
96,023
shares
|
$1.38 Million
1.26% of portfolio
|
Q1 2023
Reduced 12.27%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
76,826
shares
|
$1.11 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
Bullseye Investment Management, LLC
|
Feb 12, 2025 Q4 2024 |
73,587
shares
|
$1.06 Million
1.87% of portfolio
|
Q4 2024
Reduced 56.9%
|
|
|
Black Point Wealth Management
Naples, FL |
Jan 17, 2025 Q4 2024 |
62,707
shares
|
$904,234
1.05% of portfolio
|
Q4 2024
Added 9.94%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
58,182
shares
|
$838,984
0.07% of portfolio
|
Q4 2024
Reduced 39.45%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
54,924
shares
|
$792,004
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
54,903
shares
|
$791,701
0.44% of portfolio
|
Q4 2024
Added 12.11%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
49,387
shares
|
$712,160
0.28% of portfolio
|
Q4 2024
Added 240.6%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
49,244
shares
|
$710,098
0.01% of portfolio
|
Q4 2024
Reduced 32.68%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
45,438
shares
|
$655,215
0.03% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
37,775
shares
|
$544,715
0.14% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
36,554
shares
|
$527,108
0.01% of portfolio
|
Q4 2024
Reduced 7.4%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
33,407
shares
|
$481,728
0.05% of portfolio
|
Q4 2024
Added 30.38%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
31,950
shares
|
$460,719
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
31,500
shares
|
$454,230
0.03% of portfolio
|
Q4 2024
Reduced 38.83%
|
|
|
First Financial Group Corp
Raleigh, NC |
Feb 10, 2025 Q4 2024 |
28,755
shares
|
$414,647
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
28,725
shares
|
$414,214
0.0% of portfolio
|
Q4 2024
Added 20.51%
|
|
|
Camelot Portfolios, LLC
|
Feb 03, 2025 Q4 2024 |
27,969
shares
|
$403,312
0.42% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Feb 21, 2025 Q4 2024 |
26,770
shares
|
$386,023
2.18% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
25,708
shares
|
$370,709
0.01% of portfolio
|
Q4 2024
Added 48.25%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
24,211
shares
|
$349,122
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,556
shares
|
$339,677
0.0% of portfolio
|
Q3 2024
Added 7.02%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
20,414
shares
|
$294,369
0.0% of portfolio
|
Q4 2024
Reduced 6.96%
|