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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
109,946
shares
|
$1.62 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
107,885
shares
|
$1.59 Million
0.03% of portfolio
|
Q2 2025
Added 306.19%
|
|
|
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%
|
|
|
Shaker Financial Services, LLC
|
Aug 05, 2025 Q2 2025 |
93,043
shares
|
$1.37 Million
0.52% of portfolio
|
Q2 2025
Reduced 22.34%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
85,293
shares
|
$1.25 Million
0.1% of portfolio
|
Q2 2025
Added 30.98%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
82,322
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.12%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
79,592
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
74,318
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
72,041
shares
|
$1.06 Million
1.71% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
71,971
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Added 37.9%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
62,825
shares
|
$923,527
0.24% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
53,782
shares
|
$790,595
0.01% of portfolio
|
Q2 2025
Reduced 12.34%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
51,824
shares
|
$761,812
0.07% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
50,122
shares
|
$736,793
0.0% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
49,195
shares
|
$723,166
0.33% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
47,983
shares
|
$705,350
0.19% of portfolio
|
Q2 2025
Reduced 47.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
44,044
shares
|
$647,446
0.0% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
42,700
shares
|
$627,690
0.03% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
38,045
shares
|
$559,261
0.35% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
28,755
shares
|
$422,698
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
27,775
shares
|
$408,292
0.01% of portfolio
|
Q2 2025
Reduced 19.66%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Sep 02, 2025 Q2 2025 |
27,515
shares
|
$404,470
1.55% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
24,249
shares
|
$356,460
0.01% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
24,211
shares
|
$355,901
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
|
$346,273
0.0% of portfolio
|
Q3 2024
Added 7.02%
|