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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
22,093
shares
|
$324,767
0.01% of portfolio
|
Q2 2025
Reduced 8.12%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
21,341
shares
|
$313,712
0.19% of portfolio
|
Q1 2025
Added 27.57%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
20,609
shares
|
$302,952
0.01% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
20,440
shares
|
$300,468
0.0% of portfolio
|
Q2 2025
Added 23.43%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
19,779
shares
|
$290,751
0.0% of portfolio
|
Q2 2025
Added 27.45%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
19,454
shares
|
$285,973
0.04% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,287
shares
|
$268,818
0.0% of portfolio
|
Q3 2024
Reduced 36.38%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
16,849
shares
|
$247,680
0.02% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
16,355
shares
|
$240,418
0.0% of portfolio
|
Q2 2025
Reduced 10.9%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
15,965
shares
|
$234,685
0.01% of portfolio
|
Q2 2025
Added 14.32%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
14,928
shares
|
$219,441
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
13,820
shares
|
$203,154
0.0% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Nova Point Capital, LLC
|
Jul 16, 2025 Q2 2025 |
13,775
shares
|
$202,492
0.07% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
13,128
shares
|
$192,981
0.0% of portfolio
|
Q2 2025
Reduced 12.16%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
11,751
shares
|
$172,739
0.03% of portfolio
|
Q2 2025
Reduced 8.84%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
10,796
shares
|
$158,701
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
10,570
shares
|
$155,379
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
9,400
shares
|
$138,180
0.1% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
7,392
shares
|
$108,662
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
6,073
shares
|
$89,273
0.0% of portfolio
|
Q2 2025
Added 465.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,501
shares
|
$80,864
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,515
shares
|
$51,670
0.0% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,750
shares
|
$40,425
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,778
shares
|
$26,136
0.0% of portfolio
|
Q2 2025
Reduced 21.26%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,500
shares
|
$22,050
0.0% of portfolio
|
Q4 2024
New holding
|