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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,556
shares
|
$345,566
0.0% of portfolio
|
Q3 2024
Added 7.02%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
21,341
shares
|
$313,072
0.21% of portfolio
|
Q1 2025
Added 27.57%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
20,953
shares
|
$307,380
0.0% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
19,454
shares
|
$285,390
0.04% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,287
shares
|
$268,270
0.0% of portfolio
|
Q3 2024
Reduced 36.38%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
16,582
shares
|
$243,257
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
16,560
shares
|
$242,935
0.0% of portfolio
|
Q1 2025
Added 26.37%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
16,355
shares
|
$239,927
0.0% of portfolio
|
Q2 2025
Reduced 10.9%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
16,272
shares
|
$238,710
0.02% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
15,965
shares
|
$234,206
0.01% of portfolio
|
Q2 2025
Added 14.32%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
15,519
shares
|
$227,663
0.0% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
14,945
shares
|
$219,243
0.0% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
14,928
shares
|
$218,993
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
14,772
shares
|
$216,705
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Nova Point Capital, LLC
|
Jul 16, 2025 Q2 2025 |
13,775
shares
|
$202,079
0.07% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
12,890
shares
|
$189,096
0.03% of portfolio
|
Q4 2024
Reduced 51.43%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
10,570
shares
|
$155,061
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
10,272
shares
|
$150,690
0.0% of portfolio
|
Q1 2025
Reduced 24.97%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
9,400
shares
|
$137,898
0.1% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
7,392
shares
|
$108,440
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
3,527
shares
|
$51,741
0.0% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
3,249
shares
|
$47,662
0.06% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,750
shares
|
$40,342
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,258
shares
|
$33,124
0.0% of portfolio
|
Q1 2025
Reduced 52.94%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,500
shares
|
$22,005
0.0% of portfolio
|
Q4 2024
New holding
|