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 |
|---|---|---|---|---|---|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
19,560
shares
|
$282,055
0.04% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,287
shares
|
$263,698
0.0% of portfolio
|
Q3 2024
Reduced 36.38%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
17,975
shares
|
$259,199
0.0% of portfolio
|
Q4 2024
Reduced 15.88%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
16,729
shares
|
$241,232
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
16,102
shares
|
$232,190
0.02% of portfolio
|
Q4 2024
Reduced 93.32%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
15,297
shares
|
$220,582
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
14,928
shares
|
$215,261
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
14,795
shares
|
$213,343
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
14,775
shares
|
$213,055
0.07% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
14,768
shares
|
$212,954
0.0% of portfolio
|
Q3 2024
Added 72.04%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
14,380
shares
|
$207,359
0.0% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
14,380
shares
|
$207,359
0.01% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
13,691
shares
|
$197,424
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
13,104
shares
|
$188,959
0.0% of portfolio
|
Q4 2024
Reduced 75.37%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
12,890
shares
|
$185,873
0.03% of portfolio
|
Q4 2024
Reduced 51.43%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,088
shares
|
$159,888
0.0% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,995
shares
|
$158,547
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
10,570
shares
|
$152,419
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Riverbridge Partners LLC
|
Jan 17, 2025 Q4 2024 |
10,482
shares
|
$151,150
0.0% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
10,062
shares
|
$145,094
0.0% of portfolio
|
Q4 2024
Reduced 8.88%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
9,400
shares
|
$135,548
0.1% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
7,288
shares
|
$105,092
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
5,900
shares
|
$85,078
0.01% of portfolio
|
Q2 2024
Reduced 6.35%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
4,798
shares
|
$69,187
0.0% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
3,515
shares
|
$50,686
0.0% of portfolio
|
Q4 2024
Added 8.05%
|