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 15.1 Million shares, which have been reported (via 13F filing form) to have a value of $211 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
24,211
shares
|
$338,227
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,556
shares
|
$329,077
0.0% of portfolio
|
Q3 2024
Added 7.02%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
22,698
shares
|
$317,091
0.0% of portfolio
|
Q3 2025
Added 14.76%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
21,341
shares
|
$298,133
0.18% of portfolio
|
Q1 2025
Added 27.57%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
20,609
shares
|
$287,907
0.01% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
19,454
shares
|
$271,772
0.04% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
18,363
shares
|
$256,531
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
18,300
shares
|
$255,651
0.01% of portfolio
|
Q3 2025
Reduced 17.17%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,287
shares
|
$255,469
0.0% of portfolio
|
Q3 2024
Reduced 36.38%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
16,849
shares
|
$235,380
0.02% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
16,587
shares
|
$231,720
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
15,975
shares
|
$223,170
0.0% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Nov 07, 2025 Q3 2025 |
15,166
shares
|
$211,869
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
14,973
shares
|
$209,172
0.0% of portfolio
|
Q3 2025
Reduced 6.21%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
14,922
shares
|
$208,460
0.0% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
13,814
shares
|
$192,981
0.0% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
13,775
shares
|
$192,436
0.05% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
12,430
shares
|
$173,647
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
11,751
shares
|
$164,161
0.03% of portfolio
|
Q2 2025
Reduced 8.84%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
10,882
shares
|
$152,021
0.01% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
10,570
shares
|
$147,662
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
9,400
shares
|
$131,318
0.09% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
7,424
shares
|
$103,713
0.01% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
3,551
shares
|
$49,607
0.0% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
3,000
shares
|
$41,910
0.0% of portfolio
|
Q3 2025
Added 300.0%
|
|