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 |
|---|---|---|---|---|---|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
1,360
shares
|
$19,951
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,359
shares
|
$19,936
0.01% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,181
shares
|
$17,325
0.0% of portfolio
|
Q1 2025
Added 118000.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,073
shares
|
$15,740
0.0% of portfolio
|
Q1 2025
Reduced 48.24%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,030
shares
|
$15,110
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
800
shares
|
$11,736
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
553
shares
|
$8,112
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
544
shares
|
$7,980
0.0% of portfolio
|
Q1 2025
Reduced 12.96%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
405
shares
|
$5,941
0.0% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
392
shares
|
$5,750
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
120
shares
|
$1,760
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
107
shares
|
$1,569
0.0% of portfolio
|
Q3 2024
Reduced 82.43%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
70
shares
|
$1,026
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
48
shares
|
$704
0.0% of portfolio
|
Q1 2025
Reduced 88.43%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
41
shares
|
$601
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
26
shares
|
$381
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|