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 |
|---|---|---|---|---|---|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
1,360
shares
|
$19,992
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,359
shares
|
$19,977
0.01% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,181
shares
|
$17,360
0.0% of portfolio
|
Q1 2025
Added 118000.0%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
800
shares
|
$11,760
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
750
shares
|
$11,025
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
553
shares
|
$8,129
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
537
shares
|
$7,893
0.0% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
405
shares
|
$5,953
0.0% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
107
shares
|
$1,572
0.0% of portfolio
|
Q3 2024
Reduced 82.43%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
91
shares
|
$1,337
0.0% of portfolio
|
Q2 2025
Reduced 24.17%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
70
shares
|
$1,029
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
49
shares
|
$720
0.0% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
18
shares
|
$264
0.0% of portfolio
|
Q2 2025
Reduced 56.1%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|