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 |
|---|---|---|---|---|---|
|
Ncp Inc.
La Quinta, CA |
Feb 04, 2025 Q4 2024 |
3,167
shares
|
$45,478
0.02% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2,073
shares
|
$29,768
0.0% of portfolio
|
Q2 2023
Reduced 1.14%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,500
shares
|
$21,540
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
1,360
shares
|
$19,529
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,291
shares
|
$18,538
0.01% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
605
shares
|
$8,687
0.0% of portfolio
|
Q4 2024
Reduced 22.34%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
415
shares
|
$5,959
0.0% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
405
shares
|
$5,815
0.0% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
392
shares
|
$5,629
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
107
shares
|
$1,536
0.0% of portfolio
|
Q3 2024
Reduced 82.43%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
70
shares
|
$1,005
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
41
shares
|
$588
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$14
0.0% of portfolio
|
Q4 2024
Reduced 99.88%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
1
shares
|
$14
0.0% of portfolio
|
Q4 2024
Reduced 99.92%
|