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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,319,589
shares
|
$46.4 Million
0.0% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
1,458,269
shares
|
$20.4 Million
0.43% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
1,168,085
shares
|
$16.3 Million
6.73% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Nov 14, 2025 Q3 2025 |
1,075,686
shares
|
$15 Million
1.37% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
696,115
shares
|
$9.72 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
637,681
shares
|
$8.91 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2025 Q3 2025 |
556,742
shares
|
$7.78 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
441,008
shares
|
$6.16 Million
0.08% of portfolio
|
Q3 2025
Added 21.52%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
419,564
shares
|
$5.86 Million
0.45% of portfolio
|
Q3 2025
Reduced 15.0%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
382,097
shares
|
$5.34 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.6%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Oct 31, 2025 Q3 2025 |
338,207
shares
|
$4.72 Million
3.52% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
332,836
shares
|
$4.65 Million
0.02% of portfolio
|
Q3 2025
Added 27.55%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
331,164
shares
|
$4.63 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
298,032
shares
|
$4.16 Million
0.0% of portfolio
|
Q3 2025
Added 12.88%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
282,175
shares
|
$3.94 Million
0.7% of portfolio
|
Q3 2025
Reduced 53.42%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
222,614
shares
|
$3.11 Million
0.25% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
175,926
shares
|
$2.46 Million
0.01% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
173,325
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2025
Reduced 20.09%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
164,262
shares
|
$2.29 Million
1.81% of portfolio
|
Q2 2025
Added 27.53%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 10, 2025 Q3 2025 |
161,175
shares
|
$2.25 Million
1.7% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
152,682
shares
|
$2.13 Million
0.17% of portfolio
|
Q2 2025
Added 162.42%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
145,001
shares
|
$2.03 Million
0.18% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
125,452
shares
|
$1.75 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
122,491
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.58%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
112,682
shares
|
$1.57 Million
0.49% of portfolio
|
Q3 2025
Added 1.85%
|
|