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 84 institutions that hold shares in the stock, with a total of 12.8 Million shares, which have been reported (via 13F filing form) to have a value of $188 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
100,631
shares
|
$1.47 Million
0.06% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
96,095
shares
|
$1.41 Million
0.13% of portfolio
|
Q3 2024
Reduced 48.18%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
96,023
shares
|
$1.41 Million
1.26% of portfolio
|
Q1 2023
Reduced 12.27%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
76,826
shares
|
$1.13 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
75,958
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2024
Added 46.25%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
73,520
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 192.78%
|
|
|
Black Point Wealth Management
Naples, FL |
Jan 17, 2025 Q4 2024 |
62,707
shares
|
$918,657
1.05% of portfolio
|
Q4 2024
Added 9.94%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
54,924
shares
|
$804,636
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
53,204
shares
|
$779,438
0.0% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
51,500
shares
|
$754,475
0.05% of portfolio
|
Q2 2024
Added 3.0%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
49,244
shares
|
$721,424
0.01% of portfolio
|
Q4 2024
Reduced 32.68%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
48,972
shares
|
$717,439
0.39% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
45,748
shares
|
$670,208
0.03% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
39,475
shares
|
$578,308
0.01% of portfolio
|
Q2 2024
Added 88.22%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
37,775
shares
|
$553,403
0.14% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
33,407
shares
|
$489,412
0.05% of portfolio
|
Q4 2024
Added 30.38%
|
|
|
Camelot Portfolios, LLC
|
Feb 03, 2025 Q4 2024 |
27,969
shares
|
$409,745
0.42% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
25,708
shares
|
$376,622
0.01% of portfolio
|
Q4 2024
Added 48.25%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
23,836
shares
|
$349,197
0.0% of portfolio
|
Q3 2024
Added 10.69%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,556
shares
|
$345,095
0.0% of portfolio
|
Q3 2024
Added 7.02%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
20,414
shares
|
$299,065
0.0% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
19,560
shares
|
$286,554
0.04% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,287
shares
|
$267,904
0.0% of portfolio
|
Q3 2024
Reduced 36.38%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
17,975
shares
|
$263,333
0.0% of portfolio
|
Q4 2024
Reduced 15.88%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
16,729
shares
|
$245,079
0.15% of portfolio
|
Q4 2022
New holding
|