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 |
|---|---|---|---|---|---|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
111,350
shares
|
$1.56 Million
0.57% of portfolio
|
Q3 2025
Added 19.68%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
105,410
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
100,586
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
96,023
shares
|
$1.34 Million
1.26% of portfolio
|
Q1 2023
Reduced 12.27%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
85,293
shares
|
$1.19 Million
0.09% of portfolio
|
Q2 2025
Added 30.98%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
79,819
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
76,215
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.42%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
75,691
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
73,497
shares
|
$1.03 Million
0.09% of portfolio
|
Q3 2025
Added 41.82%
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
72,041
shares
|
$1.01 Million
1.71% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
62,957
shares
|
$879,509
0.22% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
49,215
shares
|
$687,533
0.01% of portfolio
|
Q3 2025
Reduced 8.49%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
48,929
shares
|
$683,538
0.0% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
44,088
shares
|
$615,909
0.15% of portfolio
|
Q3 2025
Reduced 8.12%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
42,041
shares
|
$587,312
0.02% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
40,186
shares
|
$561,398
0.0% of portfolio
|
Q3 2025
Added 630.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
36,316
shares
|
$507,334
0.0% of portfolio
|
Q3 2025
Added 77.67%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
34,806
shares
|
$486,239
0.22% of portfolio
|
Q3 2025
Reduced 29.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
33,927
shares
|
$473,960
0.0% of portfolio
|
Q3 2025
Reduced 22.97%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 30, 2025 Q3 2025 |
31,414
shares
|
$438,853
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
28,755
shares
|
$401,707
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
27,823
shares
|
$388,687
0.01% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Sheets Smith Investment Management
Houston, TX |
Oct 08, 2025 Q3 2025 |
27,515
shares
|
$384,384
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Pvg Asset Management Corp
Golden, CO |
Sep 02, 2025 Q2 2025 |
27,515
shares
|
$384,384
1.55% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
24,589
shares
|
$343,508
0.01% of portfolio
|
Q3 2025
Added 1.4%
|
|