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 81 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $183 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
14,928
shares
|
$220,934
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
14,795
shares
|
$218,966
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
14,775
shares
|
$218,670
0.07% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
14,768
shares
|
$218,566
0.0% of portfolio
|
Q3 2024
Added 72.04%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
14,610
shares
|
$216,228
0.0% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Shaker Financial Services, LLC
|
Oct 31, 2024 Q3 2024 |
14,500
shares
|
$214,600
0.08% of portfolio
|
Q3 2024
Reduced 72.73%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
14,380
shares
|
$212,824
0.01% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
12,890
shares
|
$190,772
0.03% of portfolio
|
Q4 2024
Reduced 51.43%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
11,042
shares
|
$163,421
0.0% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,875
shares
|
$160,950
0.0% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
10,570
shares
|
$156,436
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Riverbridge Partners LLC
|
Jan 17, 2025 Q4 2024 |
10,482
shares
|
$155,133
0.0% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
10,088
shares
|
$149,302
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
9,400
shares
|
$139,120
0.1% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
5,900
shares
|
$87,320
0.01% of portfolio
|
Q2 2024
Reduced 6.35%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
4,798
shares
|
$71,010
0.0% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
3,253
shares
|
$48,144
0.01% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2024 Q3 2024 |
3,114
shares
|
$46,087
0.03% of portfolio
|
Q1 2024
Reduced 2.67%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,073
shares
|
$30,680
0.0% of portfolio
|
Q2 2023
Reduced 1.14%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
1,360
shares
|
$20,128
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,291
shares
|
$19,106
0.01% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,286
shares
|
$19,032
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
801
shares
|
$11,854
0.0% of portfolio
|
Q3 2024
Added 141.99%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
605
shares
|
$8,954
0.0% of portfolio
|
Q4 2024
Reduced 22.34%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
405
shares
|
$5,994
0.0% of portfolio
|
Q3 2024
Reduced 78.92%
|