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 |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
605
shares
|
$8,863
0.0% of portfolio
|
Q4 2024
Reduced 22.34%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
405
shares
|
$5,933
0.0% of portfolio
|
Q3 2024
Reduced 78.92%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
393
shares
|
$5,757
0.0% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
392
shares
|
$5,742
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
315
shares
|
$4,614
0.0% of portfolio
|
Q3 2024
Reduced 42.73%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
107
shares
|
$1,567
0.0% of portfolio
|
Q3 2024
Reduced 82.43%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
70
shares
|
$1,025
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
41
shares
|
$600
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
1
shares
|
$14
0.0% of portfolio
|
Q4 2024
Reduced 99.92%
|