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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,750
shares
|
$38,417
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,000
shares
|
$27,940
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,966
shares
|
$27,465
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,798
shares
|
$25,118
0.0% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,500
shares
|
$20,955
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
1,394
shares
|
$19,474
0.01% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
1,360
shares
|
$18,999
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,073
shares
|
$14,989
0.0% of portfolio
|
Q3 2025
Reduced 82.33%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
906
shares
|
$12,656
0.0% of portfolio
|
Q3 2025
Added 4933.33%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
800
shares
|
$11,176
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
553
shares
|
$7,725
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
417
shares
|
$5,825
0.0% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
107
shares
|
$1,494
0.0% of portfolio
|
Q3 2024
Reduced 82.43%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
97
shares
|
$1,355
0.0% of portfolio
|
Q3 2025
Added 6.59%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
70
shares
|
$977
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
50
shares
|
$698
0.0% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1
shares
|
$13
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|