Free Trial
→ Your Bank Account Is No Longer Safe (From Priority Gold) (Ad) Free FTHY Stock Alerts

First Trust High Yield Opportunities 2027 Term Fund (FTHY) Institutional Ownership

First Trust High Yield Opportunities 2027 Term Fund logo
$14.58 +0.02 (+0.10%)
As of 12:19 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for First Trust High Yield Opportunities 2027 Term Fund (NYSE:FTHY)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$68.13M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$24.86M
Get FTHY Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust High Yield Opportunities 2027 Term Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FTHY Institutional Buying and Selling by Quarter

First Trust High Yield Opportunities 2027 Term Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/17/2025Camelot Portfolios LLC38,045$565K0.3%-5.8%0.000%
7/16/2025Perigon Wealth Management LLC15,965$237K0.0%+14.3%0.000%
7/16/2025Magnus Financial Group LLC51,824$770K0.1%-3.2%0.000%
7/16/2025Kennedy Investment Group1,155,633$17.16M7.3%+0.2%0.000%
5/16/2025Arete Wealth Advisors LLC518,451$7.49M0.5%+0.4%0.000%
5/16/2025Punch & Associates Investment Management Inc.555,898$8.03M0.5%-1.7%0.000%
5/16/2025NewEdge Advisors LLC337,379$4.88M0.0%+1.2%0.000%
5/15/2025Royal Bank of Canada741,415$10.71M0.0%-1.1%0.000%
5/14/2025CreativeOne Wealth LLC24,045$347K0.0%-24.7%0.000%
5/14/2025Kestra Advisory Services LLC145,345$2.10M0.0%-9.7%0.000%
5/14/2025TFB Advisors LLC110,644$1.60M0.5%+2.6%0.000%
5/13/2025Oder Investment Management LLC151,804$2.19M1.9%+1.3%0.000%
5/13/2025Kovitz Investment Group Partners LLC85,526$1.24M0.0%-13.8%0.000%
5/13/2025Sit Investment Associates Inc.1,307,427$18.89M0.4%+59.8%0.000%
5/12/2025Invesco Ltd.50,067$723K0.0%+74.3%0.000%
5/9/2025City of London Investment Management Co. Ltd.364,498$5.27M0.6%+5.2%0.000%
5/9/2025Shaker Financial Services LLC119,808$1.73M0.7%+142.6%0.000%
5/7/2025N.E.W. Advisory Services LLC16,582$240K0.0%N/A0.000%
5/7/2025LPL Financial LLC239,057$3.45M0.0%+10.9%0.000%
5/6/2025Cetera Investment Advisers16,560$239K0.0%+26.4%0.000%
5/6/2025BlueChip Wealth Advisors LLC52,195$754K0.3%-4.9%0.000%
5/5/2025Kestra Private Wealth Services LLC61,352$887K0.0%+24.6%0.000%
5/2/2025Apollon Wealth Management LLC23,708$343K0.0%-7.8%0.000%
4/30/2025Allworth Financial LP2,258$32K0.0%-52.9%0.000%
4/30/2025Stratos Wealth Partners LTD.15,519$224K0.0%+4.9%0.000%
4/29/2025Penserra Capital Management LLC352,213$5.09M0.1%+1.8%0.000%
4/29/2025Concurrent Investment Advisors LLC26,560$384K0.0%N/A0.000%
4/29/2025Huntleigh Advisors Inc.578,754$8.36M1.6%+7.1%0.000%
4/29/2025Aurora Private Wealth Inc.128,801$1.86M0.5%+9.5%0.000%
4/28/2025D.A. Davidson & CO.451,466$6.52M0.1%+2.7%0.000%
4/28/2025NovaPoint Capital LLC13,775$199K0.1%-6.8%0.000%
4/24/2025Transcend Capital Advisors LLC65,117$941K0.1%N/A0.000%
4/23/2025Aurora Private Wealth Inc.128,801$1.86M0.1%+9.5%0.000%
4/23/2025Oppenheimer & Co. Inc.79,676$1.15M0.0%+3.7%0.000%
4/22/2025Cambridge Investment Research Advisors Inc.154,777$2.24M0.0%+3.2%0.000%
4/22/2025Kennedy Investment Group1,152,946$16.66M7.7%-1.5%0.000%
4/22/2025 World Equity Group Inc.90,593$1.31M0.4%-25.9%0.000%
4/18/2025Huntleigh Advisors Inc.921,000$13.34M8.1%N/A0.000%
4/17/2025Fortitude Advisory Group L.L.C.21,341$293K0.2%+27.6%0.000%
4/11/2025Magnus Financial Group LLC53,535$774K0.1%+60.3%0.000%
Your Bank Account Is No Longer Safe (Ad)

What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what the Department of Justice just admitted in court—claiming cash isn't legally your property. What does that mean? It means Washington thinks they can seize, freeze, or drain your accounts—whenever they want.

Get your free guide now by clicking here >>
4/11/2025Insight Advisors LLC PA59,248$856K0.1%+56.8%0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC15,297$222K0.0%N/A0.000%
2/21/2025PVG Asset Management Corp26,770$388K1.8%N/A0.000%
2/18/2025Elequin Capital LP7,288$106K0.0%N/A0.000%
2/17/2025Cetera Investment Advisers13,104$190K0.0%-75.4%0.000%
2/14/2025Jane Street Group LLC10,995$159K0.0%N/A0.000%
2/14/2025Kovitz Investment Group Partners LLC99,247$1.44M0.0%-15.5%0.000%
2/14/2025Stifel Financial Corp361,359$5.23M0.0%+3.5%0.000%
2/14/2025Shaker Financial Services LLC49,387$715K0.3%+240.6%0.000%
2/13/20251607 Capital Partners LLC58,182$842K0.1%-39.5%0.000%
2/13/2025NewEdge Advisors LLC333,397$4.83M0.0%+6.6%0.000%
2/13/2025CreativeOne Wealth LLC31,950$463K0.0%N/A0.000%
2/13/2025Oder Investment Management LLC149,923$2.17M1.8%+1.4%0.000%
2/13/2025Raymond James Financial Inc.54,924$795K0.0%N/A0.000%
2/13/2025Advisory Services Network LLC36,554$529K0.0%-7.4%0.000%
2/13/2025Invesco Ltd.28,725$416K0.0%+20.5%0.000%
2/13/2025Sit Investment Associates Inc.817,958$11.84M0.3%+976.9%0.000%
2/12/2025Thoroughbred Financial Services LLC31,500$456K0.0%-38.8%0.000%
2/12/2025Arete Wealth Advisors LLC516,227$7.47M0.5%+12.9%0.000%
2/12/2025Bullseye Investment Management LLC73,587$1.06M0.7%-56.9%0.000%
2/12/2025BlueChip Wealth Advisors LLC54,903$795K0.4%+12.1%0.000%
2/11/2025LPL Financial LLC215,628$3.12M0.0%+31.5%0.000%
2/10/2025First Financial Group Corp28,755$416K0.5%N/A0.000%
2/10/2025Commonwealth Equity Services LLC698,285$10.11M0.0%+4.7%0.000%
2/10/2025Balboa Wealth Partners24,211$351K0.1%N/A0.000%
2/6/2025Raymond James Financial Inc.54,924$795K0.0%N/A0.000%
2/5/2025Oppenheimer & Co. Inc.76,826$1.11M0.0%-6.3%0.000%
2/4/2025 World Equity Group Inc.122,195$1.77M0.4%-4.4%0.000%
2/3/2025Winebrenner Capital Management LLC338,639$4.90M3.8%N/A0.000%
2/3/2025Camelot Portfolios LLC27,969$405K0.4%-4.5%0.000%
1/31/2025Atria Wealth Solutions Inc.20,414$296K0.0%-7.0%0.000%
1/31/2025D.A. Davidson & CO.439,481$6.36M0.1%+3.6%0.000%
1/29/2025TFB Advisors LLC107,813$1.56M0.4%-1.2%0.000%
1/28/2025Kestra Private Wealth Services LLC49,244$713K0.0%-32.7%0.000%
1/28/2025Apollon Wealth Management LLC25,708$372K0.0%+48.2%0.000%
1/27/2025Stratos Wealth Partners LTD.14,795$214K0.0%N/A0.000%
1/22/2025Kennedy Investment Group1,169,971$16.94M7.7%-2.2%0.000%
1/22/2025Aurora Private Wealth Inc.117,591$1.70M1.3%+30.5%0.000%
1/21/2025Stablepoint Partners LLC12,890$187K0.0%-51.4%0.000%
1/21/2025Black Point Wealth Management62,707$908K1.1%+9.9%0.000%
1/17/2025Janney Montgomery Scott LLC17,975$260K0.0%-15.9%0.000%
1/17/2025Magnus Financial Group LLC33,407$484K0.0%+30.4%0.000%
1/8/2025International Assets Investment Management LLC16,102$232K0.0%-93.3%0.000%
12/3/2024Rivernorth Capital Management LLC1,010,260$15.28M0.7%-19.0%0.000%
11/25/2024Sanctuary Advisors LLC63,150$940K0.0%-25.7%0.000%
11/15/2024Kovitz Investment Group Partners LLC117,456$1.78M0.0%N/A0.000%
11/15/2024Stifel Financial Corp349,156$5.28M0.0%+190.2%0.000%
11/15/2024Rivernorth Capital Management LLC1,010,260$15.28M0.8%-19.0%0.000%
11/14/2024Arete Wealth Advisors LLC457,077$6.90M0.6%-1.2%0.000%
11/13/2024D.A. Davidson & CO.424,283$6.42M0.1%-13.8%0.000%
Your Bank Account Is No Longer Safe (Ad)

What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what the Department of Justice just admitted in court—claiming cash isn't legally your property. What does that mean? It means Washington thinks they can seize, freeze, or drain your accounts—whenever they want.

Get your free guide now by clicking here >>
11/12/2024Penserra Capital Management LLC322,642$4.88M0.1%N/A0.000%
11/6/2024Kovack Advisors Inc.21,100$319K0.0%N/A0.000%
11/6/2024Oppenheimer & Co. Inc.81,960$1.24M0.0%+3.3%0.000%
11/5/2024Prime Capital Investment Advisors LLC11,042$167K0.0%-8.2%0.000%
10/31/2024TFB Advisors LLC109,073$1.65M0.5%-2.8%0.000%
10/31/2024Shaker Financial Services LLC14,500$219K0.1%-72.7%0.000%
10/30/2024 World Equity Group Inc.127,763$1.93M0.7%-1.7%0.000%
10/23/2024Allworth Financial LP4,714$71K0.0%+30.5%0.000%
10/22/2024International Assets Investment Management LLC240,951$3.64M0.0%+1,452.0%0.000%
10/21/2024Venture Visionary Partners LLC10,088$153K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

FTHY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FTHY shares?

During the previous two years, 72 institutional investors and hedge funds held shares of First Trust High Yield Opportunities 2027 Term Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($18.89M), Kennedy Investment Group ($17.16M), Rivernorth Capital Management LLC ($15.28M), Royal Bank of Canada ($10.71M), Commonwealth Equity Services LLC ($10.11M), Huntleigh Advisors Inc. ($8.36M), and Punch & Associates Investment Management Inc. ($8.03M).Learn more on First Trust High Yield Opportunities 2027 Term Fund's institutional investors.

Which institutional investors have been buying First Trust High Yield Opportunities 2027 Term Fund's stock?

Of the 59 institutional investors that purchased First Trust High Yield Opportunities 2027 Term Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sit Investment Associates Inc. ($1.23M), Huntleigh Advisors Inc. ($959.28K), Winebrenner Capital Management LLC ($338.64K), Penserra Capital Management LLC ($328.91K), Stifel Financial Corp ($241.06K), International Assets Investment Management LLC ($225.43K), and Aurora Private Wealth Inc. ($121.76K).

How much institutional buying is happening at First Trust High Yield Opportunities 2027 Term Fund?

Institutional investors have bought a total of 4,670,894 shares in the last 24 months. This purchase volume represents approximately $68.13M in transactions.

Which of First Trust High Yield Opportunities 2027 Term Fund's major shareholders have been selling company stock?

Of the 34 institutional investors that sold First Trust High Yield Opportunities 2027 Term Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rivernorth Capital Management LLC ($473.23K), City of London Investment Management Co. Ltd. ($406.87K), International Assets Investment Management LLC ($224.85K), Bullseye Investment Management LLC ($97.14K), D.A. Davidson & CO. ($67.81K), Kennedy Investment Group ($53.69K), and World Equity Group Inc. ($45.15K).

How much institutional selling is happening at First Trust High Yield Opportunities 2027 Term Fund?

Institutional investors have sold a total of 1,694,416 shares in the last 24 months. This volume of shares sold represents approximately $24.86M in transactions.



This page (NYSE:FTHY) was last updated on 7/17/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
[No Brainer Gold Play]: “Show me a better investment.”
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsored
The DOJ Just Paved the Way for Account Seizures
Washington is running out of money…And guess where they'll look next? When governments go broke, they take ...
Priority Gold | Sponsored
Google did what!?!?
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsored
$100 Trillion “AI Metal” Found in American Ghost Town
Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could...
Brownstone Research | Sponsored