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

First Trust High Yield Opportunities 2027 Term Fund logo
$14.72 -0.02 (-0.14%)
Closing price 09/12/2025 03:58 PM Eastern
Extended Trading
$14.72 0.00 (0.00%)
As of 09/12/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
49
Total
Institutional Inflows
(last 12 months)
$72.83M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$21.15M
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FTHY Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.216,902$3.22M0.0%-3.1%0.000%
8/19/2025 Advisory Services Network LLC27,775$406K0.0%-19.7%0.000%
8/14/2025 Raymond James Financial Inc.44,044$654K0.0%+2.9%0.000%
8/14/2025 NewEdge Advisors LLC260,955$3.88M0.0%-22.7%0.000%
8/13/2025 Stablepoint Partners LLC11,751$175K0.0%-8.8%0.000%
8/13/2025 Northwestern Mutual Wealth Management Co.6,073$90K0.0%+466.0%0.000%
8/12/2025 CreativeOne Wealth LLC22,093$328K0.0%-8.1%0.000%
8/8/2025 City of London Investment Management Co. Ltd.493,598$7.33M0.7%+35.4%0.000%
8/8/2025 Cetera Investment Advisers20,440$304K0.0%+23.4%0.000%
8/6/2025 Penserra Capital Management LLC362,914$5.39M0.1%+3.0%0.000%
8/5/2025 Shaker Financial Services LLC93,043$1.38M0.5%-22.3%0.000%
8/4/2025 Daymark Wealth Partners LLC10,796$160K0.0%N/A0.000%
8/1/2025 Winebrenner Capital Management LLC341,141$5.07M4.1%+0.5%0.000%
8/1/2025 Transcend Capital Advisors LLC85,293$1.27M0.1%+31.0%0.000%
8/1/2025 Envestnet Asset Management Inc.13,128$195K0.0%-12.2%0.000%
7/30/2025 Insight Advisors LLC PA62,825$933K0.1%+6.0%0.000%
7/30/2025 BlueChip Wealth Advisors LLC49,195$731K0.3%-5.7%0.000%
7/30/2025 D.A. Davidson & CO.413,536$6.14M0.0%-8.4%0.000%
7/29/2025 Huntleigh Advisors Inc.605,827$9.00M1.7%+4.7%0.000%
7/29/2025 Stratos Wealth Partners LTD.19,779$294K0.0%+27.5%0.000%
7/25/2025 Concurrent Investment Advisors LLC107,885$1.60M0.0%+306.2%0.000%
7/24/2025 Aurora Private Wealth Inc.164,262$2.44M1.8%+27.5%0.000%
7/23/2025 Narwhal Capital Management209,151$3.11M0.2%N/A0.000%
7/21/2025 Ameritas Advisory Services LLC7,392$110K0.0%N/A0.000%
7/17/2025 Janney Montgomery Scott LLC16,355$243K0.0%-10.9%0.000%
7/17/2025 Camelot Portfolios LLC38,045$565K0.3%-5.8%0.000%
7/16/2025 Perigon Wealth Management LLC15,965$237K0.0%+14.3%0.000%
7/16/2025 Magnus Financial Group LLC51,824$770K0.1%-3.2%0.000%
7/16/2025 Kennedy 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%
4/22/2025World 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%
4/11/2025Insight Advisors LLC PA59,248$856K0.1%+56.8%0.000%
3/17/2025Wealth 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%
2/4/2025World 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%
(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, 78 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. ($9.00M), 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 63 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. ($986.35K), Winebrenner Capital Management LLC ($340.25K), Penserra Capital Management LLC ($339.61K), Stifel Financial Corp ($241.06K), International Assets Investment Management LLC ($225.43K), and Narwhal Capital Management ($209.15K).

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

Institutional investors have bought a total of 4,978,571 shares in the last 24 months. This purchase volume represents approximately $72.83M in transactions.

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

Of the 35 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), International Assets Investment Management LLC ($224.85K), D.A. Davidson & CO. ($105.74K), Bullseye Investment Management LLC ($97.14K), NewEdge Advisors LLC ($76.42K), Shaker Financial Services LLC ($65.43K), and Kennedy Investment Group ($53.69K).

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

Institutional investors have sold a total of 1,429,027 shares in the last 24 months. This volume of shares sold represents approximately $21.15M in transactions.



This page (NYSE:FTHY) was last updated on 9/14/2025 by MarketBeat.com Staff
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