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

First Trust High Yield Opportunities 2027 Term Fund logo
$14.41 -0.01 (-0.07%)
Closing price 05/30/2025 03:58 PM Eastern
Extended Trading
$14.40 -0.01 (-0.03%)
As of 05/30/2025 04:04 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)
$68.40M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$24.80M
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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
5/16/2025 Arete Wealth Advisors LLC518,451$7.49M0.5%+0.4%0.000%
5/16/2025 Punch & Associates Investment Management Inc.555,898$8.03M0.5%-1.7%0.000%
5/16/2025 NewEdge Advisors LLC337,379$4.88M0.0%+1.2%0.000%
5/15/2025 Royal Bank of Canada741,415$10.71M0.0%-1.1%0.000%
5/14/2025 CreativeOne Wealth LLC24,045$347K0.0%-24.7%0.000%
5/14/2025 Kestra Advisory Services LLC145,345$2.10M0.0%-9.7%0.000%
5/14/2025 TFB Advisors LLC110,644$1.60M0.5%+2.6%0.000%
5/13/2025 Oder Investment Management LLC151,804$2.19M1.9%+1.3%0.000%
5/13/2025 Kovitz Investment Group Partners LLC85,526$1.24M0.0%-13.8%0.000%
5/13/2025 Sit Investment Associates Inc.1,307,427$18.89M0.4%+59.8%0.000%
5/12/2025 Invesco Ltd.50,067$723K0.0%+74.3%0.000%
5/9/2025 City of London Investment Management Co. Ltd.364,498$5.27M0.6%+5.2%0.000%
5/9/2025 Shaker Financial Services LLC119,808$1.73M0.7%+142.6%0.000%
5/7/2025 N.E.W. Advisory Services LLC16,582$240K0.0%N/A0.000%
5/7/2025 LPL Financial LLC239,057$3.45M0.0%+10.9%0.000%
5/6/2025 Cetera Investment Advisers16,560$239K0.0%+26.4%0.000%
5/6/2025 BlueChip Wealth Advisors LLC52,195$754K0.3%-4.9%0.000%
5/5/2025 Kestra Private Wealth Services LLC61,352$887K0.0%+24.6%0.000%
5/2/2025 Apollon Wealth Management LLC23,708$343K0.0%-7.8%0.000%
4/30/2025 Allworth Financial LP2,258$32K0.0%-52.9%0.000%
4/30/2025 Stratos Wealth Partners LTD.15,519$224K0.0%+4.9%0.000%
4/29/2025 Penserra Capital Management LLC352,213$5.09M0.1%+1.8%0.000%
4/29/2025 Concurrent Investment Advisors LLC26,560$384K0.0%N/A0.000%
4/29/2025 Huntleigh Advisors Inc.578,754$8.36M1.6%+7.1%0.000%
4/29/2025 Aurora Private Wealth Inc.128,801$1.86M0.5%+9.5%0.000%
4/28/2025 D.A. Davidson & CO.451,466$6.52M0.1%+2.7%0.000%
4/28/2025 NovaPoint Capital LLC13,775$199K0.1%-6.8%0.000%
4/24/2025 Transcend Capital Advisors LLC65,117$941K0.1%N/A0.000%
4/23/2025 Aurora Private Wealth Inc.128,801$1.86M0.1%+9.5%0.000%
4/23/2025 Oppenheimer & Co. Inc.79,676$1.15M0.0%+3.7%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.154,777$2.24M0.0%+3.2%0.000%
4/22/2025 Kennedy 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%
4/18/2025 Huntleigh Advisors Inc.921,000$13.34M8.1%N/A0.000%
4/17/2025 Fortitude Advisory Group L.L.C.21,341$293K0.2%+27.6%0.000%
4/11/2025 Magnus Financial Group LLC53,535$774K0.1%+60.3%0.000%
4/11/2025 Insight 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%
2/18/2025 Elequin Capital LP7,288$106K0.0%N/A0.000%
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2/17/2025 Cetera Investment Advisers13,104$190K0.0%-75.4%0.000%
2/14/2025 Jane Street Group LLC10,995$159K0.0%N/A0.000%
2/14/2025 Kovitz Investment Group Partners LLC99,247$1.44M0.0%-15.5%0.000%
2/14/2025 Stifel Financial Corp361,359$5.23M0.0%+3.5%0.000%
2/14/2025 Shaker Financial Services LLC49,387$715K0.3%+240.6%0.000%
2/13/2025 1607 Capital Partners LLC58,182$842K0.1%-39.5%0.000%
2/13/2025 NewEdge Advisors LLC333,397$4.83M0.0%+6.6%0.000%
2/13/2025 CreativeOne Wealth LLC31,950$463K0.0%N/A0.000%
2/13/2025 Oder Investment Management LLC149,923$2.17M1.8%+1.4%0.000%
2/13/2025 Raymond James Financial Inc.54,924$795K0.0%N/A0.000%
2/13/2025 Advisory Services Network LLC36,554$529K0.0%-7.4%0.000%
2/13/2025 Invesco Ltd.28,725$416K0.0%+20.5%0.000%
2/13/2025 Sit Investment Associates Inc.817,958$11.84M0.3%+976.9%0.000%
2/12/2025 Thoroughbred Financial Services LLC31,500$456K0.0%-38.8%0.000%
2/12/2025 Arete Wealth Advisors LLC516,227$7.47M0.5%+12.9%0.000%
2/12/2025 Bullseye Investment Management LLC73,587$1.06M0.7%-56.9%0.000%
2/12/2025 BlueChip Wealth Advisors LLC54,903$795K0.4%+12.1%0.000%
2/11/2025 LPL Financial LLC215,628$3.12M0.0%+31.5%0.000%
2/10/2025 First Financial Group Corp28,755$416K0.5%N/A0.000%
2/10/2025 Commonwealth Equity Services LLC698,285$10.11M0.0%+4.7%0.000%
2/10/2025 Balboa Wealth Partners24,211$351K0.1%N/A0.000%
2/6/2025 Raymond James Financial Inc.54,924$795K0.0%N/A0.000%
2/5/2025 Oppenheimer & 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%
2/3/2025 Winebrenner Capital Management LLC338,639$4.90M3.8%N/A0.000%
2/3/2025 Camelot Portfolios LLC27,969$405K0.4%-4.5%0.000%
1/31/2025 Atria Wealth Solutions Inc.20,414$296K0.0%-7.0%0.000%
1/31/2025 D.A. Davidson & CO.439,481$6.36M0.1%+3.6%0.000%
1/29/2025 TFB Advisors LLC107,813$1.56M0.4%-1.2%0.000%
1/28/2025 Kestra Private Wealth Services LLC49,244$713K0.0%-32.7%0.000%
1/28/2025 Apollon Wealth Management LLC25,708$372K0.0%+48.2%0.000%
1/27/2025 Stratos Wealth Partners LTD.14,795$214K0.0%N/A0.000%
1/22/2025 Kennedy Investment Group1,169,971$16.94M7.7%-2.2%0.000%
1/22/2025 Aurora Private Wealth Inc.117,591$1.70M1.3%+30.5%0.000%
1/21/2025 Stablepoint Partners LLC12,890$187K0.0%-51.4%0.000%
1/21/2025 Black Point Wealth Management62,707$908K1.1%+9.9%0.000%
1/17/2025 Janney Montgomery Scott LLC17,975$260K0.0%-15.9%0.000%
1/17/2025 Magnus Financial Group LLC33,407$484K0.0%+30.4%0.000%
1/8/2025 International Assets Investment Management LLC16,102$232K0.0%-93.3%0.000%
12/3/2024 Rivernorth Capital Management LLC1,010,260$15.28M0.7%-19.0%0.000%
11/25/2024Sanctuary Advisors LLC63,150$940K0.0%-25.7%0.000%
11/15/2024 Kovitz Investment Group Partners LLC117,456$1.78M0.0%N/A0.000%
11/15/2024 Stifel Financial Corp349,156$5.28M0.0%+190.2%0.000%
11/15/2024 Rivernorth Capital Management LLC1,010,260$15.28M0.8%-19.0%0.000%
11/14/2024 Arete Wealth Advisors LLC457,077$6.90M0.6%-1.2%0.000%
11/13/2024 D.A. Davidson & CO.424,283$6.42M0.1%-13.8%0.000%
11/12/2024 Penserra Capital Management LLC322,642$4.88M0.1%N/A0.000%
11/6/2024 Kovack Advisors Inc.21,100$319K0.0%N/A0.000%
11/6/2024 Oppenheimer & Co. Inc.81,960$1.24M0.0%+3.3%0.000%
11/5/2024 Prime Capital Investment Advisors LLC11,042$167K0.0%-8.2%0.000%
Is President Trump Lying To You With This? (Ad)

President Trump’s economic transition isn’t without hardship. But what if there were a smart, tax-free way to protect your 401(k), IRA, or pension from market chaos and currency collapse? The 2025 Wealth Protection Guide reveals a legal IRS strategy that may let you keep more of your retirement—regardless of what happens next. Trump’s warning was real. So is this opportunity.

Protect your IRA—Trump’s warning was real
10/31/2024 TFB Advisors LLC109,073$1.65M0.5%-2.8%0.000%
10/31/2024 Shaker 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%
10/23/2024 Allworth Financial LP4,714$71K0.0%+30.5%0.000%
10/22/2024 International Assets Investment Management LLC240,951$3.64M0.0%+1,452.0%0.000%
10/21/2024 Venture Visionary Partners LLC10,088$153K0.0%N/A0.000%
10/21/2024 Kennedy Investment Group1,196,069$18.09M8.3%-0.9%0.000%
10/19/2024 Black Point Wealth Management57,039$862K1.0%+47.2%0.000%
10/15/2024 Magnus Financial Group LLC25,622$387K0.0%N/A0.000%
10/8/2024 Future Financial Wealth Managment LLC9,400$142K0.1%-6.9%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, 71 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 ($16.66M), 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 FTHY's institutional investors.

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

Of the 58 institutional investors that purchased First Trust High Yield Opportunities 2027 Term Fund 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 4,943,301 shares in the last 24 months. This purchase volume represents approximately $71.90M in transactions.

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

Of the 34 institutional investors that sold First Trust High Yield Opportunities 2027 Term Fund 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 ($225.79K), Bullseye Investment Management LLC ($103.19K), 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 1,727,122 shares in the last 24 months. This volume of shares sold represents approximately $25.34M in transactions.



This page (NYSE:FTHY) was last updated on 5/31/2025 by MarketBeat.com Staff
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