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

First Trust High Yield Opportunities 2027 Term Fund logo
$12.95 -0.06 (-0.47%)
Closing price 03:59 PM Eastern
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$12.95 +0.00 (+0.01%)
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Institutional Ownership Changes (13F Filings) for First Trust High Yield Opportunities 2027 Term Fund (NYSE:FTHY)

Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$55.75M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$21.69M
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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
9/11/2026 Bullseye Investment Management LLC13,690$188K0.1%N/A0.000%
9/9/2026 Integrated Wealth Concepts LLC75,908$1.04M0.0%-3.1%0.000%
8/22/2026 Advisory Solutions Group LLC13,968$191K0.1%N/A0.000%
8/20/2026 Camelot Portfolios LLC23,614$324K0.2%N/A0.000%
8/20/2026 Rivernorth Capital Management LLC1,022,036$14.00M0.7%+0.2%0.000%
8/17/2026 Almitas Capital LLC198,801$2.72M0.7%N/A0.000%
8/17/2026 Punch & Associates Investment Management Inc.966,836$13.25M0.7%N/A0.000%
8/7/2026 Focused Alpha LLC24,938$342K0.1%N/A0.000%
8/7/2026 N.E.W. Advisory Services LLC8,598$118K0.0%N/A0.000%
8/6/2026 Private Advisory Group LLC138,108$1.89M0.1%N/A0.000%
7/9/2026 World Equity Group Inc.30,972$424K0.1%-4.2%0.000%
7/7/2026 CoreCap Advisors LLC31,484$431K0.0%-2.6%0.000%
7/1/2026 Noble Wealth Management PBC69,290$949K0.4%-6.3%0.000%
6/16/2026 PVG Asset Management Corp15,891$214K0.2%-40.2%0.000%
6/3/2026 NewEdge Advisors LLC291,934$3.95M0.0%-8.1%0.000%
5/20/2026 Arete Wealth Advisors LLC44,863$604K0.0%-38.6%0.000%
5/19/2026 NewEdge Advisors LLC291,934$3.95M0.1%-8.1%0.000%
5/19/2026 Arete Wealth Advisors LLC44,863$604K0.0%-38.6%0.000%
5/18/2026 Rivernorth Capital Management LLC1,019,633$13.80M0.7%+0.2%0.000%
5/18/2026 Royal Bank of Canada707,693$9.58M0.0%+4.0%0.000%
5/15/2026 Punch & Associates Investment Management Inc.886,745$12.00M0.7%+7.2%0.000%
5/13/2026 Signature Equity Partners LLC31,055$420K0.2%+2.7%0.000%
5/12/2026 Insight Advisors LLC PA48,266$653K0.1%-12.8%0.000%
5/7/2026 World Equity Group Inc.32,342$438K0.1%-17.0%0.000%
5/6/2026 Oder Investment Management LLC149,955$2.03M1.6%-3.2%0.000%
5/6/2026 Independent Financial Group LLC82,511$1.12M0.0%N/A0.000%
5/5/2026 D.A. Davidson & CO.325,719$4.41M0.0%-7.9%0.000%
5/1/2026 Fifth Third Bancorp6,672$90K0.0%N/A0.000%
4/30/2026 Kestra Advisory Services LLC139,739$1.89M0.0%+12.3%0.000%
4/28/2026 Ascentis Independent Advisors2,386$32K0.0%N/A0.000%
4/22/2026 Janney Montgomery Scott LLC18,725$253K0.0%+4.2%0.000%
4/20/2026 Kestra Private Wealth Services LLC48,906$662K0.0%-1.6%0.000%
4/20/2026 TrueMark Investments LLC33,934$459K0.1%+5.4%0.000%
2/19/2026 Invesco Ltd.42,379$596K0.0%-13.4%0.000%
2/18/2026 NewEdge Advisors LLC317,785$4.47M0.0%-4.5%0.000%
2/18/2026 XTX Topco Ltd23,324$328K0.0%N/A0.000%
2/18/2026 Readystate Asset Management LP28,623$403K0.0%+88.7%0.000%
2/18/2026 Rivernorth Capital Management LLC1,017,905$14.32M0.7%-5.4%0.000%
2/18/2026 1607 Capital Partners LLC175,292$2.47M0.2%+14.8%0.000%
2/17/2026 Almitas Capital LLC55,326$778K0.2%N/A0.000%
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2/17/2026 Cetera Investment Advisers34,674$488K0.0%-4.5%0.000%
2/17/2026 Osaic Holdings Inc.191,152$2.69M0.0%+10.3%0.000%
2/17/2026 Advisory Services Network LLC27,021$380K0.0%-2.9%0.000%
2/17/2026 Punch & Associates Investment Management Inc.827,076$11.64M0.7%+48.6%0.000%
2/17/2026 Royal Bank of Canada680,567$9.58M0.0%-2.2%0.000%
2/13/2026 Arete Wealth Advisors LLC73,047$1.03M0.1%-77.9%0.000%
2/13/2026 CreativeOne Wealth LLC19,600$276K0.0%+7.1%0.000%
2/13/2026 Kestra Advisory Services LLC124,466$1.75M0.0%+1.6%0.000%
2/13/2026 Stifel Financial Corp74,023$1.04M0.0%-2.9%0.000%
2/13/2026 Focused Alpha LLC24,165$340K0.1%N/A0.000%
2/13/2026 Integrated Wealth Concepts LLC94,719$1.33M0.0%-10.1%0.000%
2/13/2026 Wells Fargo & Company MN39,013$549K0.0%-2.9%0.000%
2/12/2026 Jane Street Group LLC22,770$320K0.0%N/A0.000%
2/12/2026 Orion Porfolio Solutions LLC21,078$297K0.0%N/A0.000%
2/12/2026 Commonwealth Equity Services LLC629,803$8.86M0.0%-1.2%0.000%
2/12/2026 Oder Investment Management LLC154,861$2.18M1.6%-3.9%0.000%
2/12/2026 Sit Investment Associates Inc.2,419,971$34.05M0.7%+65.9%0.000%
2/11/2026 Janney Montgomery Scott LLC17,975$253K0.0%+12.5%0.000%
2/11/2026 Insight Advisors LLC PA55,360$779K0.1%-12.1%0.000%
2/11/2026 LPL Financial LLC313,792$4.42M0.0%+5.3%0.000%
2/6/2026 Kennedy Investment Group1,179,585$16.60M6.3%+1.0%0.000%
2/5/2026 Northwestern Mutual Wealth Management Co.217,488$3.06M0.0%+20,169.2%0.000%
2/2/2026 Wolverine Asset Management LLC28,955$407K0.0%N/A0.000%
2/2/2026 Aurora Private Wealth Inc.196,255$2.76M1.8%N/A0.000%
2/2/2026 Oppenheimer & Co. Inc.72,626$1.02M0.0%-9.0%0.000%
1/30/2026 PVG Asset Management Corp26,591$374K0.8%-3.4%0.000%
1/30/2026 Narwhal Capital Management154,983$2.18M0.2%-30.4%0.000%
1/29/2026Comerica Bank6,739$95K0.0%-51.2%0.000%
1/29/2026 D.A. Davidson & CO.353,516$4.97M0.0%-7.5%0.000%
1/29/2026 Camelot Portfolios LLC7,000$98K0.1%N/A0.000%
1/29/2026 Huntleigh Advisors Inc.33,830$476K0.1%-88.0%0.000%
1/29/2026 Concurrent Investment Advisors LLC42,182$593K0.0%-58.1%0.000%
1/28/2026 First Financial Group Corp27,755$391K0.3%-3.5%0.000%
1/28/2026 N.E.W. Advisory Services LLC8,291$117K0.0%N/A0.000%
1/26/2026 Shaker Financial Services LLC137,128$1.93M0.6%+23.2%0.000%
1/26/2026 Merit Financial Group LLC15,666$220K0.0%N/A0.000%
1/23/2026 Transcend Capital Advisors LLC95,177$1.34M0.1%+11.6%0.000%
1/22/2026 Apollon Wealth Management LLC17,876$252K0.0%-27.3%0.000%
1/20/2026 Stratos Wealth Partners LTD.21,773$306K0.0%-4.1%0.000%
1/16/2026 Perigon Wealth Management LLC11,124$157K0.0%-25.7%0.000%
1/15/2026 Private Advisory Group LLC140,817$1.98M0.2%-2.9%0.000%
1/14/2026 TrueMark Investments LLC32,206$453K0.1%+2.5%0.000%
1/13/2026 CoreCap Advisors LLC35,544$500K0.0%-15.5%0.000%
1/12/2026 World Equity Group Inc.38,957$548K0.2%-11.6%0.000%
1/7/2026 Magnus Financial Group LLC83,375$1.17M0.1%+13.4%0.000%
1/7/2026 Winebrenner Capital Management LLC321,309$4.52M3.0%-5.0%0.000%
1/5/2026 Noble Wealth Management PBC108,454$1.53M0.8%+477.0%0.000%
11/17/2025 Kestra Private Wealth Services LLC49,215$713K0.0%-8.5%0.000%
11/17/2025 NewEdge Advisors LLC332,836$4.82M0.0%+27.5%0.000%
11/17/2025 Punch & Associates Investment Management Inc.556,742$8.07M0.5%-0.4%0.000%
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11/17/2025 Lido Advisors LLC12,430$180K0.0%N/A0.000%
11/17/2025 Citadel Advisors LLC16,587$240K0.0%N/A0.000%
11/17/2025 City of London Investment Management Co. Ltd.419,564$6.08M0.4%-15.0%0.000%
11/14/2025 Raymond James Financial Inc.33,927$492K0.0%-23.0%0.000%
11/13/2025 UBS Group AG75,691$1.10M0.0%+1.8%0.000%
11/13/2025 CreativeOne Wealth LLC18,300$265K0.0%-17.2%0.000%
11/12/2025 Arete Wealth Advisors LLC331,164$4.80M0.3%-2.6%0.000%
11/10/2025 Colonial Trust Advisors3,000$43K0.0%+300.0%0.000%
11/7/2025 Readystate Asset Management LP15,166$220K0.0%N/A0.000%
11/6/2025 Stratos Wealth Partners LTD.22,698$329K0.0%+14.8%0.000%


FTHY Institutional Ownership - Frequently Asked Questions

During the previous two years, 93 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. ($34.05M), Kennedy Investment Group ($16.60M), Rivernorth Capital Management LLC ($14.00M), Punch & Associates Investment Management Inc. ($13.25M), Royal Bank of Canada ($9.58M), Commonwealth Equity Services LLC ($8.86M), and Penserra Capital Management LLC ($6.39M).Learn more on First Trust High Yield Opportunities 2027 Term Fund's institutional investors.

Of the 79 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. ($2.19M), Punch & Associates Investment Management Inc. ($1.30M), Huntleigh Advisors Inc. ($986.35K), Penserra Capital Management LLC ($417.71K), Winebrenner Capital Management LLC ($340.25K), Aurora Private Wealth Inc. ($281.65K), and Almitas Capital LLC ($254.13K).

Institutional investors have bought a total of 3,992,859 shares in the last 24 months. This purchase volume represents approximately $55.75M in transactions.

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: Huntleigh Advisors Inc. ($572.00K), Arete Wealth Advisors LLC ($323.42K), D.A. Davidson & CO. ($87.82K), City of London Investment Management Co. Ltd. ($74.03K), Narwhal Capital Management ($67.63K), NewEdge Advisors LLC ($66.75K), and Concurrent Investment Advisors LLC ($65.70K).

Institutional investors have sold a total of 1,531,646 shares in the last 24 months. This volume of shares sold represents approximately $21.69M in transactions.



Institutional ownership data for NYSE:FTHY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/11/2026. New 13F filings are added each quarter as they're published.
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