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

First Trust High Yield Opportunities 2027 Term Fund logo
$12.64 -0.11 (-0.82%)
Closing price 03:58 PM Eastern
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$12.64 0.00 (0.00%)
As of 04:10 PM Eastern
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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)
45
Total
Institutional Inflows
(last 12 months)
$55.35M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$21.98M
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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
10/8/2026CoreCap Advisors LLC29,853$384K0.0%-5.2%0.000%
10/8/2026Winebrenner Capital Management LLC100,767$1.30M0.8%-17.2%0.000%
9/11/2026Bullseye Investment Management LLC13,690$188K0.1%N/A0.000%
9/9/2026Integrated Wealth Concepts LLC75,908$1.04M0.0%-3.1%0.000%
8/22/2026Advisory Solutions Group LLC13,968$191K0.1%N/A0.000%
8/20/2026Camelot Portfolios LLC23,614$324K0.2%N/A0.000%
8/20/2026Rivernorth Capital Management LLC1,022,036$14.00M0.7%+0.2%0.000%
8/17/2026Almitas Capital LLC198,801$2.72M0.7%N/A0.000%
8/17/2026Punch & Associates Investment Management Inc.966,836$13.25M0.7%N/A0.000%
8/7/2026Focused Alpha LLC24,938$342K0.1%N/A0.000%
8/7/2026N.E.W. Advisory Services LLC8,598$118K0.0%N/A0.000%
8/6/2026Private Advisory Group LLC138,108$1.89M0.1%N/A0.000%
7/9/2026World Equity Group Inc.30,972$424K0.1%-4.2%0.000%
7/7/2026CoreCap Advisors LLC31,484$431K0.0%-2.6%0.000%
7/1/2026 Noble Wealth Management PBC69,290$949K0.4%-6.3%0.000%
6/16/2026PVG Asset Management Corp15,891$214K0.2%-40.2%0.000%
6/3/2026NewEdge Advisors LLC291,934$3.95M0.0%-8.1%0.000%
5/20/2026Arete Wealth Advisors LLC44,863$604K0.0%-38.6%0.000%
5/19/2026NewEdge Advisors LLC291,934$3.95M0.1%-8.1%0.000%
5/19/2026Arete Wealth Advisors LLC44,863$604K0.0%-38.6%0.000%
5/18/2026Rivernorth Capital Management LLC1,019,633$13.80M0.7%+0.2%0.000%
5/18/2026Royal Bank of Canada707,693$9.58M0.0%+4.0%0.000%
5/15/2026Punch & Associates Investment Management Inc.886,745$12.00M0.7%+7.2%0.000%
5/13/2026Signature Equity Partners LLC31,055$420K0.2%+2.7%0.000%
5/12/2026Insight Advisors LLC PA48,266$653K0.1%-12.8%0.000%
5/7/2026World Equity Group Inc.32,342$438K0.1%-17.0%0.000%
5/6/2026Oder Investment Management LLC149,955$2.03M1.6%-3.2%0.000%
5/6/2026Independent Financial Group LLC82,511$1.12M0.0%N/A0.000%
5/5/2026D.A. Davidson & CO.325,719$4.41M0.0%-7.9%0.000%
5/1/2026Fifth Third Bancorp6,672$90K0.0%N/A0.000%
4/30/2026Kestra Advisory Services LLC139,739$1.89M0.0%+12.3%0.000%
4/28/2026Ascentis Independent Advisors2,386$32K0.0%N/A0.000%
4/22/2026Janney Montgomery Scott LLC18,725$253K0.0%+4.2%0.000%
4/20/2026Kestra Private Wealth Services LLC48,906$662K0.0%-1.6%0.000%
4/20/2026TrueMark Investments LLC33,934$459K0.1%+5.4%0.000%
2/19/2026Invesco Ltd.42,379$596K0.0%-13.4%0.000%
2/18/2026NewEdge Advisors LLC317,785$4.47M0.0%-4.5%0.000%
2/18/2026XTX Topco Ltd23,324$328K0.0%N/A0.000%
2/18/2026Readystate Asset Management LP28,623$403K0.0%+88.7%0.000%
2/18/2026Rivernorth Capital Management LLC1,017,905$14.32M0.7%-5.4%0.000%
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2/18/20261607 Capital Partners LLC175,292$2.47M0.2%+14.8%0.000%
2/17/2026Almitas Capital LLC55,326$778K0.2%N/A0.000%
2/17/2026Cetera Investment Advisers34,674$488K0.0%-4.5%0.000%
2/17/2026Osaic Holdings Inc.191,152$2.69M0.0%+10.3%0.000%
2/17/2026Advisory Services Network LLC27,021$380K0.0%-2.9%0.000%
2/17/2026Punch & Associates Investment Management Inc.827,076$11.64M0.7%+48.6%0.000%
2/17/2026Royal Bank of Canada680,567$9.58M0.0%-2.2%0.000%
2/13/2026Arete Wealth Advisors LLC73,047$1.03M0.1%-77.9%0.000%
2/13/2026CreativeOne Wealth LLC19,600$276K0.0%+7.1%0.000%
2/13/2026Kestra Advisory Services LLC124,466$1.75M0.0%+1.6%0.000%
2/13/2026Stifel Financial Corp74,023$1.04M0.0%-2.9%0.000%
2/13/2026Focused Alpha LLC24,165$340K0.1%N/A0.000%
2/13/2026Integrated Wealth Concepts LLC94,719$1.33M0.0%-10.1%0.000%
2/13/2026Wells Fargo & Company MN39,013$549K0.0%-2.9%0.000%
2/12/2026Jane Street Group LLC22,770$320K0.0%N/A0.000%
2/12/2026Orion Porfolio Solutions LLC21,078$297K0.0%N/A0.000%
2/12/2026Commonwealth Equity Services LLC629,803$8.86M0.0%-1.2%0.000%
2/12/2026Oder Investment Management LLC154,861$2.18M1.6%-3.9%0.000%
2/12/2026Sit Investment Associates Inc.2,419,971$34.05M0.7%+65.9%0.000%
2/11/2026Janney Montgomery Scott LLC17,975$253K0.0%+12.5%0.000%
2/11/2026Insight Advisors LLC PA55,360$779K0.1%-12.1%0.000%
2/11/2026LPL Financial LLC313,792$4.42M0.0%+5.3%0.000%
2/6/2026Kennedy Investment Group1,179,585$16.60M6.3%+1.0%0.000%
2/5/2026Northwestern Mutual Wealth Management Co.217,488$3.06M0.0%+20,169.2%0.000%
2/2/2026Wolverine Asset Management LLC28,955$407K0.0%N/A0.000%
2/2/2026Aurora Private Wealth Inc.196,255$2.76M1.8%N/A0.000%
2/2/2026Oppenheimer & Co. Inc.72,626$1.02M0.0%-9.0%0.000%
1/30/2026PVG Asset Management Corp26,591$374K0.8%-3.4%0.000%
1/30/2026Narwhal Capital Management154,983$2.18M0.2%-30.4%0.000%
1/29/2026Comerica Bank6,739$95K0.0%-51.2%0.000%
1/29/2026D.A. Davidson & CO.353,516$4.97M0.0%-7.5%0.000%
1/29/2026Camelot Portfolios LLC7,000$98K0.1%N/A0.000%
1/29/2026Huntleigh Advisors Inc.33,830$476K0.1%-88.0%0.000%
1/29/2026Concurrent Investment Advisors LLC42,182$593K0.0%-58.1%0.000%
1/28/2026First Financial Group Corp27,755$391K0.3%-3.5%0.000%
1/28/2026N.E.W. Advisory Services LLC8,291$117K0.0%N/A0.000%
1/26/2026Shaker Financial Services LLC137,128$1.93M0.6%+23.2%0.000%
1/26/2026Merit Financial Group LLC15,666$220K0.0%N/A0.000%
1/23/2026Transcend Capital Advisors LLC95,177$1.34M0.1%+11.6%0.000%
1/22/2026Apollon Wealth Management LLC17,876$252K0.0%-27.3%0.000%
1/20/2026Stratos Wealth Partners LTD.21,773$306K0.0%-4.1%0.000%
1/16/2026Perigon Wealth Management LLC11,124$157K0.0%-25.7%0.000%
1/15/2026Private Advisory Group LLC140,817$1.98M0.2%-2.9%0.000%
1/14/2026TrueMark Investments LLC32,206$453K0.1%+2.5%0.000%
1/13/2026CoreCap Advisors LLC35,544$500K0.0%-15.5%0.000%
1/12/2026World Equity Group Inc.38,957$548K0.2%-11.6%0.000%
1/7/2026Magnus Financial Group LLC83,375$1.17M0.1%+13.4%0.000%
1/7/2026Winebrenner 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%
11/17/2025Kestra Private Wealth Services LLC49,215$713K0.0%-8.5%0.000%
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11/17/2025NewEdge Advisors LLC332,836$4.82M0.0%+27.5%0.000%
11/17/2025Punch & Associates Investment Management Inc.556,742$8.07M0.5%-0.4%0.000%
11/17/2025Lido Advisors LLC12,430$180K0.0%N/A0.000%
11/17/2025Citadel Advisors LLC16,587$240K0.0%N/A0.000%
11/17/2025City of London Investment Management Co. Ltd.419,564$6.08M0.4%-15.0%0.000%
11/14/2025Raymond James Financial Inc.33,927$492K0.0%-23.0%0.000%
11/13/2025UBS Group AG75,691$1.10M0.0%+1.8%0.000%
11/13/2025CreativeOne Wealth LLC18,300$265K0.0%-17.2%0.000%
11/12/2025Arete Wealth Advisors LLC331,164$4.80M0.3%-2.6%0.000%
11/10/2025Colonial Trust Advisors3,000$43K0.0%+300.0%0.000%


FTHY Institutional Ownership - Frequently Asked Questions

During the previous two years, 92 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 3,965,344 shares in the last 24 months. This purchase volume represents approximately $55.35M 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 1,554,255 shares in the last 24 months. This volume of shares sold represents approximately $21.98M 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 10/8/2026. New 13F filings are added each quarter as they're published.
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