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

First Trust High Yield Opportunities 2027 Term Fund logo
$13.78 +0.08 (+0.55%)
Closing price 04/17/2025 03:58 PM Eastern
Extended Trading
$13.80 +0.01 (+0.07%)
As of 04/17/2025 04:05 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)
$59.44M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$23.70M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/18/2025Elequin 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%
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%
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1/22/2025Aurora 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%
1/8/2025International 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%
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%
10/30/2024World 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%
10/21/2024Kennedy 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%
9/5/2024Sanctuary Advisors LLC85,000$1.20M0.0%N/A0.000%
8/9/2024City of London Investment Management Co. Ltd.562,128$8.05M0.7%-42.0%0.000%
8/8/2024Thoroughbred Financial Services LLC51,500$737K0.0%+3.0%0.000%
8/8/2024CoreCap Advisors LLC46,012$659K0.1%N/A0.000%
8/7/2024Wedbush Securities Inc.100,081$1.43M0.1%+32.1%0.000%
8/3/2024Shaker Financial Services LLC53,169$761K0.3%+15.1%0.000%
8/2/2024 Stablepoint Partners LLC26,815$396K0.1%-9.4%0.000%
8/1/2024D.A. Davidson & CO.492,088$7.05M0.1%+4.3%0.000%
8/1/2024Consolidated Portfolio Review Corp19,090$273K0.1%+25.5%0.000%
7/31/2024Commonwealth Equity Services LLC688,465$9.86M0.0%+6.1%0.000%
7/30/2024TFB Advisors LLC112,233$1.61M0.5%-6.3%0.000%
7/26/2024Cambridge Investment Research Advisors Inc.75,273$1.08M0.0%-8.7%0.000%
7/19/2024World Equity Group Inc.129,970$1.86M0.6%-4.3%0.000%
7/18/2024Kennedy Investment Group1,206,637$17.28M8.7%+1.3%0.000%
7/17/2024Aurora Private Wealth Inc.71,818$1.03M0.9%+49.2%0.000%
5/24/2024Cetera Advisors LLC42,778$622K0.0%N/A0.000%
5/20/2024Bullseye Investment Management LLC205,103$2.98M1.7%-2.9%0.000%
5/17/2024Comerica Bank18,587$270K0.0%+45.9%0.000%
5/10/2024City of London Investment Management Co. Ltd.969,002$14.09M1.2%+4.1%0.000%
5/9/2024Camelot Portfolios LLC40,695$592K0.6%-37.4%0.000%
5/8/2024Thoroughbred Financial Services LLC50,000$727K0.1%-2.9%0.000%
5/7/2024Oppenheimer & Co. Inc.76,996$1.12M0.0%+1.0%0.000%
5/7/2024 Insight Advisors LLC PA37,032$538K0.1%+12.4%0.000%
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5/3/2024TFB Advisors LLC119,733$1.69M0.6%+3.8%0.000%
5/3/2024Whittier Trust Co.7,500$109K0.0%N/A0.000%
5/1/2024 Janney Montgomery Scott LLC22,195$323K0.0%+6.3%0.000%
5/1/2024Concourse Financial Group Securities Inc.6,300$92K0.0%-38.8%0.000%
4/30/2024Consolidated Portfolio Review Corp15,208$221K0.1%N/A0.000%
4/30/2024BlueChip Wealth Advisors LLC87,237$1.27M0.8%+20.3%0.000%
4/29/2024Commonwealth Equity Services LLC649,178$9.44M0.0%+3.0%0.000%
4/23/2024 Stablepoint Partners LLC29,599$430K0.1%+21.5%0.000%
4/22/2024PFG Investments LLC15,208$221K0.0%N/A0.000%
4/22/2024Aurora Private Wealth Inc.48,149$691K0.6%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, 64 institutional investors and hedge funds held shares of First Trust High Yield Opportunities 2027 Term Fund. The most heavily invested institutionals were Kennedy Investment Group ($16.94M), Rivernorth Capital Management LLC ($15.28M), Huntleigh Advisors Inc. ($13.34M), Sit Investment Associates Inc. ($11.84M), Commonwealth Equity Services LLC ($10.11M), City of London Investment Management Co. Ltd. ($8.05M), and Arete Wealth Advisors LLC ($7.47M).Learn more on FTHY's institutional investors.

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

Of the 52 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: Huntleigh Advisors Inc. ($921K), Sit Investment Associates Inc. ($742K), Winebrenner Capital Management LLC ($338.64K), Penserra Capital Management LLC ($322.64K), Stifel Financial Corp ($241.06K), International Assets Investment Management LLC ($225.43K), and Kovitz Investment Group Partners LLC ($117.46K).

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

Institutional investors have bought a total of 4,098,556 shares in the last 24 months. This purchase volume represents approximately $59.71M in transactions.

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

Of the 26 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), Cetera Investment Advisers ($40.10K), and Shaker Financial Services LLC ($38.67K).

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

Institutional investors have sold a total of 1,614,549 shares in the last 24 months. This volume of shares sold represents approximately $23.71M in transactions.



This page (NYSE:FTHY) was last updated on 4/20/2025 by MarketBeat.com Staff
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