FTHY

First Trust High Yield Opportunities 2027 Term Fund
$13.42+0.01 (+0.07%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Shares Held

2.7849252419971117e+271B

Total Value

$3.900034000165962e+181T

% of Float

Price History

$13.21$13.69$14.16$14.64$15.12Aug 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY2,784,925$39.0M0.00%Share
2SIT INVESTMENT ASSOCIATES INC2,419,971$34.0M0.68%Share
3KENNEDY INVESTMENT GROUP1,179,585$16.6M6.26%Share
4RIVERNORTH CAPITAL MANAGEMENT, LLC1,017,905$14.3M0.68%Share
5PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.827,076$11.6M0.68%Share
6NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO217,488$11.1M0.01%Share
7ROYAL BANK OF CANADA678,042$9.0M0.00%Share
8COMMONWEALTH EQUITY SERVICES, LLC629,803$8.0M0.01%Share
9CITY OF LONDON INVESTMENT MANAGEMENT CO LTD427,084$6.0M0.45%Share
10Penserra Capital Management LLC485,964$6.0M0.07%Share
11D.A. DAVIDSON & CO.353,516$5.0M0.03%Share
12WINEBRENNER CAPITAL MANAGEMENT LLC321,309$4.5M3.01%Share
13NewEdge Advisors, LLC317,785$4.0M0.01%Share
14LPL Financial LLC313,792$4.0M0.00%Share
15Logan Stone Capital, LLC230,788$3.2M0.80%Share
16Aurora Private Wealth, Inc.196,255$2.8M1.81%Share
171607 Capital Partners, LLC175,292$2.5M0.17%Share
18Narwhal Capital Management154,983$2.2M0.16%Share
19Oder Investment Management, LLC154,861$2.2M1.58%Share
20Cambridge Investment Research Advisors, Inc.191,498$2.0M0.01%Share
21Shaker Financial Services, LLC137,128$1.9M0.61%Share
22Noble Wealth Management PBC108,454$1.5M0.77%Share
23Private Advisory Group LLC100,679$1.4M0.11%Share
24TFB Advisors LLC99,881$1.4M0.39%Share
25TRANSCEND CAPITAL ADVISORS, LLC95,177$1.3M0.10%Share
26Magnus Financial Group LLC83,375$1.2M0.09%Share
27Bullseye Investment Management, LLC72,041$1.0M0.63%Share
28Arete Wealth Advisors, LLC73,047$1.0M0.06%Share
29OPPENHEIMER & CO INC72,626$1.0M0.01%Share
30Integrated Wealth Concepts LLC94,719$1.0M0.01%Share
31WEDBUSH SECURITIES INC128,421$1.0M0.03%Share
32OSAIC HOLDINGS, INC.133,645$1.0M0.00%Share
33STIFEL FINANCIAL CORP74,023$1.0M0.00%Share
34MORGAN STANLEY127,364$1.0M0.00%Share
35Kestra Advisory Services, LLC124,466$1.0M0.00%Share
36UBS Group AG69,513$978K0.00%Share
37Insight Advisors, LLC/ PA55,360$778K0.12%Share
38Almitas Capital LLC55,326$778K0.17%Share
39KESTRA PRIVATE WEALTH SERVICES, LLC49,676$698K0.01%Share
40CSS LLC/IL44,181$621K0.03%Share
41Invesco Ltd.42,379$596K0.00%Share
42Concurrent Investment Advisors, LLC42,182$593K0.01%Share
43Private Advisory Group LLC40,138$564K0.04%Share
44WORLD EQUITY GROUP, INC.38,957$548K0.15%Share
45BlueChip Wealth Advisors LLC38,850$546K0.23%Share
46CoreCap Advisors, LLC35,544$500K0.02%Share
47Huntleigh Advisors, Inc.33,830$475K0.08%Share
48TrueMark Investments, LLC32,206$453K0.09%Share
49Signature Equity Partners, LLC30,232$425K0.24%Share
50WOLVERINE ASSET MANAGEMENT LLC28,955$407K0.00%Share