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FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND hedge fund holdings

FTHYNYSE
$12.61+0.03 (+0.24%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

FTHY · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-12.2%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20251928$25.1M$21.1M82Aug 14, 2025
Q3 20252020$7.89M$21.4M87Nov 14, 2025
Q4 20253033$27.5M$19.2M92Feb 14, 2026
Q1 20261732$16.2M$10.3M86May 15, 2026
Q2 20261919$24.3M$11.9M83Aug 14, 2026

Quarterly action breakdown

Q2 2026
83 filers
New position
6
$11.2M+818K sh
Increased
13
$13.1M+957K sh
Reduced
12
-$4.22M-308K sh
Out / sold
7
-$7.65M-559K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Atlas Wealth LLCNew Buy+$8.25M$8.25M1.18%Jul 28, 2026
Sit Investment Associates IncAdded 16.90%+$6.44M$44.6M0.84%Aug 12, 2026
Narwhal Capital ManagementSell 100%-$2.66M$00.00%Jul 24, 2026
Punch & Associates Investment Management, Inc.Added 9.03%+$1.1M$13.2M0.66%Aug 14, 2026
Winebrenner Capital Management LLCReduce 38.66%-$1.05M$1.67M1.02%Jul 15, 2026
1607 Capital Partners, LLCReduce 37.28%-$900K$1.51M0.13%Aug 14, 2026
BlueChip Wealth Advisors LLCNew Buy+$662K$662K0.25%Jul 30, 2026
D.A. Davidson & Co.Added 6.27%+$280K$4.74M0.03%Jul 24, 2026
City of London Investment Management Co LtdAdded 3.78%+$249K$6.84M0.41%Jul 31, 2026
Kestra Private Wealth Services, LLCReduce 32.96%-$221K$449K0.00%Jul 28, 2026
Arkadios Wealth AdvisorsNew Buy+$216K$216K0.00%Aug 10, 2026
CSS LLCAdded 26.61%+$196K$930K0.04%Aug 14, 2026
Oppenheimer & Co IncAdded 18.52%+$188K$1.2M0.01%Aug 3, 2026
Shaker Financial Services, LLCSell 100%-$187K$00.00%Jul 15, 2026
Concurrent Investment Advisors, LLCSell 100%-$173K$00.00%Jul 27, 2026
Huntleigh Advisors, Inc.Reduce 38.48%-$162K$260K0.04%Aug 4, 2026
Perigon Wealth Management, LLCSell 100%-$151K$00.00%Aug 7, 2026
Logan Stone Capital, LLCAdded 3.36%+$114K$3.52M0.74%Aug 14, 2026
Aurora Private Wealth, Inc.Reduce 3.92%-$106K$2.58M1.64%Jul 22, 2026
Wedbush Securities IncAdded 6.09%+$95.6K$1.66M0.04%Jul 28, 2026
Arete Wealth Advisors, LLCReduce 14.00%-$86.1K$529K0.03%Aug 13, 2026
Magnus Financial Group LLCReduce 7.06%-$67.1K$884K0.06%Jul 9, 2026
Noble Wealth Management PBCReduce 6.29%-$63.7K$949K0.42%Jul 1, 2026
Daymark Wealth Partners, LLCReduce 26.80%-$54.6K$149K0.00%Jul 31, 2026
Transcend Capital Advisors, LLCAdded 2.63%+$34.3K$1.34M0.09%Aug 4, 2026
TrueMark Investments, LLCAdded 7.08%+$32.9K$498K0.06%Jul 22, 2026
Private Advisory Group LLCReduce 1.69%-$32.5K$1.89M0.10%Aug 6, 2026
Independent Financial Group, LLCReduce 1.88%-$28.9K$1.51M0.03%Jul 15, 2026
CX InstitutionalReduce 68.25%-$19.4K$9K0.00%Jul 2, 2026
World Equity Group, Inc.Reduce 4.24%-$18.8K$424K0.10%Jul 9, 2026
Kennedy Investment Group, Inc.Added 0.11%+$18.2K$16.1M5.46%Jul 30, 2026
Oder Investment Management, LLCReduce 0.64%-$13.1K$2.04M1.37%Aug 11, 2026
Signature Equity Partners, LLCAdded 2.78%+$11.8K$437K0.20%Jul 30, 2026
Focused Alpha, LLCAdded 1.61%+$5.43K$342K0.09%Aug 7, 2026
Insight Advisors, LLC/ PAReduce 0.27%-$1.8K$659K0.12%Aug 5, 2026
Stratos Wealth Partners, LTD.Reduce 0.12%-$356$298K0.00%Aug 11, 2026

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