F
First Trust High Yield Opportunities 2027 Term Fund
FTHY • NYSE
First Trust High Yield Opportunities 2027 Term Fund is a publicly traded company on NYSE. As of Q3 2025, 74 institutional investors hold shares in this company, with total holdings valued at $156.5M. MORGAN STANLEY is the largest holder with a position valued at $48.1M.
Websiteftportfolios.com
Overview
Overview of institutional ownership in FTHY as of Q3 2025
All Institutions
- Institutions
- 74
- Value Held
- $156.5M
- Shares Held
- 10.8M
- Avg Position
- $2.1M
- Median Position
- $400.9K
Hedge Funds
- Hedge Funds
- 5
- Value Held
- $23.2M
- Shares Held
- 1.6M
- Avg Position
- $4.6M
- Median Position
- $2.2M
Biggest Investors
Institutions with the largest positions in FTHY as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $48.1M 0.00% of portfolio |
 KENNEDY INVESTMENT GROUP RIA/Wealth | $16.9M 6.73% of portfolio |
 RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | $15.6M 0.94% of portfolio |
 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Long Only Manager | $8.1M 0.47% of portfolio |
 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD Long Only Manager | $6.1M 0.45% of portfolio |
D DAVIDSON D A & CO Institution | $5.5M 0.04% of portfolio |
 WINEBRENNER CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | $4.9M 3.55% of portfolio |
 Goss Wealth Management LLC RIA/Wealth | $4.8M 0.02% of portfolio |
L LPL Financial LLC Institution | $4.3M 0.00% of portfolio |
 Huntleigh Advisors, Inc. RIA/Wealth | $4.1M 0.70% of portfolio |
Net Capital Flow
Institutional buying and selling activity for FTHY in Q3 2025
- Traded
- −$2.8M
- Buyers
- 35
- Sellers
- 26
- Total Bought
- +$7.6M
- Total Sold
- −$10.4M
- Avg Position
- $2.0M
Biggest Buyers
| Institution | Net Bought |
|---|---|
MORGAN STANLEY RIA/Wealth | +$2.4M +163.2K shares |
Goss Wealth Management LLC RIA/Wealth | +$1.0M +71.9K shares |
 WELLS FARGO & COMPANY/MN Institution | +$502.6K +34.7K shares |
L LPL Financial LLC Institution | +$492.7K +34.0K shares |
T TrueMark Investments, LLC Institution | +$455.2K +31.4K shares |
 Sheets Smith Investment Management RIA/Wealth | +$398.7K +27.5K shares |
 Magnus Financial Group LLC RIA/Wealth | +$314.0K +21.7K shares |
F Financial Gravity Wealth, Inc. Institution | +$266.1K +18.4K shares |
 Shaker Financial Services, LLC RIA/Wealth | +$265.3K +18.3K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$240.3K +16.6K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Huntleigh Advisors, Inc. RIA/Wealth | −$4.7M −323.7K shares |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD Long Only Manager | −$1.1M −74.0K shares |
 Kovitz Investment Group Partners, LLC RIA/Wealth | −$1.1M −72.0K shares |
A Advisor Group Holdings, Inc. Institution | −$636.4K −43.6K shares |
 Camelot Portfolios, LLC RIA/Wealth | −$565.0K −38.0K shares |
D DAVIDSON D A & CO Institution | −$455.6K −31.4K shares |
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | −$431.5K −29.8K shares |
 Kestra Advisory Services, LLC RIA/Wealth | −$255.4K −17.6K shares |
 BlueChip Wealth Advisors LLC RIA/Wealth | −$208.5K −14.4K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$194.9K −13.1K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited FTHY in Q3 2025
- New Positions
- 7
- New Value
- $1.5M
- Exited Positions
- 5
- Exited Value
- $1.8M
New Positions
| Institution | Position Value |
|---|---|
T TrueMark Investments, LLC Institution | $455.2K 31.4K shares |
Sheets Smith Investment Management RIA/Wealth | $398.7K 27.5K shares |
F Financial Gravity Wealth, Inc. Institution | $266.1K 18.4K shares |
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy | $219.8K 15.2K shares |
 Lido Advisors, LLC RIA/Wealth | $180.1K 12.4K shares |
 Rockefeller Capital Management L.P. Long Only Manager | $29.0K 2.0K shares |
 NBC SECURITIES, INC. RIA/Wealth | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Kovitz Investment Group Partners, LLC RIA/Wealth | $1.1M 72.0K shares |
Camelot Portfolios, LLC RIA/Wealth | $565.0K 38.0K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $194.9K 13.1K shares |
 Geneos Wealth Management Inc. RIA/Wealth | $8.0K 537.0 shares |
NBC SECURITIES, INC. RIA/Wealth | - 1.2K shares |
Options Activity
Institutions with the largest Call and Put options positions in FTHY as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with FTHY as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
KENNEDY INVESTMENT GROUP RIA/Wealth | 6.73% $16.9M |
WINEBRENNER CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | 3.55% $4.9M |
 Oder Investment Management, LLC RIA/Wealth | 1.68% $2.3M |
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | 0.94% $15.6M |
Huntleigh Advisors, Inc. RIA/Wealth | 0.70% $4.1M |
Shaker Financial Services, LLC RIA/Wealth | 0.55% $1.6M |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Long Only Manager | 0.47% $8.1M |
T TFB Advisors LLC RIA/Wealth | 0.47% $1.6M |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD Long Only Manager | 0.45% $6.1M |
 First Financial Group Corp RIA/Wealth | 0.36% $416.7K |
Hedge Fund Spotlight
Discover hedge funds investing in FTHY
1607 Capital Partners, LLC
Hedge Fund • Sector
Portfolio ManagerJames Edward Mallory
- Portfolio Value
- $1.3B
- Positions
- 120
- Last Reported
- Q3 2025
Sector Allocation
F
Position in First Trust High Yield Opportunities 2027 Term Fund
- Market Value
- $2.2M
- Shares Held
- 152.7K
- Portfolio Weight
- 0.17%
- Owned Since
- 2022-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $99.0M | 7.46% | |
ETF ETF | $91.3M | 6.88% | |
ETF ETF | $85.3M | 6.43% |
