FTHY
First Trust High Yield Opportunities 2027 Term Fund
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
—
Largest filed tie
0
filed ties
13F top-10 QoQ
Top fund weight
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First Trust High Yield Opportunities 2027 Term Fund
Expected move
InputsNext report
Last report
—
Largest filed tie
0
filed ties
13F top-10 QoQ
Top fund weight
—
No N-PORT holders.
No thesis.
Expected move
No implied move.
First Trust High Yield Opportunities 2027 Term Fund
13.00
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | Morgan StanleyMorgan Stanley | $46.8M | 19.99% | +3.52% | |
| 2 | SIT Investment AssociatesSIT Investment | $44.6M | 19.03% | +16.90% | |
| 3 | Kennedy Investment GroupKennedy Investment | $16.1M | 6.87% | +0.11% | |
| 4 | Rivernorth Capital ManagementRivernorth | $14.0M | 5.98% | +0.24% | |
| 5 | Punch & Associates Investment ManagementPunch & | $13.2M | 5.66% | +9.03% | |
| 6 | Royal Bank of CanadaRoyal Bank of Canada | $9.5M | 4.04% | −2.33% | |
| 7 | Atlas WealthAtlas Wealth | $8.3M | 3.52% | new | |
| 8 | Penserra Capital ManagementPenserra | $8.2M | 3.50% | +3.96% | |
| 9 | Commonwealth Equity ServicesCommonwealth Equity Services | $8.1M | 3.45% | −3.65% | |
| 10 | City of London Investment ManagementCity of London | $6.8M | 2.92% | +3.78% | |
| 11 | LPL FinancialLPL Financial | $5.0M | 2.14% | +11.43% | |
| 12 | D.A. DavidsonD.A. Davidson | $4.7M | 2.03% | +6.27% | |
| 13 | Logan Stone CapitalLogan Stone Capital | $3.5M | 1.50% | +3.36% | |
| 14 | Almitas CapitalAlmitas Capital | $2.7M | 1.16% | +19.57% | |
| 15 | Aurora Private WealthAurora Private Wealth | $2.6M | 1.10% | −3.92% | |
| 16 | Oder Investment ManagementOder | $2.0M | 0.87% | −0.64% | |
| 17 | Advisor Group HoldingsAdvisor | $2.0M | 0.84% | +5.13% | |
| 18 | Private Advisory GroupPrivate Advisory | $1.9M | 0.81% | −1.69% | |
| 19 | Cambridge Investment Research AdvisorsCambridge Investment Research | $1.8M | 0.78% | −24.38% | |
| 20 | Kestra Advisory ServicesKestra Advisory Services | $1.8M | 0.77% | −6.10% | |
| 21 | Jane Street GroupJane Street | $1.8M | 0.75% | new | |
| 22 | Winebrenner Capital ManagementWinebrenner | $1.7M | 0.71% | −38.66% | |
| 23 | Wedbush SecuritiesWedbush Securities | $1.7M | 0.71% | +6.09% | |
| 24 | 1607 Capital Partners1607 Capital Partners | $1.5M | 0.65% | −37.28% | |
| 25 | Independent Financial GroupIndependent Financial | $1.5M | 0.65% | +33.79% |
88 managers report $234.2M of First Trust High Yield Opportunities 2027 Term Fund on form 13F for the quarter ended Jun 30 '26. 13 of them hold 80% of it; Morgan Stanley is largest at 19.99%.