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FTHY · First Trust High Yield Opportunities 2027 Term Fund

$13.50 -0.07 (-0.52%) At close · Aug 5
Market Cap
$496.44M
Shares
36.77M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$13.50 Open$13.54 Day$13.40–13.62 52W$12.61–13.62 Avg vol 30d88K Short int62K · 0.2% float · 1.0d Short vol33% DataJun 2020–Aug 2026

Up next

FQ1-27 quarter ends
~Aug 31, 2026 Est

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Neutral Momentum Neutral Sentiment Bullish Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 15.8 · calm Equity put/call 0.46
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg −2%
below
Price vs 50-day avg −0%
below
RSI (14) 44
neutral
MACD trend Negative
52-week position 88%
near high
Momentum
relative strength
Neutral
1-month return +1%
trailing
6-month return +1%
trailing
YTD return +3%
this year
Relative strength −10%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $14 › 200d $14 — 200d above 50d
Institutional flow Accumulating
45 of 89 funds reported for Jun 30 · net +302.4K sh shares · +4 new
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
0.17% of float · ▼ -45.5% MoM · 1.0 days cover
Volume signal Reversal watch
High volume on a down day — possible exhaustion
Institution breadth Steady
89 holders — mid 3-yr range
Squeeze score 21
low risk · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very Low
Volatility 7%
annualized · 1-yr
Max drawdown −5%
past year
ATR 1.0%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Neutral
1 · 4 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−2% Neutral
Price vs 50-day avg
−0% Neutral
RSI (14)
44 Neutral
MACD trend
Negative Bearish
52-week position
88% Bullish
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $14 › 200d $14 — 200d above 50d
Institutional flow Accumulating
45 of 89 funds reported for Jun 30 · net +302.4K sh shares · +4 new
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
0.17% of float · ▼ -45.5% MoM · 1.0 days cover
Volume signal Reversal watch
High volume on a down day — possible exhaustion
Institution breadth Steady
89 holders — mid 3-yr range
Price context
position in its 52-week range
52-wk low $13 Now $14 · 88% 52-wk high $14
vs 200-day avg -2% vs 50-day avg 0%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
FTHY
First Trust High Yield Opportunities 2027 Term Fund
this stock
$496.44M +3.2% 0.2%
BLK
BlackRock, Inc.
$369.19B +7.1% +16.2% 28.5 0.6%
BX
Blackstone Inc.
$100.54B -9.0% +9.2% 34.7 3.2%
BN
BROOKFIELD Corp /ON/
$99.48B -2.6% 0.7%
KKR
KKR & Co. Inc.
$94.86B -16.8% -11.0% 1.7%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
88
% held
44.9%
Reported
45 of 89
Top holder
MORGAN STANLEY
Held Float
View
Held by Funds
Fund positions
6
View
Short & Settlement
Short Interest Falling
Shares short
62.5K
Days to cover
1.0d
Change
-52.2K sh
View
Short Volume
Short vol %
33%
As of
Aug 5, 2026
Short Total
View
Fails to Deliver
FTD shares
1.0K
Value
$14.3K
As of
May 29, 2026
View
Off-Exchange
Off-exchange %
68.8%
Week of
Jun 29, 2026
Off-exch Lit
View
Filings
SEC Filings
Latest
DEF 14A
Filed
Jul 28, 2025
This year
0
View

Performance

5D 20D 120D MTD YTD
FTHY +0.4% +0.8% +1.2% 0.0% +3.2%
SPY +5.5% +3.3% +11.3% +3.1% +12.9%
vs SPY -5.1% -2.5% -10.1% -3.1% -9.7%

Capital returns

Latest dividend
$0.125 / share · ex Aug 3, 2026
Cut 3.8%
Paid (TTM)
$1.50 / share · 12 payouts
Dividend yield (TTM, derived)
11.11%

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1810523 CUSIP 33741Q107 13F (30d) 36 filings 36 filers