Skip to main content
Equibles
FTHY logo

FTHY

First Trust High Yield Opportunities 2027 Term Fund
$13.59 -0.02 (-0.15%) At close · Jul 2
Market Cap
$499.74M
Shares
36,772,989

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 89
Total Value: $219,464,589
Total Shares: 16,219,515

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 89 13F filers
Top Holder
20.3%
Jun 2023 → Mar 2026 · range 18.6% – 24.2%
of institutional value
Top 5
56.5%
Jun 2023 → Mar 2026 · range 46.4% – 56.5%
of institutional value
Top 10
73.1%
Jun 2023 → Mar 2026 · range 65.8% – 73.7%
of institutional value
HHI
913
Jun 2023 → Mar 2026 · range 722 – 913
Broadly held
Showing 89 of 89
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $44,663,975 20.35% 3,301,107
Mid SIT INVESTMENT ASSOCIATES INC $37,646,034 17.15% 2,782,412
Small KENNEDY INVESTMENT GROUP, INC. $15,865,792 7.23% 1,172,638
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC $13,795,634 6.29% 1,019,633
Mid PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $11,997,659 5.47% 886,745
Mega ROYAL BANK OF CANADA Bank $9,575,086 4.36% 707,693
Large COMMONWEALTH EQUITY SERVICES, LLC $8,270,023 3.77% 611,236
Mid Penserra Capital Management LLC $7,786,420 3.55% 575,493
Mid CITY OF LONDON INVESTMENT MANAGEMENT CO LTD $6,505,859 2.96% 480,847
Mega LPL Financial LLC $4,441,953 2.02% 328,304
Mid D.A. DAVIDSON & CO. $4,406,978 2.01% 325,719
Large NewEdge Advisors, LLC $3,949,867 1.80% 291,934
Small Logan Stone Capital, LLC $3,366,155 1.53% 248,792
Micro WINEBRENNER CAPITAL MANAGEMENT LLC $2,685,474 1.22% 198,483
Mid Narwhal Capital Management $2,663,583 1.21% 196,865
Micro Aurora Private Wealth, Inc. $2,655,330 1.21% 196,255
Small 1607 Capital Partners, LLC $2,383,958 1.09% 176,198
Large Cambridge Investment Research Advisors, Inc. $2,379,372 1.08% 175,859
Small Almitas Capital LLC $2,249,551 1.03% 166,264
Micro Oder Investment Management, LLC $2,028,891 0.92% 149,955
Mid Private Advisory Group LLC $1,900,667 0.87% 140,478
Large Kestra Advisory Services, LLC $1,890,668 0.86% 139,739
Large OSAIC HOLDINGS, INC. $1,838,172 0.84% 135,859
Mid WEDBUSH SECURITIES INC Broker-Dealer $1,549,320 0.71% 114,510
Mid INDEPENDENT FINANCIAL GROUP, LLC $1,522,138 0.69% 112,501
Small TRANSCEND CAPITAL ADVISORS, LLC $1,287,744 0.59% 95,177
Micro TFB Advisors LLC $1,279,112 0.58% 94,539
Mid Integrated Wealth Concepts LLC $1,059,764 0.48% 78,327
Large STIFEL FINANCIAL CORP $1,004,440 0.46% 74,238
Mid OPPENHEIMER & CO INC $1,000,421 0.46% 73,941
Mega UBS Group AG $999,095 0.46% 73,843
Small Noble Wealth Management PBC $949,273 0.43% 69,290
Small Magnus Financial Group LLC $938,833 0.43% 69,389
Large COHEN & STEERS, INC. $879,450 0.40% 65,000
Small CSS LLC/IL $725,613 0.33% 53,630
Mid KESTRA PRIVATE WEALTH SERVICES, LLC $661,698 0.30% 48,906
Small Insight Advisors, LLC/ PA $653,038 0.30% 48,266
Small Arete Wealth Advisors, LLC $606,996 0.28% 44,863
Mega Invesco Ltd. $563,064 0.26% 41,616
Large Cetera Investment Advisers $460,980 0.21% 34,071
Small TrueMark Investments, LLC $459,127 0.21% 33,934
Small WORLD EQUITY GROUP, INC. $437,587 0.20% 32,342
Small CoreCap Advisors, LLC $437,479 0.20% 32,334
Micro Signature Equity Partners, LLC $420,174 0.19% 31,055
Small Huntleigh Advisors, Inc. $416,764 0.19% 30,803
Micro First Financial Group Corp $367,001 0.17% 27,125
Large Focus Partners Wealth $359,505 0.16% 26,571
Mid Advisory Services Network, LLC $352,808 0.16% 26,076
Mega RAYMOND JAMES FINANCIAL INC $342,038 0.16% 25,280
Small FOCUSED ALPHA, LLC $332,053 0.15% 24,542
Small Balboa Wealth Partners $318,807 0.15% 23,563
Mid Stratos Wealth Partners, LTD. $294,696 0.13% 21,781
Small Fortitude Advisory Group L.L.C. $288,743 0.13% 21,341
Mid CreativeOne Wealth, LLC $257,070 0.12% 19,000
Large Janney Montgomery Scott LLC $253,349 0.12% 18,725
Mid Apollon Wealth Management, LLC $241,862 0.11% 17,876
Mid Orion Porfolio Solutions, LLC $236,937 0.11% 17,512
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $222,487 0.10% 16,444
Small PVG ASSET MANAGEMENT CORP $217,706 0.10% 15,891
Large CWM, LLC $201,894 0.09% 14,922
Mid DAYMARK WEALTH PARTNERS, LLC $201,136 0.09% 14,866
Small Shaker Financial Services, LLC $186,619 0.09% 13,793
Large HRT FINANCIAL LP $175,511 0.08% 12,972
Mid Concurrent Investment Advisors, LLC $173,048 0.08% 12,790
Large Lido Advisors, LLC $168,177 0.08% 12,430
Small Stablepoint Partners, LLC $152,063 0.07% 11,239
Mid Perigon Wealth Management, LLC $150,507 0.07% 11,124
Mid XTX Topco Ltd $146,665 0.07% 10,840
Mid FULTON BREAKEFIELD BROENNIMAN LLC $143,012 0.07% 10,570
Small N.E.W. Advisory Services LLC $113,205 0.05% 8,367
Large FIFTH THIRD BANCORP Bank $90,272 0.04% 6,672
Small Sunbelt Securities, Inc. Broker-Dealer $48,410 0.02% 3,578
Small Ascentis Independent Advisors $32,282 0.01% 2,386
Mid Colonial Trust Advisors $20,295 0.01% 1,500
Small PRIVATE TRUST CO NA Bank $20,295 0.01% 1,500
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $14,517 0.01% 1,073
Small Pinnacle Wealth Planning Services, Inc. $14,301 0.01% 1,057
Mid Allworth Financial LP $13,530 0.01% 1,000
Small Financial Gravity Asset Management, Inc. $10,499 0.00% 776
Mid HARBOUR INVESTMENTS, INC. $9,714 0.00% 718
Large ASSETMARK, INC $9,660 0.00% 714
Mid CX Institutional $8,768 0.00% 640
Mid Arax Advisory Partners $7,482 0.00% 553
Micro Glass Jacobson Investment Advisors llc $5,750 0.00% 425
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $947 0.00% 70
Mid EverSource Wealth Advisors, LLC $717 0.00% 53
Mid WHITTIER TRUST CO OF NEVADA INC Bank $703 0.00% 52
Mega WELLS FARGO & COMPANY/MN $175 0.00% 13
Large Rockefeller Capital Management L.P. $162 0.00% 12
Key facts CIK 1810523 CUSIP 33741Q107 13F (30d) 23 filings 4 filers

Report a Problem

Category
Description
Email (optional, for follow-up)