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Equibles

FTHY · First Trust High Yield Opportunities 2027 Term Fund

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$13.07 +0.07 (+0.54%)
Rebalance outlook locked
Market Cap
$478.05M
Shares
36.77M
Volume · Nov 4 92.37K Avg daily vol (3M) 109.68K

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$13.07 Open$13.00 Day$12.95–13.09 52W close$12.58–14.22 Avg vol 30d114K Short int132K · 0.4% of shares · 1.0d Short vol13% DataJun 2020–Nov 2026

Latest documents

2026
2025
2024
2023
All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
—
Trailing 12 months
Net income (TTM)
—
Trailing 12 months
Revenue growth YoY
—
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
11.5%
Trailing 12 months
Shares change YoY
—
Year over year · more shares
Price change (1Y)
-8.1%
Trailing year
Short interest
0.4%
Latest settlement · 1.0 days to cover
View all 122 metrics

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Buy Momentum Weak Sentiment Neutral Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 20.8 · elevated Equity put/call 0.60
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg −3%
below
Price vs 50-day avg +1%
above
RSI (14) 58
neutral
MACD trend Positive
52-week position 30%
mid-range
Momentum
relative strength
Weak
1-month return +3%
trailing
6-month return −3%
trailing
YTD return −7%
this year
Relative strength −6%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $13 › 200d $13 — 200d above 50d
Institutional flow Distributing
41 of 88 funds reported for Sep 30 · net -608.6K sh shares · +3 new
Insider flow Accumulating
Net +$129.2K over 90 days · 0% sells
Short interest Falling
0.36% of shares out · ▼ -21.3% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
88 holders — mid 3-yr range
Squeeze score 36
low risk · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very Low
Volatility 8%
annualized · 1-yr
Max drawdown −12%
past year
ATR 1.2%
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 Buy
0 · 4 · 2
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−3% Neutral
Price vs 50-day avg
+1% Bullish
RSI (14)
58 Neutral
MACD trend
Positive Bullish
52-week position
30% Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $13 › 200d $13 — 200d above 50d
Institutional flow Distributing
41 of 88 funds reported for Sep 30 · net -608.6K sh shares · +3 new
Insider flow Accumulating
Net +$129.2K over 90 days · 0% sells
Short interest Falling
0.36% of shares out · ▼ -21.3% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
88 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $13 Now $13 · 30% Range high $14
vs 200-day avg -3% vs 50-day avg +1%

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
$478.05M -7.1% — — 0.4%
BLK
BlackRock, Inc.
 $377.37B +14.4% +16.2% 26.5 0.7%
BN
BROOKFIELD Corp
 $90.72B -6.1% — — 0.0%
BX
Blackstone Inc.
 $88.72B -18.5% +9.2% 26.5 2.5%
KKR
KKR & Co. Inc.
 $86.16B -20.5% -11.0% — 0.0%

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 Reducing
Holders
88
% held
44.8%
Reported
41 of 88
Top holder
MORGAN STANLEY
Held Float
View
Held by Funds
Fund positions
5
View
Short & Settlement
Short Interest Falling
Shares short
132.5K
Days to cover
1.0d
Change
-35.9K sh
View
Short Volume
Short vol %
13%
As of
Nov 4, 2026
Short Total
View
Fails to Deliver
FTD shares
4.1K
Value
$53.1K
As of
Sep 29, 2026
View
Off-Exchange
Off-exchange %
62.0%
Week of
Sep 28, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net buying
Net (90d)
+$129.2K
Buyers / Sellers
1 / 0
Buyers Sellers
View
Filings
SEC Filings
Latest
DEF 14A
Filed
Aug 6, 2026
This year
1
View

Performance

5D 20D 120D MTD YTD
FTHY +0.3% +2.9% -3.4% +0.3% -7.1%
SPY -0.7% -1.3% +2.5% +1.5% +12.5%
vs SPY +1.0% +4.3% -5.9% -1.2% -19.6%

Capital returns

Latest dividend
$0.125 / share · ex Nov 2, 2026
Cut 3.8%
Paid (TTM)
$1.50 / share · 12 payouts
Dividend yield (TTM, derived)
11.48%
Full dividend history

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) 37 filings 37 filers Visit website Investor relations