Who Owns FTHY?
First Trust High Yield Opportunities 2027 Term Fund — Institutional Ownership & 13F Holdings
$13.63
-0.04 (-0.29%)
Market Cap
$513.0M
Shares Outstanding
36,772,989
Institutional Holders
87
Total Inst. Value
$199.3M
% of Float Held
—
QoQ Holder Change
+39
Institutional data as of Q1 2025
New Positions
22
Closed Positions
8
Increased
29
Decreased
22
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $42.7M | 2,953,047 |
| 2 | SIT INVESTMENT ASSOCIATES INC | $18.9M | 1,307,427 |
| 3 | KENNEDY INVESTMENT GROUPNew | $16.7M | 1,152,946 |
| 4 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $15.7M | 1,085,915 |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $15.5M | 1,073 |
| 6 | ROYAL BANK OF CANADA | $10.7M | 741,415 |
| 7 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $8.0M | 555,898 |
| 8 | Arete Wealth Advisors, LLC | $7.5M | 518,451 |
| 9 | D.A. DAVIDSON & CO. | $6.5M | 451,466 |
| 10 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $5.3M | 364,498 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +7K | $42.7M |
| SIT INVESTMENT ASSOCIATES INC | +489K | $18.9M |
| KENNEDY INVESTMENT GROUPNew | +1.2M | $16.7M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | +167K | $15.7M |
| Arete Wealth Advisors, LLC | +2K | $7.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| STIFEL FINANCIAL CORP | -267K | $1.4M |
| WORLD EQUITY GROUP, INC. | -32K | $1.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | -30K | $10K |
| UBS Group AG | -20K | $1.1M |
| Kestra Advisory Services, LLC | -16K | $2K |
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Frequently Asked Questions
How many institutional investors hold FTHY?
As of Q1 2025, 87 institutional investors report holding FTHY (First Trust High Yield Opportunities 2027 Term Fund) in their 13F filings.
Which hedge fund owns the most FTHY?
The largest institutional holder of FTHY is MORGAN STANLEY with $42.7M in shares.
Are institutions buying or selling FTHY?
This quarter, 22 institutions opened new positions in FTHY and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.