Who Owns First Trust High Yield Opportunities 2027 Term Fund (FTHY)?Hedge Fund & Institutional Holders

$13.42+0.01 (+0.07%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.900034000165962e+181T

% of Float Held

—

QoQ Change in Holders

+14 / -0

Price History

$13.21$13.69$14.16$14.64$15.12Aug 24Jun 25Mar 26

FTHY — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
KENNEDY INVESTMENT GROUPNew Position+1.2M+$16.6M
SIT INVESTMENT ASSOCIATES INCIncreased+962K+$12.9M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+630K+$8.0M
Penserra Capital Management LLCNew Position+486K+$6.0M
D.A. DAVIDSON & CO.New Position+354K+$5.0M
WINEBRENNER CAPITAL MANAGEMENT LLCNew Position+321K+$4.5M
Logan Stone Capital, LLCNew Position+231K+$3.2M
Aurora Private Wealth, Inc.New Position+196K+$2.8M
Narwhal Capital ManagementNew Position+155K+$2.2M
Shaker Financial Services, LLCNew Position+137K+$1.9M
Noble Wealth Management PBCNew Position+127K+$1.8M
TFB Advisors LLCNew Position+100K+$1.4M
TRANSCEND CAPITAL ADVISORS, LLCNew Position+95K+$1.3M
Magnus Financial Group LLCNew Position+83K+$1.2M
Bullseye Investment Management, LLCNew Position+72K+$1.0M

FTHY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-393K-$48.1B
RIVERNORTH CAPITAL MANAGEMENT, LLCDecreased-58K-$15.6B
ROYAL BANK OF CANADADecreased-16K-$10.1B
NewEdge Advisors, LLCDecreased-15K-$4.8B
Oder Investment Management, LLCDecreased-6K-$2.3B
Private Advisory Group LLCDecreased-4K-$2.1B
Integrated Wealth Concepts LLCDecreased-11K-$1.5B
STIFEL FINANCIAL CORPDecreased-2K-$1.1B
UBS Group AGDecreased-6K-$1.1B
Insight Advisors, LLC/ PADecreased-8K-$911.6M
Invesco Ltd.Decreased-7K-$708.4M
WELLS FARGO & COMPANY/MNDecreased-1K-$582.3M
Cetera Investment AdvisersDecreased-2K-$526.2M
RAYMOND JAMES FINANCIAL INCDecreased-8K-$491.6M
Advisory Services Network, LLCDecreased-802-$403.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY2,784,925$39.0M0.00%Share
2SIT INVESTMENT ASSOCIATES INC2,419,971$34.0M0.68%Share
3KENNEDY INVESTMENT GROUP1,179,585$16.6M6.26%Share
4RIVERNORTH CAPITAL MANAGEMENT, LLC1,017,905$14.3M0.68%Share
5PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.827,076$11.6M0.68%Share
6NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO217,488$11.1M0.01%Share
7ROYAL BANK OF CANADA678,042$9.0M0.00%Share
8COMMONWEALTH EQUITY SERVICES, LLC629,803$8.0M0.01%Share
9CITY OF LONDON INVESTMENT MANAGEMENT CO LTD427,084$6.0M0.45%Share
10Penserra Capital Management LLC485,964$6.0M0.07%Share
11D.A. DAVIDSON & CO.353,516$5.0M0.03%Share
12WINEBRENNER CAPITAL MANAGEMENT LLC321,309$4.5M3.01%Share
13NewEdge Advisors, LLC317,785$4.0M0.01%Share
14LPL Financial LLC313,792$4.0M0.00%Share
15Logan Stone Capital, LLC230,788$3.2M0.80%Share
16Aurora Private Wealth, Inc.196,255$2.8M1.81%Share
171607 Capital Partners, LLC175,292$2.5M0.17%Share
18Narwhal Capital Management154,983$2.2M0.16%Share
19Oder Investment Management, LLC154,861$2.2M1.58%Share
20Cambridge Investment Research Advisors, Inc.191,498$2.0M0.01%Share
21Shaker Financial Services, LLC137,128$1.9M0.61%Share
22Noble Wealth Management PBC108,454$1.5M0.77%Share
23Private Advisory Group LLC100,679$1.4M0.11%Share
24TFB Advisors LLC99,881$1.4M0.39%Share
25TRANSCEND CAPITAL ADVISORS, LLC95,177$1.3M0.10%Share
26Magnus Financial Group LLC83,375$1.2M0.09%Share
27Bullseye Investment Management, LLC72,041$1.0M0.63%Share
28Arete Wealth Advisors, LLC73,047$1.0M0.06%Share
29OPPENHEIMER & CO INC72,626$1.0M0.01%Share
30STIFEL FINANCIAL CORP74,023$1.0M0.00%Share
31WEDBUSH SECURITIES INC128,421$1.0M0.03%Share
32OSAIC HOLDINGS, INC.133,645$1.0M0.00%Share
33MORGAN STANLEY127,364$1.0M0.00%Share
34Kestra Advisory Services, LLC124,466$1.0M0.00%Share
35Integrated Wealth Concepts LLC94,719$1.0M0.01%Share
36UBS Group AG69,513$978K0.00%Share
37Almitas Capital LLC55,326$778K0.17%Share
38Insight Advisors, LLC/ PA55,360$778K0.12%Share
39KESTRA PRIVATE WEALTH SERVICES, LLC49,676$698K0.01%Share
40CSS LLC/IL44,181$621K0.03%Share
41Invesco Ltd.42,379$596K0.00%Share
42Concurrent Investment Advisors, LLC42,182$593K0.01%Share
43Private Advisory Group LLC40,138$564K0.04%Share
44WORLD EQUITY GROUP, INC.38,957$548K0.15%Share
45BlueChip Wealth Advisors LLC38,850$546K0.23%Share
46CoreCap Advisors, LLC35,544$500K0.02%Share
47Huntleigh Advisors, Inc.33,830$475K0.08%Share
48TrueMark Investments, LLC32,206$453K0.09%Share
49Signature Equity Partners, LLC30,232$425K0.24%Share
50WOLVERINE ASSET MANAGEMENT LLC28,955$407K0.00%Share

FTHY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202595$219.2M+46
Q3 202549$119.3B-29
Q2 202578$125.2B-10
Q1 202588$175.8B+15
Q4 202473$3.0T+19
Q3 202454$96.1T+2
Q2 202452$99.0T+4
Q1 202448$113.4T—

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As of Q4 2025, 50 institutional investors hold FTHY (First Trust High Yield Opportunities 2027 Term Fund). The largest holder is MORGAN STANLEY with $39.0M in shares. This quarter, 14 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own FTHY?

As of Q4 2025, 50 institutional investors report holding FTHY (First Trust High Yield Opportunities 2027 Term Fund) in their 13F filings.

Who is the largest institutional holder of FTHY?

The largest institutional holder of FTHY is MORGAN STANLEY with $39.0M in shares.

Is institutional ownership of FTHY increasing or decreasing?

This quarter, 14 institutions opened new positions in FTHY and 0 closed their positions.