FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - Common Shares (FTHY)

Q: What does CUSIP 33741Q107 represent in this 13F holders report?

CUSIP 33741Q107 is the security identifier for FTHY - FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - Common Shares used to aggregate holder disclosures.

Q: How many institutions held FTHY - FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - Common Shares in Q2 2023?

74 institutional investors reported FTHY - FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - Common Shares for Q2 2023. Use the holders table for investor-level position and value details.

CUSIP: 33741Q107

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class: Equity / Common Shares
Shares outstanding: 36,646,645
Total 13F shares: 13,686,955
Share change: +374,009
Total reported value: $187,674,874
Price per share: $13.72
Number of holders: 74
Value change: +$5,098,158
Number of buys: 33
Number of sells: 33

Quarterly Holders Quick Answers

What is CUSIP 33741Q107?
CUSIP 33741Q107 identifies FTHY - FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - Common Shares in SEC institutional holdings data.

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Newer quarter: Q3 2023
Previous quarter: Q1 2023

Recent filing periods for CUSIP 33741Q107:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Top shareholders of FTHY - FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - Common Shares (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
MORGAN STANLEY	13F	Company	9.4%	3,433,382	$47,930,029	—	31 Mar 2023	13F
RIVERNORTH CAPITAL MANAGEMENT, LLC	13F	Company	3.8%	1,410,599	$19,691,962	—	31 Mar 2023	13F
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	13F	Company	2.5%	925,759	$12,923,592	—	31 Mar 2023	13F
KENNEDY INVESTMENT GROUP	13F	Company	2.5%	920,466	$12,849,705	—	31 Mar 2023	13F
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	13F	Company	1.8%	660,604	$9,245,153	—	31 Mar 2023	13F
COMMONWEALTH EQUITY SERVICES, LLC	13F	Company	1.7%	633,927	$8,849,000	—	31 Mar 2023	13F
Arete Wealth Advisors, LLC	13F	Company	1.4%	515,328	$7,194,000	—	31 Mar 2023	13F
Penserra Capital Management LLC	13F	Company	1.4%	497,169	$6,875,000	—	31 Mar 2023	13F
ROYAL BANK OF CANADA	13F	Company	0.87%	318,742	$4,450,000	—	31 Mar 2023	13F
D.A. DAVIDSON & CO.	13F	Company	0.73%	265,828	$3,710,562	—	31 Mar 2023	13F
SIT INVESTMENT ASSOCIATES INC	13F	Company	0.71%	258,789	$3,613,000	—	31 Mar 2023	13F
Saba Capital Management, L.P.	13F	Company	0.7%	255,540	$3,567,338	—	31 Mar 2023	13F
Relative Value Partners Group, LLC	13F	Company	0.56%	206,970	$2,889,297	—	31 Mar 2023	13F
Logan Stone Capital, LLC	13F	Company	0.59%	217,668	$2,773,090	—	31 Mar 2023	13F
1607 Capital Partners, LLC	13F	Company	0.54%	197,900	$2,762,684	—	31 Mar 2023	13F
Bullseye Investment Management, LLC	13F	Company	0.54%	196,149	$2,738,240	—	31 Mar 2023	13F
Kestra Advisory Services, LLC	13F	Company	0.53%	194,219	$2,711,300	—	31 Mar 2023	13F
Private Advisory Group LLC	13F	Company	0.47%	173,152	$2,417,205	—	31 Mar 2023	13F
ADVENT CAPITAL MANAGEMENT /DE/	13F	Company	0.41%	151,380	$2,113,265	—	31 Mar 2023	13F
Shaker Financial Services, LLC	13F	Company	0.41%	151,336	$2,112,651	—	31 Mar 2023	13F
WORLD EQUITY GROUP, INC.	13F	Company	0.16%	57,493	$2,101,549	—	31 Mar 2023	13F
OSAIC HOLDINGS, INC.	13F	Company	0.38%	140,802	$1,935,853	—	31 Mar 2023	13F
TFB Advisors LLC	13F	Company	0.35%	127,478	$1,779,593	—	31 Mar 2023	13F
Cambridge Investment Research Advisors, Inc.	13F	Company	0.34%	125,656	$1,754,000	—	31 Mar 2023	13F
Oder Investment Management, LLC	13F	Company	0.31%	113,551	$1,585,166	—	31 Mar 2023	13F
Catalyst Wealth Management, LLC	13F	Company	0.26%	96,023	$1,340,477	—	31 Mar 2023	13F
Integrated Wealth Concepts LLC	13F	Company	0.24%	88,925	$1,241,000	—	31 Mar 2023	13F
Invesco Ltd.	13F	Company	0.14%	52,501	$732,914	—	31 Mar 2023	13F
LPL Financial LLC	13F	Company	0.14%	50,417	$703,827	—	31 Mar 2023	13F
THOROUGHBRED FINANCIAL SERVICES, LLC	13F	Company	0.14%	50,000	$698,000	—	31 Mar 2023	13F
WEDBUSH SECURITIES INC	13F	Company	0.14%	49,660	$693,000	—	31 Mar 2023	13F
Camelot Portfolios, LLC	13F	Company	0.13%	46,743	$652,526	—	31 Mar 2023	13F
OPPENHEIMER & CO INC	13F	Company	0.12%	44,850	$626,106	—	31 Mar 2023	13F
Almitas Capital LLC	13F	Company	0.12%	44,293	$618,330	—	31 Mar 2023	13F
Pekin Hardy Strauss, Inc.	13F	Company	0.11%	41,650	$581,434	—	31 Mar 2023	13F
KESTRA PRIVATE WEALTH SERVICES, LLC	13F	Company	0.1%	36,379	$507,856	—	31 Mar 2023	13F
Insight Advisors, LLC/ PA	13F	Company	0.09%	33,789	$471,692	—	31 Mar 2023	13F
Cetera Investment Advisers	13F	Company	0.09%	31,288	$436,777	—	31 Mar 2023	13F
Janney Montgomery Scott LLC	13F	Company	0.08%	28,400	$396,000	—	31 Mar 2023	13F
AQR Arbitrage LLC	13F	Company	0.08%	28,019	$391,145	—	31 Mar 2023	13F
Matisse Capital	13F	Company	0.07%	26,877	$375,203	—	31 Mar 2023	13F
RAYMOND JAMES & ASSOCIATES	13F	Company	0.07%	26,225	$366,101	—	31 Mar 2023	13F
UBS Group AG	13F	Company	0.07%	26,153	$365,096	—	31 Mar 2023	13F
Atlas Wealth LLC	13F	Company	0.06%	23,208	$323,984	—	31 Mar 2023	13F
Atria Wealth Solutions, Inc.	13F	Company	0.06%	21,625	$301,885	—	31 Mar 2023	13F
STIFEL FINANCIAL CORP	13F	Company	0.06%	20,776	$290,034	—	31 Mar 2023	13F
Kovack Advisors, Inc.	13F	Company	0.06%	20,200	$281,992	—	31 Mar 2023	13F
JPMORGAN CHASE & CO	13F	Company	0.05%	19,844	$277,000	—	31 Mar 2023	13F
Spire Wealth Management	13F	Company	0.05%	19,199	$268,018	—	31 Mar 2023	13F
Weiss Asset Management LP	13F	Company	0.05%	18,033	$251,741	—	31 Mar 2023	13F

Institutional Holders of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - Common Shares (FTHY) as of Q2 2023

As of 30 Jun 2023, FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - Common Shares (FTHY) was held by 74 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 13,686,955 shares. The largest 10 holders included MORGAN STANLEY, RIVERNORTH CAPITAL MANAGEMENT, LLC, KENNEDY INVESTMENT GROUP, PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC., CITY OF LONDON INVESTMENT MANAGEMENT CO LTD, COMMONWEALTH EQUITY SERVICES, LLC, Penserra Capital Management LLC, Arete Wealth Advisors, LLC, SIT INVESTMENT ASSOCIATES INC, and D.A. DAVIDSON & CO.. This page lists 74 institutional shareholders reporting positions in this security for the Q2 2023 filing period.

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders

Q2 2023 holders

Holder diff

Investor	Q1 2023 Shares	Q2 2023 Shares	Share Diff	Share Chg %	Q1 2023 Value $	Q2 2023 Value $	Value Diff $	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.