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 Q1 2025?

87 institutional investors reported FTHY - FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - Common Shares for Q1 2025. Use the holders table for investor-level position and value details.

CUSIP: 33741Q107

Q1 2025 13F Holders as of 31 Mar 2025

Security type / class: Equity / Common Shares
Shares outstanding: 36,966,427
Total 13F shares: 14,594,735
Share change: +509,267
Total reported value: $210,876,932
Reported price per share: $14.45
Number of holders: 87
Value change: +$7,350,514
Number of buys: 48
Number of sells: 33

Security key

33741Q107

Report period

Q1 2025

Institutions

Top holders

FTHY full security history Ownership snapshot Full 13F holder table Newer quarter: Q2 2025 Previous quarter: Q4 2024 FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND SEC filings

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Reporting periods

Holder history for CUSIP 33741Q107

Newer quarter: Q2 2025 Previous quarter: Q4 2024

Recent filing periods:

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

Ownership snapshot

Top reported holders 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. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder

MORGAN STANLEY

13D/G signal

—

Evidence rows

Latest as of

31 Dec 2024

13F Lead comparable stake: 8% Showing 1-6 of 15 holder rows.

Rank 1 holder

MORGAN STANLEY

13F

Ownership: 8%
Position: $42.67M

13F

Rank 2 holder

KENNEDY INVESTMENT GROUP, INC.

13F

Ownership: 3.2%
Position: $16.94M

13F

Rank 3 holder

RIVERNORTH CAPITAL MANAGEMENT, LLC

13F

Ownership: 2.5%
Position: $13.3M

13F

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
MORGAN STANLEY	13F Company 13F	8%	$42,665,926 2,946,541 shares	—	31 Dec 2024
KENNEDY INVESTMENT GROUP, INC.	13F Company 13F	3.2%	$16,941,177 1,169,971 shares	—	31 Dec 2024
RIVERNORTH CAPITAL MANAGEMENT, LLC	13F Company 13F	2.5%	$13,300,850 918,567 shares	—	31 Dec 2024
SIT INVESTMENT ASSOCIATES INC	13F Company 13F	2.2%	$11,844,000 817,958 shares	—	31 Dec 2024
ROYAL BANK OF CANADA	13F Company 13F	2%	$10,859,000 749,959 shares	—	31 Dec 2024
COMMONWEALTH EQUITY SERVICES, LLC	13F Company 13F	1.9%	$10,111,000 698,285 shares	—	31 Dec 2024

How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2025

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions

14,594,735

Rows available

Investor	Option	Weight %	Change %	Reported value	* Price	Shares	Share Change	Activity	Report Period

^* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that failed the local validity check.

Compare Q1 2025 vs Q4 2024 Across Filers

Q4 2024 holders

Q1 2025 holders

Holder diff

-1

Investor	Q4 2024 Shares	Q1 2025 Shares	Share Diff	Share Chg %	Q4 2024 value	Q1 2025 value	Value change	Value Chg %

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

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend