First Trust High Yield Opportunities 2027 Term Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 3.32 M | $48.10 M | 5.17% | 9.14% |
| SIT INVESTMENT ASSOCIATES INC | 11/13/2025 | 1.46 M | $21.13 M | 4.04% | 4.02% |
| KENNEDY INVESTMENT GROUP | 10/28/2025 | 1.17 M | $16.93 M | 1.08% | 3.22% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 11/14/2025 | 1.08 M | $15.59 M | -2.69% | 2.96% |
| ROYAL BANK OF CANADA | 11/14/2025 | 696.12 K | $10.09 M | -4.48% | 1.92% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 637.68 K | $9.24 M | -2.10% | 1.76% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 556.74 K | $8.07 M | -0.35% | 1.53% |
| PENSERRA CAPITAL MANAGEMENT LLC | 11/04/2025 | 441.01 K | $6.39 M | 21.52% | 1.21% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 11/14/2025 | 419.56 K | $6.08 M | -15.00% | 1.16% |
| D.A. DAVIDSON & CO. | 10/22/2025 | 382.10 K | $5.54 M | -7.60% | 1.05% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 10/31/2025 | 338.21 K | $4.90 M | -0.86% | 0.93% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 332.84 K | $4.82 M | 27.55% | 0.92% |
| ARETE WEALTH ADVISORS, LLC | 11/12/2025 | 331.16 K | $4.80 M | -2.63% | 0.91% |
| LPL FINANCIAL LLC | 11/12/2025 | 298.03 K | $4.32 M | 12.88% | 0.82% |
| HUNTLEIGH ADVISORS, INC. | 10/30/2025 | 282.18 K | $4.09 M | -53.42% | 0.78% |
| NARWHAL CAPITAL MANAGEMENT | 10/24/2025 | 222.61 K | $3.23 M | 6.44% | 0.61% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 175.93 K | $2.55 M | 6.99% | 0.48% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 173.33 K | $2.53 M | -20.09% | 0.48% |
| ODER INVESTMENT MANAGEMENT, LLC | 11/10/2025 | 161.18 K | $2.34 M | 2.81% | 0.44% |
| 1607 CAPITAL PARTNERS, LLC | 11/14/2025 | 152.68 K | $2.21 M | 0.00% | 0.42% |
| PRIVATE ADVISORY GROUP LLC | 11/10/2025 | 145.00 K | $2.10 M | 0.00% | 0.40% |
| WEDBUSH SECURITIES INC | 11/06/2025 | 125.45 K | $1.82 M | -1.21% | 0.35% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 122.49 K | $1.77 M | -12.58% | 0.34% |
| TFB ADVISORS LLC | 11/04/2025 | 112.68 K | $1.60 M | 1.85% | 0.31% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 111.35 K | $1.61 M | 19.68% | 0.31% |
| INTEGRATED WEALTH CONCEPTS LLC | 11/14/2025 | 105.41 K | $1.53 M | -4.13% | 0.29% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 10/27/2025 | 100.59 K | $1.46 M | -6.77% | 0.28% |
| TRANSCEND CAPITAL ADVISORS, LLC | 11/04/2025 | 85.29 K | $1.24 M | 0.00% | 0.23% |
| OPPENHEIMER & CO INC | 11/06/2025 | 79.82 K | $1.16 M | 0.29% | 0.22% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 76.22 K | $1.10 M | -7.42% | 0.21% |
| UBS GROUP AG | 11/13/2025 | 75.69 K | $1.10 M | 1.85% | 0.21% |
| MAGNUS FINANCIAL GROUP LLC | 10/28/2025 | 73.50 K | $1.06 M | 41.82% | 0.20% |
| BULLSEYE INVESTMENT MANAGEMENT, LLC | 02/02/2026 | 72.04 K | $1.04 M | 0.00% | 0.20% |
| INSIGHT ADVISORS, LLC/ PA | 11/10/2025 | 62.96 K | $912.35 K | 0.21% | 0.17% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11/17/2025 | 49.22 K | $713.13 K | -8.49% | 0.14% |
| INVESCO LTD. | 11/13/2025 | 48.93 K | $708.98 K | -2.38% | 0.13% |
| WORLD EQUITY GROUP, INC. | 10/24/2025 | 44.09 K | $638.82 K | -8.12% | 0.12% |
| CORECAP ADVISORS, LLC | 10/22/2025 | 42.04 K | $609.17 K | -1.54% | 0.12% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 40.19 K | $582.29 K | 630.52% | 0.11% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 36.32 K | $526.22 K | 77.67% | 0.10% |
| BLUECHIP WEALTH ADVISORS LLC | 11/06/2025 | 34.81 K | $504.34 K | -29.25% | 0.10% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 33.93 K | $491.60 K | -22.97% | 0.09% |
| TRUEMARK INVESTMENTS, LLC | 10/30/2025 | 31.41 K | $455.19 K | 100.00% | 0.09% |
| FIRST FINANCIAL GROUP CORP | 10/29/2025 | 28.76 K | $416.66 K | 0.00% | 0.08% |
| ADVISORY SERVICES NETWORK, LLC | 11/18/2025 | 27.82 K | $403.16 K | 0.17% | 0.08% |
| PVG ASSET MANAGEMENT CORP | 12/31/2025 | 27.52 K | $398.69 K | 0.00% | 0.08% |
| SHEETS SMITH INVESTMENT MANAGEMENT | 10/08/2025 | 27.52 K | $398.69 K | 100.00% | 0.08% |
| APOLLON WEALTH MANAGEMENT, LLC | 10/17/2025 | 24.59 K | $356.29 K | 1.40% | 0.07% |
| BALBOA WEALTH PARTNERS | 11/06/2025 | 24.21 K | $350.82 K | 0.00% | 0.07% |
| STRATOS WEALTH PARTNERS, LTD. | 11/06/2025 | 22.70 K | $328.89 K | 14.76% | 0.06% |
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First Trust High Yield Opportunities 2027 Term Fund institutional Ownership - FAQ's
During the previous two years, 81 institutional investors and hedge funds held shares of First Trust High Yield Opportunities 2027 Term Fund. The most heavily invested institutionals were:
WINEBRENNER CAPITAL MANAGEMENT LLC: 321,309
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO: 217,488
Aurora Private Wealth, Inc.: 196,255
Narwhal Capital Management: 154,983
Private Advisory Group LLC: 140,817
Noble Wealth Management PBC: 108,454
40.81% of First Trust High Yield Opportunities 2027 Term Fund stock is owned by institutional investors.
Institutional investors have bought a total of 12.79 M shares in the last 24 months. This purchase volume represents approximately $180.09 M in transactions.