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 | 02/13/2026 | 2.93 M | $41.17 M | -11.85% | 8.06% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 2.42 M | $34.05 M | 65.95% | 6.67% |
| KENNEDY INVESTMENT GROUP | 02/06/2026 | 1.18 M | $16.60 M | 0.98% | 3.25% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 1.02 M | $14.32 M | -5.37% | 2.80% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 02/17/2026 | 827.08 K | $11.64 M | 48.56% | 2.28% |
| ROYAL BANK OF CANADA | 02/17/2026 | 680.57 K | $9.58 M | -2.23% | 1.87% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 629.80 K | $8.86 M | -1.24% | 1.73% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 485.96 K | $6.84 M | 10.19% | 1.34% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 02/13/2026 | 427.08 K | $6.01 M | 1.79% | 1.18% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 353.52 K | $4.97 M | -7.48% | 0.97% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 01/07/2026 | 321.31 K | $4.52 M | -5.00% | 0.89% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 317.79 K | $4.47 M | -4.52% | 0.88% |
| LPL FINANCIAL LLC | 02/11/2026 | 313.79 K | $4.42 M | 5.29% | 0.86% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 230.79 K | $3.25 M | 100.00% | 0.64% |
| AURORA PRIVATE WEALTH, INC. | 02/02/2026 | 196.26 K | $2.76 M | 100.00% | 0.54% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 191.50 K | $2.69 M | 8.85% | 0.53% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 191.15 K | $2.69 M | 10.29% | 0.53% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 175.29 K | $2.47 M | 14.81% | 0.48% |
| NARWHAL CAPITAL MANAGEMENT | 01/30/2026 | 154.98 K | $2.18 M | -30.38% | 0.43% |
| ODER INVESTMENT MANAGEMENT, LLC | 02/12/2026 | 154.86 K | $2.18 M | -3.92% | 0.43% |
| PRIVATE ADVISORY GROUP LLC | 01/15/2026 | 140.82 K | $1.98 M | -2.89% | 0.39% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 137.13 K | $1.93 M | 23.15% | 0.38% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 128.42 K | $1.81 M | 2.37% | 0.35% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 124.47 K | $1.75 M | 1.61% | 0.34% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 108.45 K | $1.53 M | 477.04% | 0.30% |
| TFB ADVISORS LLC | 02/13/2026 | 99.88 K | $1.41 M | -11.36% | 0.28% |
| TRANSCEND CAPITAL ADVISORS, LLC | 01/23/2026 | 95.18 K | $1.34 M | 11.59% | 0.26% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 94.72 K | $1.33 M | -10.14% | 0.26% |
| MAGNUS FINANCIAL GROUP LLC | 01/07/2026 | 83.38 K | $1.17 M | 13.44% | 0.23% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 74.02 K | $1.04 M | -2.88% | 0.20% |
| ARETE WEALTH ADVISORS, LLC | 02/13/2026 | 73.05 K | $1.03 M | -77.94% | 0.20% |
| OPPENHEIMER & CO INC | 02/02/2026 | 72.63 K | $1.02 M | -9.01% | 0.20% |
| UBS GROUP AG | 01/29/2026 | 69.51 K | $978.05 K | -8.16% | 0.19% |
| INSIGHT ADVISORS, LLC/ PA | 02/11/2026 | 55.36 K | $778.92 K | -12.07% | 0.15% |
| ALMITAS CAPITAL LLC | 02/17/2026 | 55.33 K | $778.44 K | 100.00% | 0.15% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 49.68 K | $698.95 K | 0.94% | 0.14% |
| CSS LLC/IL | 02/17/2026 | 44.18 K | $621.63 K | 100.00% | 0.12% |
| INVESCO LTD. | 02/19/2026 | 42.38 K | $596.27 K | -13.39% | 0.12% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 42.18 K | $593.50 K | -58.06% | 0.12% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 39.01 K | $548.91 K | -2.92% | 0.11% |
| WORLD EQUITY GROUP, INC. | 01/12/2026 | 38.96 K | $548.13 K | -11.64% | 0.11% |
| BLUECHIP WEALTH ADVISORS LLC | 02/05/2026 | 38.85 K | $546.62 K | 11.62% | 0.11% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 35.54 K | $500.10 K | -15.45% | 0.10% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 34.67 K | $487.87 K | -4.52% | 0.10% |
| HUNTLEIGH ADVISORS, INC. | 01/29/2026 | 33.83 K | $475.99 K | -88.01% | 0.09% |
| TRUEMARK INVESTMENTS, LLC | 01/14/2026 | 32.21 K | $453.14 K | 2.52% | 0.09% |
| 02/17/2026 | 30.23 K | $425.36 K | 100.00% | 0.08% | |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 28.96 K | $407.40 K | 100.00% | 0.08% |
| COLONY GROUP, LLC | 02/13/2026 | 28.70 K | $403.75 K | 100.00% | 0.08% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 28.62 K | $402.73 K | 88.73% | 0.08% |
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First Trust High Yield Opportunities 2027 Term Fund institutional Ownership - FAQ's
During the previous two years, 117 institutional investors and hedge funds held shares of First Trust High Yield Opportunities 2027 Term Fund. The most heavily invested institutionals were:
KENNEDY INVESTMENT GROUP: 1.17 M
COMMONWEALTH EQUITY SERVICES, LLC: 611,236
WINEBRENNER CAPITAL MANAGEMENT LLC: 198,483
Narwhal Capital Management: 196,865
Aurora Private Wealth, Inc.: 196,255
Cambridge Investment Research Advisors, Inc.: 175,859
43.09% of First Trust High Yield Opportunities 2027 Term Fund stock is owned by institutional investors.
Institutional investors have bought a total of 15.78 M shares in the last 24 months. This purchase volume represents approximately $213.76 M in transactions.