Who owns First Trust High Yield Opportunities 2027 Term Fund?
Institutional ownership of FTHY from SEC Form 13F filings across 64 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
64
13F holders
$105.9M
value, 2026 filers
24.1%
of shares outstanding (8.9M sh)
8
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of FTHY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3.4M | $46.8M | 0.0% | 9.3% | +3.5% |
| 2 | ROYAL BANK OF CANADA | 691,227 | $9.5M | 0.0% | 1.9% | -2.3% |
| 3 | Penserra Capital Management LLC | 598,309 | $8,196 | 0.1% | 1.6% | +4.0% |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 588,956 | $8.1M | 0.0% | 1.6% | -3.6% |
| 5 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 499,001 | $6.8M | 0.4% | 1.4% | +3.8% |
| 6 | LPL Financial LLC | 365,815 | $5.0M | 0.0% | 1% | +11.4% |
| 7 | D.A. DAVIDSON & CO. | 346,148 | $4.7M | 0.0% | 0.9% | +6.3% |
| 8 | Aurora Private Wealth, Inc. | 188,553 | $2,583 | 1.6% | 0.5% | -3.9% |
| 9 | Integrated Wealth Concepts LLC | 146,834 | $2.0M | 0.0% | 0.4% | +87.5% |
| 10 | OSAIC HOLDINGS, INC. | 142,825 | $2.0M | 0.0% | 0.4% | +5.1% |
| 11 | Private Advisory Group LLC | 138,108 | $1.9M | 0.1% | 0.4% | -1.7% |
| 12 | Cambridge Investment Research Advisors, Inc. | 132,977 | $1,822 | 0.0% | 0.4% | -24.4% |
| 13 | Kestra Advisory Services, LLC | 131,221 | $1.8M | 0.0% | 0.4% | -6.1% |
| 14 | JANE STREET GROUP, LLCNEW | 128,560 | $1.8M | 0.0% | 0.3% | new |
| 15 | WEDBUSH SECURITIES INC | 121,486 | $1,664 | 0.0% | 0.3% | +6.1% |
| 16 | INDEPENDENT FINANCIAL GROUP, LLC | 110,389 | $1.5M | 0.0% | 0.3% | -43.4% |
| 17 | TRANSCEND CAPITAL ADVISORS, LLC | 97,677 | $1.3M | 0.1% | 0.3% | +2.6% |
| 18 | OPPENHEIMER & CO INC | 87,633 | $1.2M | 0.0% | 0.2% | +18.5% |
| 19 | UBS Group AG | 71,693 | $982,194 | 0.0% | 0.2% | -2.9% |
| 20 | STIFEL FINANCIAL CORP | 70,698 | $968,569 | 0.0% | 0.2% | -4.8% |
| 21 | COHEN & STEERS, INC. | 65,000 | $891 | 0.0% | 0.2% | 0.0% |
| 22 | Magnus Financial Group LLC | 64,489 | $883,501 | 0.1% | 0.2% | -7.1% |
| 23 | Advisory Services Network, LLC | 55,652 | $762,438 | 0.0% | 0.2% | +113.4% |
| 24 | BlueChip Wealth Advisors LLCNEW | 48,350 | $662,395 | 0.3% | 0.1% | new |
| 25 | Insight Advisors, LLC/ PA | 48,135 | $659,430 | 0.1% | 0.1% | -0.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.