First Trust High Yield Opportunities 2027 Term Fund

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First Trust High Yield Opportunities 2027 Term Fund
TickerFTHY
CIK #0001810523
CUSIP33741Q107
Sector -
Address120 East Liberty Drive, Suite 400, Wheaton, IL 60187
Source [EDGAR]
CIK Filing 2011 - 2025
[0001810523] 3
[0001810523] 4
[0001810523] 5
[0001810523] 8-K
[0001810523] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Morgan Stanley First Trust High Yield Opportunities 2027 Term Fund [2021-02-11] 5.3
Form 3/4/5 Filer 2011 - 2025
First Trust High Yield Opportunities 2027 Term Fund
Ziets Kevin L
Dykas James M
Bowen James A
McGarel David
Maltbie Derek
Housey William A Jr
Lindquist Daniel J
Wright Bronwyn
Scott Jeffrey M
Denise M Keefe
Brown Kathleen Wieland
Dehler Kelly Catherine
Purpura Orlando
Friske Scott Michael
Testin Roger
Fallow Christopher R
Maher Kristi A
Jardine W Scott
Swade Donald
Roggensack Andy
Nielson NIEL B
Keith Robert F
Erickson Richard E
Kadlec Thomas R
First Trust Portfolios LP
First Trust Advisors LP
Form 13F Holdings
Firm Period DFND Voting Shares
Morgan Stanley [2025-06-30] DFND 15,438 3,156,348
Kennedy Investment Group [2025-06-30] SOLE 0 1,155,633
RiverNorth Capital Management LLC [2025-06-30] SOLE 1,105,468 1,105,468
Royal Bank of Canada [2025-06-30] DFND 710,172 728,726
Huntleigh Advisors Inc [2025-06-30] SOLE 605,827 605,827
Punch & Associates Investment Management Inc [2025-06-30] SOLE 0 558,705
City of London Investment Management Co Ltd [2025-06-30] SOLE 493,598 493,598
DA Davidson & Co [2025-06-30] SOLE 413,536 413,536
Winebrenner Capital Management LLC [2025-06-30] SOLE 0 341,141
LPL Financial LLC [2025-06-30] SOLE 0 264,027
Newedge Advisors LLC [2025-06-30] SOLE 0 260,955
Osaic Holdings Inc [2025-06-30] DFND 0 209,488
Narwhal Capital Management [2025-06-30] SOLE 0 209,151
Cambridge Investment Research Advisors Inc [2025-06-30] SOLE 0 164,432
ODER Investment Management LLC [2025-06-30] SOLE 156,767 156,767
1607 Capital Partners LLC [2025-06-30] SOLE 152,682 152,682
Kestra Advisory Services LLC [2025-06-30] SOLE 0 140,119
Wedbush Securities Inc [2025-06-30] SOLE 0 126,984
TFB Advisors LLC [2025-06-30] SOLE 0 110,636
Integrated Wealth Concepts LLC [2025-06-30] SOLE 0 109,946
Concurrent Investment Advisors LLC [2025-06-30] SOLE 107,885 107,885
Private Advisory Group LLC [2025-06-30] OTR 98,711 101,522
Shaker Financial Services LLC [2025-06-30] SOLE 90,946 93,043
Transcend Capital Advisors LLC [2025-06-30] SOLE 85,292 85,293
Stifel Financial Corp [2025-06-30] DFND 81,822 82,322
Oppenheimer & Co Inc [2025-06-30] SOLE 79,592 79,592
UBS Group AG [2025-06-30] DFND 658 74,318
Bullseye Investment Management LLC [2025-06-30] SOLE 0 72,041
Kovitz Investment Group Partners LLC [2025-06-30] SOLE 71,971 71,971
Insight Advisors, LLC/ PA [2025-06-30] SOLE 0 62,825
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