$FTHY

$13.03 -$0.01 (0.08%) Close

$FTHY Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 36.8M shares outstanding

Who owns FTHY?

By type of holder

Institutions 46.1% Insiders 0.6% Everyone else 53.3%

Concentration Top 10 holders own 34.9%

Morgan Stanley 9.3% · Sit Investment Associates Inc 8.9%

Institutional ownership

46.1%

+2.0 pts vs last qtr

Institutional holders

-3 vs last qtr

Net shares bought

+718.7K

by institutions in Q2 2026

New / sold out

10 / 13

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Atlas Wealth LLC NEW +602.5K
Sit Investment Associates Inc +470.3K

Biggest sellers in Q2 2026

NewEdge Advisors, LLC SOLD OUT −291.9K
Narwhal Capital Management SOLD OUT −196.9K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for First Trust High Yield Opportunities 2027 Term Fund in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for First Trust High Yield Opportunities 2027 Term Fund.

How patient are the owners?

Institutional shares by how long they've been held

5+ years43% 3–5 years40% 1–3 years6% Under 1 year11%

Quarterly turnover

8.7%

of institutional shares changed hands

Top 10 managers, median time held

4.3 years

Super Investors

Investment managers reporting FTHY on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
MS Morgan Stanley	3.4M	9.29%	+116.1K (+3.5%)	≤2021	0.0%
Shares held by quarter Peak holding3.4M (Q2'26) Change over 8 quarters+446.3K Share of the company9.290% Morgan Stanley's full portfolio →
SI Sit Investment Associates Inc	3.3M	8.85%	+470.3K (+16.9%)	2022	0.8%
Shares held by quarter Peak holding3.3M (Q2'26) Change over 8 quarters+3.2M Share of the company8.850% Sit Investment Associates Inc's full portfolio →

Morgan Stanley

3.4M

% of company

9.29%

Change vs last qtr

+116.1K (+3.5%)

Held since

≤2021

Sit Investment Associates Inc

3.3M

% of company

8.85%

Change vs last qtr

+470.3K (+16.9%)

Held since

2022

28 more super investors behind a free account

See every manager holding First Trust High Yield Opportunities 2027 Term Fund, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting FTHY on Form N-PORT; together they hold 4.6% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
RS RiverNorth/DoubleLine Strategic Income Fund Rivernorth Funds	$12.1M	881.1K	2.40%	1.36%	June 30, 2026
AC Amplify CEF High Income ETF Amplify ETF Trust	$8.16M	595.5K	1.62%	1.13%	June 30, 2026

RiverNorth/DoubleLine Strategic Income Fund

Rivernorth Funds

Position value

$12.1M

% of company

2.40%

% of the fund

1.36%

As of

June 30, 2026

Amplify CEF High Income ETF

Amplify ETF Trust

Position value

$8.16M

% of company

1.62%

% of the fund

1.13%

As of

June 30, 2026

4 more funds behind a free account

See every fund holding First Trust High Yield Opportunities 2027 Term Fund and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
BJ Bowen James A Insider	169.5K	0.46%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.460% Bowen James A's insider activity →
HW Housey William A JR Insider	24.3K	0.07%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.070% Housey William A JR's insider activity →

Bowen James A

Insider

169.5K

% of company

0.46%

Change vs last qtr

—

Held since

—

Housey William A JR

Insider

24.3K

% of company

0.07%

Change vs last qtr

—

Held since

—

3 more holders behind a free account

See every insider and 5%+ holder of First Trust High Yield Opportunities 2027 Term Fund.

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