FIRST TRUST HI YLD OPP 2027 (FTHY) Institutional Ownership Changes & 13F Activity

FIRST TRUST HI YLD OPP 2027 (FTHY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Sit Investment Associates Inc, Jane Street Group, Llc, Morgan Stanley, Punch & Associates Investment Management, Inc., and 1607 Capital Partners, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-2,419-3.1%75,908$1.04MQ2 2026Sep 09, 2026
1607 Capital Partners, LlcSell-65,693-37.3%110,505$1.51MQ2 2026Sep 02, 2026
Citadel Advisors LlcBuy+11,50311,503$157.59KQ2 2026Sep 02, 2026
Almitas Capital LlcBuy+32,537+19.6%198,801$2.72MQ2 2026Aug 17, 2026
Jane Street Group, LlcBuy+128,560128,560$1.76MQ2 2026Aug 14, 2026
Punch & Associates Investment Management, Inc.Buy+80,091+9.0%966,836$13.25MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+41,13641,136$563.56KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-16,466-2.3%691,227$9.47MQ2 2026Aug 14, 2026
Css Llc/IlBuy+14,273+26.6%67,903$930.27KQ2 2026Aug 14, 2026
Logan Stone Capital, LlcBuy+8,350+3.4%257,142$3.52MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+6,966+5.1%142,825$1.96MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+5,595+43.1%18,567$254.00KQ2 2026Aug 14, 2026
Rivernorth Capital Management, LlcBuy+2,403+0.2%1,022,036$14.00MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+487+3746.2%500$6.85KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-327-1.3%24,953$341.86KQ2 2026Aug 14, 2026
Morgan StanleyBuy+116,125+3.5%3,417,232$46.82MQ2 2026Aug 13, 2026
Penserra Capital Management LlcBuy+22,816+4.0%598,309$8.20MQ2 2026Aug 13, 2026
Arete Wealth Advisors, LlcSell-6,282-14.0%38,581$528.57KQ2 2026Aug 13, 2026
Creativeone Wealth, LlcSell-4,350-22.9%14,650$200.71KQ2 2026Aug 13, 2026
Ubs Group AgSell-2,150-2.9%71,693$982.19KQ2 2026Aug 13, 2026
Sit Investment Associates IncBuy+470,293+16.9%3,252,705$44.56MQ2 2026Aug 12, 2026
Advisory Services Network, LlcBuy+29,576+113.4%55,652$762.44KQ2 2026Aug 12, 2026
Clear Street Group Inc.Buy+11,75711,757$161.07KQ2 2026Aug 12, 2026
Focus Partners WealthSell-3,868-14.6%22,703$311.04KQ2 2026Aug 12, 2026
Stifel Financial CorpSell-3,540-4.8%70,698$968.57KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+298+0.9%34,369$470.85KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+21+2.9%739$10.12KQ2 2026Aug 12, 2026
Oder Investment Management, LlcSell-954-0.6%149,001$2.04MQ2 2026Aug 11, 2026
Stratos Wealth Partners, Ltd.Sell-26-0.1%21,755$298.05KQ2 2026Aug 11, 2026
Arkadios Wealth AdvisorsBuy+15,79015,790$216.33KQ2 2026Aug 10, 2026
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Frequently asked questions about FTHY activity

  • Which institutional owners are buying FTHY?

    Institutional owners buying FTHY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FTHY activity?

    "Buy" means an investor increased their reported position in FTHY compared to the prior reporting period. This reflects growing exposure to FIRST TRUST HI YLD OPP 2027 (FTHY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FTHY increasing?

    Institutional interest in FTHY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.