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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Sell | -2,419 | -3.1% | 75,908 | $1.04M | Q2 2026 | Sep 09, 2026 |
| 1607 Capital Partners, Llc | Sell | -65,693 | -37.3% | 110,505 | $1.51M | Q2 2026 | Sep 02, 2026 |
| Citadel Advisors Llc | Buy | +11,503 | — | 11,503 | $157.59K | Q2 2026 | Sep 02, 2026 |
| Almitas Capital Llc | Buy | +32,537 | +19.6% | 198,801 | $2.72M | Q2 2026 | Aug 17, 2026 |
| Jane Street Group, Llc | Buy | +128,560 | — | 128,560 | $1.76M | Q2 2026 | Aug 14, 2026 |
| Punch & Associates Investment Management, Inc. | Buy | +80,091 | +9.0% | 966,836 | $13.25M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +41,136 | — | 41,136 | $563.56K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -16,466 | -2.3% | 691,227 | $9.47M | Q2 2026 | Aug 14, 2026 |
| Css Llc/Il | Buy | +14,273 | +26.6% | 67,903 | $930.27K | Q2 2026 | Aug 14, 2026 |
| Logan Stone Capital, Llc | Buy | +8,350 | +3.4% | 257,142 | $3.52M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +6,966 | +5.1% | 142,825 | $1.96M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +5,595 | +43.1% | 18,567 | $254.00K | Q2 2026 | Aug 14, 2026 |
| Rivernorth Capital Management, Llc | Buy | +2,403 | +0.2% | 1,022,036 | $14.00M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +487 | +3746.2% | 500 | $6.85K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -327 | -1.3% | 24,953 | $341.86K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +116,125 | +3.5% | 3,417,232 | $46.82M | Q2 2026 | Aug 13, 2026 |
| Penserra Capital Management Llc | Buy | +22,816 | +4.0% | 598,309 | $8.20M | Q2 2026 | Aug 13, 2026 |
| Arete Wealth Advisors, Llc | Sell | -6,282 | -14.0% | 38,581 | $528.57K | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Sell | -4,350 | -22.9% | 14,650 | $200.71K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -2,150 | -2.9% | 71,693 | $982.19K | Q2 2026 | Aug 13, 2026 |
| Sit Investment Associates Inc | Buy | +470,293 | +16.9% | 3,252,705 | $44.56M | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Buy | +29,576 | +113.4% | 55,652 | $762.44K | Q2 2026 | Aug 12, 2026 |
| Clear Street Group Inc. | Buy | +11,757 | — | 11,757 | $161.07K | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | Sell | -3,868 | -14.6% | 22,703 | $311.04K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -3,540 | -4.8% | 70,698 | $968.57K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +298 | +0.9% | 34,369 | $470.85K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +21 | +2.9% | 739 | $10.12K | Q2 2026 | Aug 12, 2026 |
| Oder Investment Management, Llc | Sell | -954 | -0.6% | 149,001 | $2.04M | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, Ltd. | Sell | -26 | -0.1% | 21,755 | $298.05K | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | Buy | +15,790 | — | 15,790 | $216.33K | Q2 2026 | Aug 10, 2026 |
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.