FIRST TRUST HI YLD OPP 2027 (FTHY) Top Institutional Shareholders
FIRST TRUST HI YLD OPP 2027 (FTHY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $181.06M in FTHY holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of FTHY tracked by InsiderSet, reporting ownership valued at approximately $44.66M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $44.63M, representing an estimated loss of -0.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed FTHY value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Independent Financial Group, Llc, Kennedy Investment Group, Inc., and several other long-term asset managers with concentrated positions in FIRST TRUST HI YLD OPP 2027 (FTHY).
This page ranks the largest institutional FTHY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
88
Total Reported Value
$181.06M
Largest Holder
Morgan Stanley
Largest Position
$44.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
99
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 3,301,107 | $44,664,003 | $44,630,967 | -$33,036 | -0.07% | |
| Independent Financial Group, Llc | 0.25% | 1,096,475 | $20,191,064 | $14,824,342 | -$5,366,722 | -26.58% | |
| Kennedy Investment Group, Inc. | 6.21% | 1,172,638 | $15,865,789 | $15,854,066 | -$11,723 | -0.07% | |
| Rivernorth Capital Management, Llc | 0.69% | 1,019,633 | $13,795,634 | $13,785,438 | -$10,196 | -0.07% | |
| Punch & Associates Investment Management, Inc. | 0.69% | 886,745 | $11,997,657 | $11,988,792 | -$8,865 | -0.07% | |
| Royal Bank Of Canada | 0.00% | 707,693 | $9,576,000 | $9,568,009 | -$7,991 | -0.08% | |
| Commonwealth Equity Services, Llc | 0.01% | 611,236 | $8,270,030 | $8,263,911 | -$6,119 | -0.07% | |
| City Of London Investment Management Co Ltd | 0.47% | 480,847 | $6,505,860 | $6,501,051 | -$4,809 | -0.07% | |
| Lpl Financial Llc | 0.00% | 328,304 | $4,441,951 | $4,438,670 | -$3,281 | -0.07% | |
| D.A. Davidson & Co. | 0.03% | 325,719 | $4,406,985 | $4,403,721 | -$3,264 | -0.07% | |
| Logan Stone Capital, Llc | 0.93% | 248,792 | $3,366,156 | $3,363,668 | -$2,488 | -0.07% | |
| Winebrenner Capital Management Llc | 1.72% | 198,483 | $2,685,476 | $2,683,490 | -$1,986 | -0.07% | |
| Narwhal Capital Management | 0.20% | 196,865 | $2,663,586 | $2,661,615 | -$1,971 | -0.07% | |
| 1607 Capital Partners, Llc | 0.17% | 176,198 | $2,383,959 | $2,382,197 | -$1,762 | -0.07% | |
| Almitas Capital Llc | 0.51% | 166,264 | $2,249,552 | $2,247,889 | -$1,663 | -0.07% | |
| Oder Investment Management, Llc | 1.56% | 149,955 | $2,028,893 | $2,027,392 | -$1,501 | -0.07% | |
| Private Advisory Group Llc | 0.13% | 140,478 | $1,900,670 | $1,899,263 | -$1,407 | -0.07% | |
| Kestra Advisory Services, Llc | 0.01% | 139,739 | $1,890,669 | $1,889,271 | -$1,398 | -0.07% | |
| Osaic Holdings, Inc. | 0.00% | 135,859 | $1,838,153 | $1,836,814 | -$1,339 | -0.07% | |
| Transcend Capital Advisors, Llc | 0.10% | 95,177 | $1,287,745 | $1,286,793 | -$952 | -0.07% | |
| Tfb Advisors Llc | 0.67% | 94,539 | $1,279,113 | $1,278,167 | -$946 | -0.07% | |
| Integrated Wealth Concepts Llc | 0.01% | 78,327 | $1,059,769 | $1,058,981 | -$788 | -0.07% | |
| Stifel Financial Corp | 0.00% | 74,238 | $1,004,446 | $1,003,698 | -$748 | -0.07% | |
| Oppenheimer & Co Inc | 0.01% | 73,941 | $1,000,422 | $999,682 | -$740 | -0.07% | |
| Noble Wealth Management Pbc | 0.51% | 73,940 | $1,000,408 | $999,669 | -$739 | -0.07% | |
| Ubs Group Ag | 0.00% | 73,843 | $999,096 | $998,357 | -$739 | -0.07% | |
| Magnus Financial Group Llc | 0.08% | 69,389 | $938,829 | $938,139 | -$690 | -0.07% | |
| Css Llc/Il | 0.04% | 53,630 | $725,614 | $725,078 | -$536 | -0.07% | |
| Kestra Private Wealth Services, Llc | 0.01% | 48,906 | $661,702 | $661,209 | -$493 | -0.07% | |
| Insight Advisors, Llc/ Pa | 0.12% | 48,266 | $653,032 | $652,556 | -$476 | -0.07% | |
| Arete Wealth Advisors, Llc | 0.05% | 44,863 | $604,035 | $606,548 | +$2,513 | +0.42% | |
| Invesco Ltd. | 0.00% | 41,616 | $563,064 | $562,648 | -$416 | -0.07% | |
| Cetera Investment Advisers | 0.00% | 34,071 | $460,975 | $460,640 | -$335 | -0.07% | |
| Truemark Investments, Llc | 0.09% | 33,934 | $459,127 | $458,788 | -$339 | -0.07% | |
| World Equity Group, Inc. | 0.11% | 32,342 | $437,570 | $437,264 | -$306 | -0.07% | |
| Corecap Advisors, Llc | 0.01% | 32,334 | $437,479 | $437,156 | -$323 | -0.07% | |
| Signature Equity Partners, Llc | 0.23% | 31,055 | $420,168 | $419,864 | -$304 | -0.07% | |
| Huntleigh Advisors, Inc. | 0.07% | 30,803 | $416,766 | $416,457 | -$309 | -0.07% | |
| First Financial Group Corp | 0.30% | 27,125 | $367,001 | $366,730 | -$271 | -0.07% | |
| Focus Partners Wealth | 0.00% | 26,571 | $359,517 | $359,240 | -$277 | -0.08% | |
| Advisory Services Network, Llc | 0.00% | 26,076 | $352,807 | $352,548 | -$259 | -0.07% | |
| Raymond James Financial Inc | 0.00% | 25,280 | $342,038 | $341,786 | -$252 | -0.07% | |
| Focused Alpha, Llc | 0.10% | 24,542 | $332,057 | $331,808 | -$249 | -0.08% | |
| Balboa Wealth Partners | 0.05% | 23,563 | $318,807 | $318,572 | -$235 | -0.07% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 21,781 | $294,708 | $294,479 | -$229 | -0.08% | |
| Newedge Advisors, Llc | 0.01% | 291,934 | $291,934 | $3,946,948 | +$3,655,014 | +1252.00% | |
| Fortitude Advisory Group L.L.C. | 0.13% | 21,341 | $288,744 | $288,530 | -$214 | -0.07% | |
| Creativeone Wealth, Llc | 0.01% | 19,000 | $257,070 | $256,880 | -$190 | -0.07% | |
| Apollon Wealth Management, Llc | 0.00% | 17,876 | $241,862 | $241,684 | -$178 | -0.07% | |
| Orion Porfolio Solutions, Llc | 0.00% | 17,512 | $236,937 | $236,762 | -$175 | -0.07% |
Frequently asked questions about FTHY
Who owns the most FTHY stock?
The largest holders of FTHY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST HI YLD OPP 2027 (FTHY).
Is FTHY widely held by superinvestors?
Many widely followed stocks like FTHY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FTHY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.