The company
First Trust High Yield Opportunities 2027 Term Fund
FTHY · NYSE
FinancialsFunds, Shells & SPACs
FTHY stood above a rising 150-day average in 0 of the last 52 weekly readings. It is 4.4% below that average now. Financials: 49% of its 739 stocks in an uptrend (−4 points in four weeks).
Statistics
- Rotation
- not in the set
- Weeks in an uptrend
- out for 52
- Insider buys, 12 months
- $588K
- Insider sales, 12 months
- $0
- Officials’ trades on record
- 0
- Institutions holding
- 78 (-1)
In the rotation
Each square a week: lit when it closed above a rising 150-day average. 0 of 52 weeks.
22 Apr – 21 Oct
Money in and out
1 Nov 2024 – 1 Oct 2026
Open-market buys above the line and sales below, in dollars.
Congress and officials
No member of Congress or official has disclosed a trade in it.
Insiders
Buy orders, 12 months4
Sale orders, 12 months0
Buyers · sellers2 · 0
| Who | Did | Shares | Traded |
|---|---|---|---|
| William A. Housey, Jr.Other | bought | 2,500at $12.87 | 28 Sep 2026filed 29 Sep 2026 |
| David McGarelOfficer-Investment Adviser | bought | 10,000at $12.92 | 25 Sep 2026filed 28 Sep 2026 |
| William A. Housey, Jr.Other | bought | 5,000at $12.90 | 24 Sep 2026filed 25 Sep 2026 |
| William A. Housey, Jr.Other | bought | 241at $12.92 | 23 Sep 2026filed 24 Sep 2026 |
| William A. Housey, Jr.Other | bought | 5,000at $12.95 | 23 Sep 2026filed 24 Sep 2026 |
Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.
Institutions
Holders78-1 on the quarter
New · exited11 · 12
Reported value$174.2M
Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEYadded · filed 13 Aug 2026 | 3,417,232$46.8M | +116,125+3.5% |
| KENNEDY INVESTMENT GROUP, INC.added · filed 30 Jul 2026 | 1,173,970$16.1M | +1,332+0.1% |
| RIVERNORTH CAPITAL MANAGEMENT, LLCadded · filed 14 Aug 2026 | 1,022,036$14.0M | +2,403+0.2% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.added · filed 14 Aug 2026 | 966,836$13.2M | +80,091+9.0% |
| ROYAL BANK OF CANADAreduced · filed 14 Aug 2026 | 691,227$9.5M | -16,466−2.3% |
| Atlas Wealth LLCnew · filed 28 Jul 2026 | 602,530$8.3M | +602,530 |
| COMMONWEALTH EQUITY SERVICES, LLCreduced · filed 29 Jul 2026 | 588,956$8.1M | -22,280−3.6% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTDadded · filed 31 Jul 2026 | 499,001$6.8M | +18,154+3.8% |
| LPL Financial LLCadded · filed 7 Aug 2026 | 365,815$5.0M | +37,511+11.4% |
| D.A. DAVIDSON & CO.added · filed 24 Jul 2026 | 346,148$4.7M | +20,429+6.3% |
31 Mar 2023 – 30 Jun 2026
News
No headline names it lately.
Everyone who traded it
Same industry
No other stock in its industry this week.
Government contracts
No federal award is tied to it.
From its SEC filings
No ratio computed from its SEC filings yet.
Analyst forecasts
No analyst forecasts yet.