FTHY First Trust High Yield Opportunities 2027 Term Fund Common Stock

NYSE · N/A
$13.41
Price · Aug 19, 2026

FTHY Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$13.41
Market Cap
P/E (TTM)
EPS (TTM)
Revenue (TTM)
Div Yield
ROE
Debt/Equity
52W Range
$13 – $15

FTHY Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income
EPS
Free Cash Flow
Margins

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
FTHY
Peer Median

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
FTHY
Peer Median

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
FTHY
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
FTHY
Peer Median

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
FTHY
Peer Median

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
FTHY
Peer Median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
Payout Ratio
5Y Div CAGR
Ex-dateAmount
Aug. 3, 2026$0.1250
July 1, 2026$0.1250
June 1, 2026$0.1250
May 1, 2026$0.1250
April 1, 2026$0.1250
March 2, 2026$0.1250
Feb. 2, 2026$0.1250
Jan. 2, 2026$0.1250
Dec. 1, 2025$0.1250
Nov. 3, 2025$0.1250
Oct. 1, 2025$0.1250
Sept. 2, 2025$0.1250
Aug. 1, 2025$0.1250
July 1, 2025$0.1250
June 2, 2025$0.1250
May 1, 2025$0.1250
April 1, 2025$0.1250
March 3, 2025$0.1250
Feb. 3, 2025$0.1250
Jan. 2, 2025$0.1250

My Metrics Your personal watchlist — selected rows from Full Fundamentals

📊

Pick the metrics that matter to you — click the ➕ next to any row in Full Fundamentals above.

Your selection is saved and follows you across all tickers.

Institutional owners (13F) 93 filers · $166.6M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
9 (-2 vs prior Q) 9 (-2 vs prior Q) 30 (+5 vs prior Q) 27 (-11 vs prior Q) +4.2M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
MORGAN STANLEY $46,813,275 3,417,027 28.10% Shares
KENNEDY INVESTMENT GROUP, INC. $16,083,391 1,173,970 9.66% Shares
RIVERNORTH CAPITAL MANAGEMENT, LLC $14,001,893 1,022,036 8.41% Shares
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $13,245,650 966,836 7.95% Shares
Atlas Wealth LLC $8,254,661 602,530 4.96% Shares
COMMONWEALTH EQUITY SERVICES, LLC $8,068,700 588,956 4.84% Shares
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD $6,836,314 499,001 4.10% Shares
LPL Financial LLC $5,011,663 365,815 3.01% Shares
D.A. DAVIDSON & CO. $4,742,234 346,148 2.85% Shares
Logan Stone Capital, LLC $3,522,845 257,142 2.11% Shares
Almitas Capital LLC $2,723,574 198,801 1.64% Shares
Oder Investment Management, LLC $2,041,310 149,001 1.23% Shares
Integrated Wealth Concepts LLC $2,011,673 146,834 1.21% Shares
OSAIC HOLDINGS, INC. $1,939,576 141,575 1.16% Shares
Kestra Advisory Services, LLC $1,797,724 131,221 1.08% Shares
WINEBRENNER CAPITAL MANAGEMENT LLC $1,667,912 121,745 1.00% Shares
JANE STREET GROUP, LLC $1,637,301 119,511 0.98% Shares
1607 Capital Partners, LLC $1,513,918 110,505 0.91% Shares
INDEPENDENT FINANCIAL GROUP, LLC $1,512,334 110,389 0.91% Shares
Private Advisory Group LLC $1,343,055 98,033 0.81% Shares
TRANSCEND CAPITAL ADVISORS, LLC $1,338,175 97,677 0.80% Shares
TFB Advisors LLC $1,295,184 94,539 0.78% Shares
OPPENHEIMER & CO INC $1,200,572 87,633 0.72% Shares
Bullseye Investment Management, LLC $1,040,987 72,041 0.62% Shares
UBS Group AG $982,194 71,693 0.59% Shares
STIFEL FINANCIAL CORP $968,569 70,698 0.58% Shares
Noble Wealth Management PBC $949,273 69,290 0.57% Shares
CSS LLC/IL $930,271 67,903 0.56% Shares
Magnus Financial Group LLC $883,501 64,489 0.53% Shares
Advisory Services Network, LLC $762,438 55,652 0.46% Shares
BlueChip Wealth Advisors LLC $662,395 48,350 0.40% Shares
Insight Advisors, LLC/ PA $659,430 48,135 0.40% Shares
Invesco Ltd. $563,563 41,136 0.34% Shares
Arete Wealth Advisors, LLC $528,572 38,581 0.32% Shares
TrueMark Investments, LLC $497,817 36,337 0.30% Shares
Cetera Investment Advisers $470,850 34,369 0.28% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $449,150 32,785 0.27% Shares
Signature Equity Partners, LLC $437,269 31,917 0.26% Shares
CoreCap Advisors, LLC $431,331 31,484 0.26% Shares
WORLD EQUITY GROUP, INC. $424,304 30,972 0.25% Shares
Sheets Smith Investment Management $398,692 27,515 0.24% Shares
First Financial Group Corp $371,613 27,125 0.22% Shares
FOCUSED ALPHA, LLC $341,655 24,938 0.21% Shares
Camelot Portfolios, LLC $323,519 23,614 0.19% Shares
Balboa Wealth Partners $322,813 23,563 0.19% Shares
Focus Partners Wealth $311,039 22,703 0.19% Shares
Atria Wealth Solutions, Inc. $306,047 20,609 0.18% Shares
RAYMOND JAMES FINANCIAL INC $302,660 22,092 0.18% Shares
Stratos Wealth Partners, LTD. $298,050 21,755 0.18% Shares
Huntleigh Advisors, Inc. $259,615 18,950 0.16% Shares
Apollon Wealth Management, LLC $240,106 17,526 0.14% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $226,416 16,636 0.14% Shares
PVG ASSET MANAGEMENT CORP $217,707 15,891 0.13% Shares
Arkadios Wealth Advisors $216,328 15,790 0.13% Shares
CWM, LLC $201,895 14,922 0.12% Shares
CreativeOne Wealth, LLC $200,705 14,650 0.12% Shares
Arax Advisory Partners $184,626 13,476 0.11% Shares
Lido Advisors, LLC $170,291 12,430 0.10% Shares
Clear Street Group Inc. $161,071 11,757 0.10% Shares
CITADEL ADVISORS LLC $157,591 11,503 0.09% Shares
Stablepoint Partners, LLC $153,974 11,239 0.09% Shares
DAYMARK WEALTH PARTNERS, LLC $149,083 10,882 0.09% Shares
FULTON BREAKEFIELD BROENNIMAN LLC $144,809 10,570 0.09% Shares
N.E.W. Advisory Services LLC $117,794 8,598 0.07% Shares
COMERICA BANK $94,822 6,739 0.06% Shares
FIFTH THIRD BANCORP $91,311 6,665 0.05% Shares
PROEQUITIES, INC. $86,877 5,900 0.05% Shares
Sunbelt Securities, Inc. $48,412 3,578 0.03% Shares
SIT INVESTMENT ASSOCIATES INC $44,562 3,252,705 0.03% Shares
ROYAL BANK OF CANADA $34,000 2,500 0.02% Shares
PRIVATE TRUST CO NA $20,550 1,500 0.01% Shares
Colonial Trust Advisors $20,550 1,500 0.01% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $14,700 1,073 0.01% Shares
Pinnacle Wealth Planning Services, Inc. $14,481 1,057 0.01% Shares
Allworth Financial LP $13,700 1,000 0.01% Shares
Financial Gravity Wealth, Inc. $10,499 776 0.01% Shares
HARBOUR INVESTMENTS, INC. $10,119 739 0.01% Shares
ASSETMARK, INC $9,782 714 0.01% Shares
Penserra Capital Management LLC $8,196 598,309 0.00% Shares
WELLS FARGO & COMPANY/MN $6,850 500 0.00% Shares
MERCER GLOBAL ADVISORS INC /ADV $5,823 425 0.00% Shares
Glass Jacobson Investment Advisors llc $5,823 425 0.00% Shares
Aurora Private Wealth, Inc. $2,583 188,553 0.00% Shares
Cambridge Investment Research Advisors, Inc. $1,822 132,977 0.00% Shares
WEDBUSH SECURITIES INC $1,664 121,486 0.00% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $959 70 0.00% Shares
COHEN & STEERS, INC. $891 65,000 0.00% Shares
EverSource Wealth Advisors, LLC $745 54 0.00% Shares
WHITTIER TRUST CO OF NEVADA INC $708 52 0.00% Shares
Janney Montgomery Scott LLC $262 19,125 0.00% Shares
HRT FINANCIAL LP $254 18,567 0.00% Shares
Rockefeller Capital Management L.P. $164 12 0.00% Shares
CX Institutional $9 640 0.00% Shares