Is First Trust High Yield Opportunities 2027 Term Fund (FTHY) a Buy, Sell, or Hold?
NYSE : FTHY
First Trust High Yield Opportunities 2027 Term Fund — Institutional Ownership
$13.52 USD
-$0.08 (-0.59%)
- Volume
- 115.74K
- Average Volume
- 93.16K
- Market Capitalization
- $497.17M
- P/E Ratio
- 10.90
- Dividend Yield
- 11.09%
- Price Target
- Year High
- $14.86
- Year Low
- $13.20
- Day High
- —
- Day Low
- —
- Payout Ratio
- $1.23
- Current Ratio
- $0.65
Institutional Ownership Summary
Institutional Ownership %
2.09%
Investors Holding
15
change: -74 | last: 89
Increased Positions
3
change: -32 | last: 35
Reduced Positions
9
change: -30 | last: 39
New Positions
1
change: -6 | last: 7
Sold Positions
75
change: 62 | last: 13
Total Calls
-
Total Puts
-
Put-Call Ratio
0.00
change: 0 | last: 0
Total Invested
10.49M
Beneficial Ownership Filings
| Filing Date | Reporting Person | Amount Beneficially Owned | % of Class |
|---|---|---|---|
| 2026-05-12 | Morgan Stanley | 3.29M | 8.90% |
| 2026-02-11 | Morgan Stanley | 2.79M | 7.60% |
| 2026-01-06 | Sit Investment Associates, Inc. | 2.42M | 6.60% |
| 2022-02-10 | Morgan Stanley Smith Barney LLC | 3.33M | 9.00% |
| 2022-02-10 | Morgan Stanley | 3.33M | 9.00% |
| 2021-02-11 | Morgan Stanley Smith Barney LLC | 1.95M | 5.30% |
| 2021-02-11 | Morgan Stanley | 1.95M | 5.30% |
FTHY Enterprise Value History
Annual
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2025-05-31 | $14.39 | 36.68M | $527.77M | $211.9K | $157M | $684.55M |
| 2024-05-31 | $14.10 | 36.31M | $511.94M | $84228 | $131M | $642.86M |
| 2023-05-31 | $13.52 | 36.31M | $490.88M | $66399 | $123M | $613.82M |
| 2022-05-31 | $16.07 | 36.79M | $591.19M | $33895 | $278M | $869.16M |
| 2021-05-31 | $19.87 | 36.86M | $732.36M | $203.52K | $309M | $1.04B |
Quarterly
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2025-11-30 | $14.03 | 36.68M | $514.56M | $10204 | $183M | $697.55M |
| 2025-05-31 | $14.39 | 36.31M | $522.47M | $211.9K | $157M | $679.26M |
| 2024-11-30 | $14.92 | 36.31M | $541.71M | $63201 | $157M | $698.65M |
| 2024-05-31 | $14.10 | 36.31M | $511.94M | $84228 | $131M | $642.86M |
| 2023-11-30 | $13.58 | 36.31M | $493.06M | $33480 | $137M | $630.03M |
| 2023-05-31 | $13.52 | 36.79M | $497.38M | $66399 | $123M | $620.31M |
| 2022-11-30 | $14.68 | 36.79M | $540.06M | $120.13K | $133M | $672.94M |
| 2022-05-31 | $16.07 | 36.86M | $592.3M | $33895 | $278M | $870.27M |
| 2021-11-30 | $20.26 | 36.86M | $746.74M | $113.28K | $280M | $1.03B |
| 2021-05-31 | $19.87 | - | -$ | $203.52K | $309M | $308.8M |
| 2020-11-30 | $19.84 | - | -$ | -$ | $307M | $307M |