First Trust High Yield Opportunities 2027 Term Fund (FTHY) — SEC Filings

First Trust High Yield Opportunities 2027 Term Fund (FTHY) — 3 SEC filings. Latest: DEF 14A (Jul 28, 2025). Includes 2 DEF 14A, 1 SC 13G/A.

View First Trust High Yield Opportunities 2027 Term Fund on SEC EDGAR

Overview

First Trust High Yield Opportunities 2027 Term Fund (FTHY) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a DEF 14A filed on Jul 28, 2025: FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY) filed a DEF 14A on July 28, 2025, for its Joint Annual Meetings of Shareholders scheduled for September 4, 2025, at 12:00 noon Central Time. The primary purpose of the meeting is to elect four Trustees for the Fund. This filing, alongside a

Sentiment Summary

Across 3 filings, the sentiment breakdown is: 3 neutral. The dominant filing sentiment for First Trust High Yield Opportunities 2027 Term Fund is neutral.

Filing Type Overview

First Trust High Yield Opportunities 2027 Term Fund (FTHY) has filed 2 DEF 14A, 1 SC 13G/A with the SEC between Feb 2024 to Jul 2025.

Filings by Year

2025 · 2024

Recent SEC Filings (3)

First Trust High Yield Opportunities 2027 Term Fund SEC Filing History
DateFormDescriptionRisk
Jul 28, 2025DEF 14AFTHY Schedules Annual Meeting to Elect Four Trusteeslow
Aug 2, 2024DEF 14AFirst Trust High Yield 2027 Term Fund Files Proxy Statementlow
Feb 8, 2024SC 13G/AMorgan Stanley Amends Stake in First Trust High Yield Fundlow

Risk Profile

Risk Assessment: Of FTHY's 3 recent filings, 0 were flagged as high-risk, 0 as medium-risk, and 3 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.

Industry Context

The First Trust High Yield Opportunities 2027 Term Fund operates within the closed-end fund sector, specifically focusing on high-yield debt. This sector is sensitive to interest rate changes and credit market conditions, as higher yields often come with increased default risk. Competitors include other closed-end funds and open-end mutual funds specializing in income generation and high-yield investments.

Top Tags

Proxy Statement (1) · Corporate Governance (1) · Shareholder Meeting (1) · Board Election (1) · Closed-End Fund (1) · SEC Filing (1) · First Trust (1) · proxy-statement (1) · fund-governance (1) · sec-filing (1)

Key Numbers

First Trust High Yield Opportunities 2027 Term Fund Key Metrics
MetricValueContext
Filing Date2025-07-28Date the DEF 14A was filed with the SEC
Meeting Date2025-09-04Date of the Joint Annual Meetings of Shareholders
Trustees to be Elected4Number of Trustees shareholders will vote on
Meeting Time12:00 noon CTScheduled start time for the shareholder meeting
SEC File Number811-23565Unique identifier for the fund's registration with the SEC
Fiscal Year End0531The filing covers the period ending May 31, 2024.

Frequently Asked Questions

What are the latest SEC filings for First Trust High Yield Opportunities 2027 Term Fund (FTHY)?

First Trust High Yield Opportunities 2027 Term Fund has 3 recent SEC filings from Feb 2024 to Jul 2025, including 2 DEF 14A, 1 SC 13G/A. Each filing includes an AI-generated plain-English summary.

What is the overall sentiment of FTHY filings?

Across 3 filings, the sentiment breakdown is: 3 neutral. The dominant sentiment is neutral.

Where can I find First Trust High Yield Opportunities 2027 Term Fund SEC filings explained simply?

ReadTheFiling provides AI-powered plain-English summaries of all First Trust High Yield Opportunities 2027 Term Fund (FTHY) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.

What are the key financial highlights for First Trust High Yield Opportunities 2027 Term Fund?

Financial highlights for First Trust High Yield Opportunities 2027 Term Fund are available when 10-K or 10-Q filings are enriched with AI analysis. Check back as new filings are processed.

What is the investment thesis for FTHY?

The investment thesis for FTHY includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.

Who are the key executives at First Trust High Yield Opportunities 2027 Term Fund?

Executive information for First Trust High Yield Opportunities 2027 Term Fund is extracted from SEC filings as they are enriched with AI analysis.

What are the main risk factors for First Trust High Yield Opportunities 2027 Term Fund stock?

Of FTHY's 3 assessed filings, 0 were flagged high-risk, 0 medium-risk, and 3 low-risk.

What are recent predictions and forward guidance from First Trust High Yield Opportunities 2027 Term Fund?

Forward guidance and predictions for First Trust High Yield Opportunities 2027 Term Fund are extracted from SEC filings as they are enriched.

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