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Upturn AI SWOT - About
First Trust High Yield Opportunities 2027 Term Fund (FTHY)
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Upturn Advisory Summary
10/30/2025: FTHY (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 9.58% | Avg. Invested days 83 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 545.71M USD | Price to earnings Ratio 10.68 | 1Y Target Price - |
Price to earnings Ratio 10.68 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 12.62 - 14.89 | Updated Date 06/29/2025 |
52 Weeks Range 12.62 - 14.89 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 10.11% | Basic EPS (TTM) 1.39 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE 10.68 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 10.51 |
Enterprise Value - | Price to Sales(TTM) 10.51 | ||
Enterprise Value to Revenue 13.53 | Enterprise Value to EBITDA - | Shares Outstanding 36773000 | Shares Floating - |
Shares Outstanding 36773000 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 59.71 |
Upturn AI SWOT
First Trust High Yield Opportunities 2027 Term Fund
Company Overview
History and Background
The First Trust High Yield Opportunities 2027 Term Fund (FTHY) is a closed-end fund that seeks to provide a high level of current income. It invests primarily in high-yield corporate bonds and other fixed-income instruments. The fund has a target termination date of January 31, 2027.
Core Business Areas
- Fixed Income Investment: The fund's core business is investing in a portfolio of high-yield corporate bonds and other fixed-income securities.
Leadership and Structure
First Trust Advisors L.P. serves as the investment advisor for the fund. The fund is managed by a team of portfolio managers with expertise in high-yield investments. It is structured as a closed-end fund, meaning it has a fixed number of shares outstanding.
Top Products and Market Share
Key Offerings
- High-Yield Investment: FTHY's primary product is providing investors with access to a diversified portfolio of high-yield bonds, aiming for current income. Data on the exact market share is not publicly available for this specific fund. Competitors include other high-yield bond funds and ETFs from firms like BlackRock and PIMCO.
Market Dynamics
Industry Overview
The high-yield bond market is influenced by factors such as interest rates, economic growth, and credit spreads. Demand for high-yield bonds can fluctuate based on risk appetite and the search for yield in a low-interest-rate environment.
Positioning
FTHY is positioned as a targeted high-yield fund with a specific termination date. This allows investors to potentially benefit from the fund's holdings as they mature leading up to 2027.
Total Addressable Market (TAM)
The TAM for high yield bond funds is in the trillions. FTHY is a niche player due to its term structure, appealing to investors seeking a specific timeframe.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Targeted maturity date
- Potential for high current income
- Diversified high-yield portfolio
Weaknesses
- Sensitivity to interest rate changes
- Credit risk associated with high-yield bonds
- Potential for NAV erosion
- Limited liquidity compared to open-end funds
Opportunities
- Increased demand for high-yield investments in a low-rate environment
- Potential for capital appreciation as bonds mature
- Strategic allocation to undervalued high-yield securities
- Active management to mitigate credit risk
Threats
- Rising interest rates could negatively impact bond prices
- Economic recession could lead to increased defaults
- Increased competition from other high-yield funds
- Regulatory changes affecting high-yield bond investments
Competitors and Market Share
Key Competitors
- HYG
- JNK
- ANGL
Competitive Landscape
FTHY competes in the broader high-yield bond fund market. Its targeted maturity date differentiates it from perpetual funds. FTHY's disadvantages are high fees compared to passive ETFs.
Growth Trajectory and Initiatives
Historical Growth: Fund growth is primarily determined by asset appreciation and reinvestment of distributions.
Future Projections: Future growth depends on high-yield market performance and the fund's ability to generate income and capital gains. Projections are not typically provided for closed-end funds in the same way as operating companies.
Recent Initiatives: Monitor fund commentary for adjustments in asset allocation or investment strategy.
Summary
First Trust High Yield Opportunities 2027 Term Fund is a niche investment offering access to a diversified high-yield bond portfolio with a targeted maturity date. Its strengths lie in its experienced management and focus on current income. Key considerations include the fund's sensitivity to interest rate risk and potential for NAV erosion. FTHY needs to watch out for credit defaults among its holdings, and its ability to actively manage the portfolio to deliver value for investors relative to lower-cost passive high-yield ETFs.
Similar Stocks
Sources and Disclaimers
Data Sources:
- First Trust website
- SEC filings
- Morningstar
- Yahoo Finance
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share estimates are approximate and derived from available data.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About First Trust High Yield Opportunities 2027 Term Fund
Exchange NYSE | Headquaters Wheaton, IL, United States | ||
IPO Launch date 2020-06-26 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website |
Full time employees - | Website | ||
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