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Upturn AI SWOT - About
First Trust High Yield Opportunities 2027 Term Fund (FTHY)
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Upturn Advisory Summary
08/28/2025: FTHY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 21.92% | Avg. Invested days 95 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/28/2025 |
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
First Trust High Yield Opportunities 2027 Term Fund (FTHY) is a closed-end fund that seeks high current income by investing in high-yield corporate bonds. The fund was established with a specific term, aiming to liquidate on or before January 31, 2027.
Core Business Areas
- High Yield Bond Investments: FTHY invests primarily in a portfolio of high-yield corporate bonds, often referred to as 'junk bonds,' seeking to generate current income.
Leadership and Structure
First Trust Advisors L.P. serves as the investment advisor. The fund is managed by a team of portfolio managers who specialize in high-yield credit analysis and portfolio construction.
Top Products and Market Share
Key Offerings
- High Yield Bond Portfolio: FTHY offers investors access to a diversified portfolio of high-yield corporate bonds. Market share is not directly applicable as it is a closed-end fund focusing on high yield opportunities. Competitors are other high yield funds and ETFs such as HYG and JNK.
Market Dynamics
Industry Overview
The high-yield bond market is driven by factors such as economic growth, interest rates, credit spreads, and investor sentiment. The market is sensitive to economic cycles and credit risk.
Positioning
FTHY is positioned to provide high current income through strategic allocation to high-yield bonds. It is a term fund, distinguishing it from perpetual high-yield funds.
Total Addressable Market (TAM)
The total addressable market is the entire high-yield bond market, which fluctuates based on issuance and market conditions. FTHY targets a segment of this market focusing on bonds with attractive yield and maturity profiles. The size is in the trillions.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified high-yield portfolio
- Targeted maturity date for potential capital return
- Actively managed for risk mitigation
Weaknesses
- High expense ratio compared to passive ETFs
- Exposure to credit risk and default risk
- Term structure may limit flexibility
- Vulnerability to interest rate fluctuations
Opportunities
- Capitalize on undervalued high-yield bonds
- Exploit market inefficiencies in the credit market
- Attract income-seeking investors in a low-rate environment
- Potential for capital appreciation as bonds approach maturity
Threats
- Economic recession leading to higher default rates
- Rising interest rates impacting bond prices
- Increased competition from other high-yield funds
- Unforeseen credit events affecting portfolio holdings
Competitors and Market Share
Key Competitors
- HYG
- JNK
- ANGL
- VWEAX
Competitive Landscape
FTHY competes with other high-yield bond ETFs and mutual funds. Its term structure differentiates it from perpetual funds.
Growth Trajectory and Initiatives
Historical Growth: Growth is primarily driven by reinvestment of income and appreciation in the value of bond holdings.
Future Projections: Future growth is dependent on the high-yield market environment.
Recent Initiatives: Actively managing the portfolio to optimize yield and reduce risk as the fund approaches its termination date.
Summary
FTHY offers exposure to the high-yield bond market with a defined term. It provides a high current income, but faces credit and interest rate risks. Active management aims to mitigate risk. Investors should consider its expense ratio and term structure before investing. As it nears its termination date in 2027, management must ensure appropriate bond selection to maintain shareholder value during the liquidation period.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust Website
- SEC Filings
- Morningstar
- Yahoo Finance
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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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