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Upturn AI SWOT - About
First Trust High Yield Opportunities 2027 Term Fund (FTHY)
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Upturn Advisory Summary
06/04/2025: 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.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $
1 Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 9.23% | Avg. Invested days 87 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 06/04/2025 |
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 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
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) was established to provide current income and a return of capital at termination. It invests primarily in high-yield corporate debt securities. The fund is scheduled to terminate on or about January 31, 2027.
Core Business Areas
- High-Yield Debt Investments: Focuses on investing in a portfolio of high-yield corporate debt securities, commonly known as junk bonds.
Leadership and Structure
First Trust Advisors L.P. serves as the investment advisor. The fund has a board of directors that oversees its operations. Portfolio management is handled by experienced investment professionals within First Trust.
Top Products and Market Share
Key Offerings
- High Yield Bond Portfolio: Provides investors exposure to a diversified portfolio of high-yield corporate bonds. Market share is not directly applicable as FTHY is a single fund among many competitors. Competitors are other high-yield bond funds.
Market Dynamics
Industry Overview
The high-yield bond market is influenced by macroeconomic conditions, interest rates, credit spreads, and corporate earnings. Current conditions involve higher interest rates and a focus on credit quality.
Positioning
FTHY aims to generate income and return of capital through a diversified portfolio of high-yield bonds. Its position is defined by its 2027 termination date, influencing its investment strategy.
Total Addressable Market (TAM)
The total addressable market for high yield bond funds is in the trillions of dollars. FTHY is a small component, and its TAM relevance lies within the appetite for defined-term high-yield investments.
Upturn SWOT Analysis
Strengths
- Defined Termination Date (2027)
- Managed by Experienced Firm (First Trust)
- Diversified High-Yield Portfolio
- Potential for Return of Capital
Weaknesses
- Interest Rate Risk
- Credit Risk (Defaults)
- Management Fees
- Discount to NAV (Net Asset Value)
Opportunities
- Capitalize on Distressed Debt Situations
- Benefit from Narrowing Credit Spreads
- Increased Investor Demand for Income
- Active Portfolio Management
Threats
- Economic Recession
- Rising Interest Rates
- Increased Defaults in High-Yield Market
- Changes in Regulations
Competitors and Market Share
Key Competitors
- HYG
- JNK
- ANGL
Competitive Landscape
FTHY competes with other high-yield bond ETFs and closed-end funds. Its defined termination date differentiates it from perpetual funds.
Growth Trajectory and Initiatives
Historical Growth: Growth is not a primary objective; focus is on income and return of capital by the 2027 termination date.
Future Projections: Future performance will depend on the high-yield bond market and active management decisions.
Recent Initiatives: Active management adjustments based on market conditions.
Summary
FTHY is a high-yield bond fund with a defined termination date, offering potential income and return of capital. Its strengths lie in its experienced management and diversified portfolio, while weaknesses include interest rate and credit risk. Monitoring macroeconomic conditions and the high-yield market is crucial for managing potential threats. Investor appetite for income and active management could drive future opportunities.
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 financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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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