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First Trust High Yield Opportunities 2027 Term Fund (FTHY)
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Upturn Advisory Summary
12/04/2025: 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 12.17% | Avg. Invested days 104 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 12/04/2025 |
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 |
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. The fund is a closed-end management investment company with a defined term, scheduled to terminate in 2027.
Core Business Areas
- High Yield Investments: Invests in a diversified portfolio of high yield corporate bonds and other fixed-income instruments.
Leadership and Structure
First Trust Advisors L.P. serves as the investment advisor. The fund operates under a board of trustees who oversee its operations.
Top Products and Market Share
Key Offerings
- High Yield Investment Portfolio: FTHY's primary product is its portfolio of high-yield debt securities. The fund aims to generate income for investors by investing in these instruments. Market share is difficult to define for a specific closed-end fund. Competitors include other high yield closed-end funds.
Market Dynamics
Industry Overview
The high-yield bond market is influenced by factors such as interest rates, economic growth, credit spreads, and investor sentiment. The industry involves active management of risk and return.
Positioning
FTHY positions itself as a provider of high current income through its investments in high-yield securities. It caters to investors seeking income and potential return of capital at term.
Total Addressable Market (TAM)
The TAM for high-yield fixed income investments is in the trillions of dollars. FTHY occupies a small segment of this market, focused on income generation and defined-term investment.
Upturn SWOT Analysis
Strengths
- Experienced investment advisor (First Trust)
- Defined term structure
- Focus on high current income
Weaknesses
- Exposure to credit risk in high-yield market
- Potential for NAV erosion
- Reliance on investment advisor's expertise
Opportunities
- Capitalize on market inefficiencies in high-yield sector
- Potential for capital appreciation
- Attract income-seeking investors
Threats
- Rising interest rates
- Economic recession
- Increased credit defaults
Competitors and Market Share
Key Competitors
- AllianceBernstein National Municipal Income Fund (AFB)
- BlackRock Corporate High Yield Fund, Inc. (HYT)
- Nuveen Credit Strategies Income Fund (JQC)
Competitive Landscape
FTHY competes with other high-yield closed-end funds for investor capital. Its advantages include its First Trust association and defined-term structure, while disadvantages include high yields generally having higher risk.
Growth Trajectory and Initiatives
Historical Growth: Growth is represented by the fund's ability to maintain or increase its NAV and distribution rate, and is time sensitive.
Future Projections: Future growth depends on the fund's ability to generate income and manage its portfolio effectively. Analyst estimates are not readily available for individual closed-end funds.
Recent Initiatives: Initiatives would involve actively managing the high-yield portfolio and potentially adjusting investment strategies.
Summary
First Trust High Yield Opportunities 2027 Term Fund aims to provide income through high-yield bond investments. Its defined-term structure is a unique feature, and it leverages First Trust's expertise. The fund faces risks from rising interest rates and credit defaults. Its success hinges on effective portfolio management and attracting income-seeking investors. It is not one of the largest players in the market but has a dedicated following.
Similar Stocks
Sources and Disclaimers
Data Sources:
- First Trust Website
- SEC Filings
- Financial News Sources
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Market share information is based on estimated assets under management and available market data, and may not be precise.
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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