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Upturn AI SWOT - About
First Trust High Yield Opportunities 2027 Term Fund (FTHY)
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Upturn Advisory Summary
09/17/2025: 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 14.09% | Avg. Invested days 101 | 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 09/17/2025 |
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 seek a high level of current income. It invests primarily in U.S. and foreign high yield corporate debt securities.
Core Business Areas
- Closed-End Fund: Invests in a diversified portfolio of high-yield corporate debt securities to generate current income.
Leadership and Structure
The fund is managed by First Trust Advisors L.P. The specific team structure information requires further research but generally includes portfolio managers and analysts focusing on fixed income investments.
Top Products and Market Share
Key Offerings
- High Yield Bond Investments: A portfolio of high-yield bonds designed to generate income for investors. The market share for a specific closed-end fund is difficult to determine, as it's a portion of the overall high-yield bond market. Competitors include other high-yield bond funds offered by companies like PIMCO, BlackRock, and Invesco.
Market Dynamics
Industry Overview
The high-yield bond market is influenced by factors like interest rates, credit spreads, economic growth, and investor sentiment. It carries more risk than investment-grade bonds but also offers potentially higher returns.
Positioning
FTHY aims to capitalize on opportunities in the high-yield bond market by actively managing a diversified portfolio. Its competitive advantage lies in its expertise in selecting and managing high-yield securities.
Total Addressable Market (TAM)
The global high-yield bond market is estimated to be worth trillions of dollars. FTHY's position depends on its ability to attract assets from investors seeking high current income within this market.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified portfolio
- Targeted maturity date (2027)
- Potential for high current income
Weaknesses
- Exposure to credit risk and interest rate risk
- Potential for NAV erosion
- Subject to market fluctuations
- Closed-end fund structure can lead to trading at a discount or premium to NAV
Opportunities
- Increasing demand for income-generating investments
- Potential for capital appreciation as bonds approach maturity
- Strategic allocation to undervalued sectors
- Favorable interest rate environment (depending on the economic cycle)
Threats
- Rising interest rates
- Economic recession or slowdown
- Increased defaults in the high-yield bond market
- Changes in regulatory environment
Competitors and Market Share
Key Competitors
- BlackRock Corporate High Yield Fund (HYT)
- PIMCO Corporate & Income Opportunity Fund (PTY)
- Invesco High Income Trust II (VLT)
Competitive Landscape
FTHY competes with other high-yield bond funds based on factors like performance, expense ratio, and distribution yield. Its targeted maturity date differentiates it from perpetual funds.
Growth Trajectory and Initiatives
Historical Growth: Growth is primarily driven by the performance of the underlying bond portfolio and the fund's ability to attract and retain assets.
Future Projections: Future projections depend on macroeconomic conditions, interest rates, and the fund's investment strategy. Analyst estimates are not readily available.
Recent Initiatives: Recent initiatives would typically involve strategic adjustments to the portfolio based on market conditions.
Summary
First Trust High Yield Opportunities 2027 Term Fund is a closed-end fund designed to generate current income through high-yield bond investments. Its strengths include experienced management and diversification, but it faces risks related to credit quality and interest rates. The fund is differentiated by its targeted maturity date, offering potential capital appreciation as it approaches 2027. Economic downturns and changes in interest rates pose the main threats, impacting bond values and potentially affecting income payouts.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust website
- SEC filings
- Yahoo Finance
- Other financial websites
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on thorough research 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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