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Upturn AI Summary - About
First Trust High Yield Opportunities 2027 Term Fund(FTHY)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for FTHY
11/06/2026: FTHY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
First Trust High Yield Opportunities 2027 Term Fund is a closed-end investment company that specializes in high-yield corporate debt, aiming to provide monthly income. Its primary strength lies in its active management by experienced professionals and a clear, term-limited structure that seeks to return capital by 2027. While it offers an attractive income stream, investors must consider risks like price volatility, the potential for trading at a discount to Net Asset Value, and inherent exposure to corporate credit defaults. This fund is well-suited for income-focused investors who understand the risks of high-yield debt and monitor credit market trends and the fund's proximity to its 2027 termination.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The fund is designed for income generation rather than capital appreciation. |
| Momentum investor | Weak fit | Closed-end funds are typically driven by yield and discount levels rather than price momentum. |
| Value investor | Mixed fit | Value investors may look at the fund's discount to NAV, though the fixed term limits the long-term value thesis. |
| Dividend investor | Strong fit | The fund's primary objective is to provide consistent monthly high-yield distributions. |
| Low-risk investor | Weak fit | The fund invests in high-yield debt, which carries significant credit and market volatility risk. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | As a CEF, share prices can fluctuate independently of NAV due to market sentiment. |
| Valuation risk | Medium | Buying at a premium to NAV may reduce total returns if the premium contracts. |
| Competition risk (Fixed income yields) | Medium | Higher yields in safer assets can lead investors to exit high-yield funds. |
| Business quality | Medium | The fund's performance is tied to the credit quality of the underlying high-yield corporate bonds. |
| Dividend income | Medium | Distributions are not guaranteed and depend on the portfolio's income generation. |
| Execution risk | Low | Managerial expertise is required to navigate the high-yield market and term-limit wind-down. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type Stock | Historic Profit 13.87% | Avg. Invested days 66 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/06/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 476.21M USD | Price to earnings Ratio 18.77 | 1Y Target Price - |
Price to earnings Ratio 18.77 | 1Y Target Price - | ||
Volume (30-day avg) 106.8K shares | Beta - | 52 Weeks Range 12.25 - 13.23 | Updated Date 11/07/2026 |
52 Weeks Range 12.25 - 13.23 | Updated Date 11/07/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.69 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Investment Portfolio | Interest and capital gains from high-yield corporate debt securities. | The fund collects interest from bonds and pays it out to you as monthly income. |
Valuation
Trailing PE 18.77 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 18.15 |
Enterprise Value - | Price to Sales(TTM) 18.15 | ||
Enterprise Value to Revenue 23.47 | Enterprise Value to EBITDA - | Shares Outstanding 36.77M | Shares Floating - |
Shares Outstanding 36.77M | Shares Floating - | ||
Percent Insiders 0.01 | Percent Institutions 85.94 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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