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First Trust High Yield Opportunities 2027 Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 2.78M | $39.53M | $37.88M | -$1.64M | -4.16% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 718 | $9,714.54 | $9,757.62 | $43.08 | 0.44% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 30,972 | $424,111.75 | $421,683.78 | -$2,427.97 | -0.57% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 31,484 | $556,410.56 | $428,182.4 | -$128,228.16 | -23.05% |
| TRG Timothy R. Guthrie Bullseye Investment Management LLC | 72,041 | $1.04M | $976,155.55 | -$65,702.21 | -6.31% |
 Amanda Hawley Atria Wealth Solutions Inc. | 20,609 | $281,180.62 | $280,179.35 | -$1,001.27 | -0.36% |
 Craig Johnsen Fortitude Advisory Group LLC | 21,341 | $292,150.32 | $290,024.19 | -$2,126.13 | -0.73% |
 Jeffrey Gilbert Balboa Wealth Partners | 23,563 | $341,192.24 | $320,221.17 | -$20,971.07 | -6.15% |
 Loni Adams Daymark Wealth Partners LLC | 14,866 | $215,469.32 | $202,177.6 | -$13,291.72 | -6.17% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 425 | $5,776.43 | $5,780 | $3.57 | 0.06% |
| TAL TFB Advisors LLC TFB Advisors LLC | 94,539 | $1.29M | $1.29M | $1,353.29 | 0.11% |
| KB Kyle Bubeck TrueMark Investments LLC | 33,934 | $489,712.27 | $461,841.74 | -$27,870.53 | -5.69% |
 Eugene Donato KENNEDY INVESTMENT GROUP | 1.17M | $15.99M | $15.96M | -$31,199.72 | -0.2% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 12,790 | $189,931.47 | $173,816.1 | -$16,115.37 | -8.48% |
 Christopher Griffith Stablepoint Partners, LLC | 11,239 | $159,751.82 | $152,738.01 | -$7,013.81 | -4.39% |
 Winebrenner Capital Management LLC Winebrenner Capital Management LLC | 198,483 | $2.87M | $2.7M | -$175,238 | -6.1% |
| TGL Tommy Glynn Lewis First Financial Group Corp | 27,125 | $392,769.62 | $368,900 | -$23,869.62 | -6.08% |
| DN Daniel Newman Noble Wealth Management PBC | 69,290 | $974,910.44 | $943,036.9 | -$31,873.54 | -3.27% |
