First Trust High Yield Opportunities 2027 Term Fund (FTHY) — Long-term Investment Intensity
First Trust High Yield Opportunities 2027 Term Fund (FTHY) has a Long-term Investment Intensity of 98.0% as of November 2025. Long-term investments of $726.84 Million represent 98.0% of total assets of $741.68 Million. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. See First Trust High Yield Opportunities 202 (FTHY) liquidity to equity ratio to evaluate short-term liquidity relative to the company's equity base.
LT Investment Intensity
Long-term Investments
Total Assets
Country
First Trust High Yield Opportunities 2027 Term Fund Long-term Investment Intensity (2021–2025)
This chart shows how First Trust High Yield Opportunities 2027 Term Fund's Long-term Investment Intensity has evolved across 5 annual periods from 2021 to 2025. As of November 2025, the intensity stands at 98.0%, reflecting long-term investments of $726.84 Million against total assets of $741.68 Million USD. For the complete balance sheet picture, see how large is First Trust High Yield Opportunities 202's balance sheet.
Annual Long-term Investment Intensity for First Trust High Yield Opportunities 2027 Term Fund (2021–2025)
The table below presents the year-by-year Long-term Investment Intensity for First Trust High Yield Opportunities 2027 Term Fund from 2021 to 2025, covering 5 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. Read how much debt does First Trust High Yield Opportunities 202 carry for a breakdown of total debt and financial obligations.
| Year | LT Investment Intensity | LT Investments (USD) | Total Assets | Change (pp) |
|---|---|---|---|---|
| 2025 | 97.5% | $720.58 Million | $739.28 Million | ▼ -0.1 pp |
| 2024 | 97.6% | $686.19 Million | $703.21 Million | ▼ -0.7 pp |
| 2023 | 98.2% | $687.99 Million | $700.33 Million | ▲ +0.0 pp |
| 2022 | 98.2% | $908.37 Million | $924.79 Million | ▼ -0.2 pp |
| 2021 | 98.4% | $1.09 Billion | $1.11 Billion | — |