First Trust High Yield Opportunities 2027 Term Fund (FTHY) — Long-term Investment Intensity

Latest as of November 2025: 98.0%

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 FTHY net asset value for net asset value and shareholders' equity analysis.

LT Investment Intensity

98.0%
LT Investments / Total Assets

Long-term Investments

$726.84 Million
USD

Total Assets

$741.68 Million
USD

Country

USA
NYSE

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. Also explore First Trust High Yield Opportunities 202 (FTHY) total assets for the complete picture of this company's asset base.

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. For market capitalisation and broader financial context, see First Trust High Yield Opportunities 202 (FTHY) market capitalisation.

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
pp = percentage points