First Trust High Yield Opportunities 2027 Term Fund Long-term Investment Intensity
First Trust High Yield Opportunities 2027 Term Fund 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. Read First Trust High Yield Opportunities 202 (FTHY) financial obligations for a breakdown of total debt and financial obligations.
LT Investment Intensity
Long-term Investments
Total Assets
Country
Long-term Investment Intensity of First Trust High Yield Opportunities 2027 Term Fund (2021–2025)
Long-term investment intensity of First Trust High Yield Opportunities 2027 Term Fund from 2021 to 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.
First Trust High Yield Opportunities 2027 Term Fund Long-term Investment Intensity by Year (2021–2025)
First Trust High Yield Opportunities 2027 Term Fund long-term investment intensity by year from 2021 to 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 the complete balance sheet picture, see balance sheet size of First Trust High Yield Opportunities 202.
| 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 | — |