Stock Ratings / Financials / FTHY / earnings

ETO (43) HQL (51) TYG (47) NOAH (56) ⌘ Pro Terminal →

First Trust High Yield Opportunities 2027 Term Fund (FTHY) Next Earnings Date & Expected ±2.8% Move

$13.03 -0.53% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $12.99

First Trust High Yield Opportunities 2027 Term Fund (FTHY) carries a Roarable Rating of D (Sell) with 46/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

📊 Historical Track Record Warning: Scores below 50 (46/100 · D) historically underperformed SPY in 71% of rolling 90-day windows →

ROARABLE D • SELL / AVOID Cap $479.2M

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on FTHY Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is FTHY stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-03, First Trust High Yield Opportunities 2027 Term Fund (NYSE: FTHY) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 46/100 at a spot price of $13.03 (-0.53% 1D, market cap $479.2M). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 9/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 4/20, and SEC Balance-Sheet Forensics 9/20. Across 1096 tracked Financials issuers, FTHY ranks #759 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does FTHY compare to ETO and HQL in the Financials sector?

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Within the Financials sector (Investment Managers), FTHY carries a Roarable D (46/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of —. By comparison, ETO (Eaton Vance Tax-Advantage Global Dividend Opp) holds a D- grade (43/100 RQD, P/E N/A, ROIC —, cap $484.8M) and HQL (abrdn Life Sciences Investors) posts a D grade (51/100 RQD, P/E N/A, ROIC —, cap $473.5M). Among the 5-stock peer group, NOAH leads on earnings multiple (5.8x) while NOAH leads on capital efficiency (11.2% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for FTHY?

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For First Trust High Yield Opportunities 2027 Term Fund (FTHY), key quantitative strengths include Established market leader in Financials with deep daily trading liquidity. and sector rank #759 in Financials, while primary risk factors center on Company executives have done more routine share selling than personal cash buying lately. and Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $12.99 (-0.29%)🧬 Disciplined Float (-0.40% YoY Shares)⚙️ Cash Engine: 11/20 (D+) • 0.3% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record Warning: Scores below 50 (46/100 · D) historically underperformed SPY in 71% of rolling 90-day windows (-6.1% avg 90D alpha vs SPY • 29.0% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERSELL / AVOID • D

JEV AI Jury Split (Battleground)

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D · Rk D-

Each axis scored 0–20

12M PRICE TARGET CONE-5.4% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for FTHY)Realized 20D OHLCV Swing Band: ±2.8%

Deterministic 5-Pillar Attribution (46/100 Composite)

🔍 WHY FTHY SCORES 46/100 (D) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: SEC 10-K Forensic Risk+13/20 pts (28% of score)

Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9

▲ #2 Bullish Driver: Cash Engine Quality+11/20 pts (24% of score)

SEC XBRL Trailing 12 Months: 0.3% FCF Margin ($13.4M FCF) & 52% Gross Margin

▼ #1 Drag / Risk Factor: Macro Regime Fit4/20 pts (-16 pt drag)

Macro rate sensitivity & RSI-14 (55.9) create a -16 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade E$12.75-0.4% Next Q

Q2 (-2Q)

Grade D$12.70+2.7% Next Q

Q3 (-1Q)

Grade D$13.04-0.1% Next Q

Current

Grade D$13.03-6.1% Hist 90D α

Trajectory: E (38) → D (46)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a FTHY Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While FTHY currently carries a cautious 46/100 (D) rating due to Macro Regime Fit (4/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Established market leader in Financials with deep daily trading liquidity.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($12.97) and Max Pain ($13.68) forces dealer call-delta covering toward $14.99.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Disciplined Float (-0.40% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $FTHY• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “FTHY Beats Next Quarter EPS Consensus (Upcoming Quarter) & Holds Above 200D SMA”

YES 46%NO 54%Trade / Inspect Odds →

NEXT EST. WINDOW: Upcoming Quarter (~28 DAYS)

Historical OHLCV Volatility ±2.8% Swing Band

±$0.36 Expected Swing

MODEL EARNINGS SETUP GAUGE

FTHY Quantitative Pre-Earnings Setup: 46/100

Trailing EPS: $4.25 • YoY Revenue Growth: 12.4%

Model Bullish Setup (46/100)Model Risk Weight (54/100)

Derived deterministically from RQD cash-flow quality, SEC accrual safety, and institutional flow (not a community poll).

LOG YOUR PERSONAL PRE-EARNINGS STANCE (SAVED LOCALLY IN BROWSER):

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring FTHY)

✓Walkthrough of FTHY's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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FTHY // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -3.48%⚡ TESTING RESISTANCE

2026-11-03O $13.10H $13.10L $13.03C $13.03VOL 95.6K

RES: $13.09SUP: $12.24SMA50: $12.97SMA200: $13.47

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

FTHY Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 FTHY Butterfly Map → + Track FTHY →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

8.0%/yr Implied 5Y Growth

vs. +6.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on FTHY today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for FTHY. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for FTHY today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (FTHY)

Financials Rank #759 of 1096 ⚔️ ETO vs FTHY Full Matrix →

1. Head-to-Head Financials Peer Comparison (FTHY vs. ETO, HQL, TYG, NOAH)

Industry: Investment Managers (79 Tracked Issuers)

Across 1096 tracked Financials securities in the Roarable RQD universe, First Trust High Yield Opportunities 2027 Term Fund (FTHY) ranks #759 by composite RQD confidence (46/100, grade D) and #711 by equity capitalization ($479.2M). Within this direct 5-issuer industry benchmark cohort, NOAH leads on earnings valuation at 5.8x trailing P/E, while NOAH leads on capital efficiency and profitability with 11.2% ROIC and — gross margin. NOAH currently holds the highest overall quantitative score in the immediate peer group at 56/100 (D+) compared with FTHY at 46/100 (D).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
FTHY ACTIVE First Trust High Yield Opportunities 2027 Term Fund	D	46/100	—	—	—	-0.53%	$479.2M	Benchmark Subject
ETO Eaton Vance Tax-Advantage Global Dividend Opp	D-	43/100	—	—	—	-1.63%	$484.8M	/eto-vs-fthy →
HQL abrdn Life Sciences Investors	D	51/100	—	—	—	-1.60%	$473.5M	/hql-vs-fthy →
TYG Tortoise Energy Infrastructure Corporation	D	47/100	—	—	—	+1.94%	$488.3M	/tyg-vs-fthy →
NOAH Noah Holdings Limited	D+	56/100	5.8x	—	11.2%	-2.32%	$451.3M	/noah-vs-fthy →

2. FTHY Fundamental Profitability, Capital Efficiency & Balance-Sheet Forensics

TRAILING 12M & FORWARD QUANTITATIVE SNAPSHOT

First Trust High Yield Opportunities 2027 Term Fund (FTHY) operates in Investment Managers (Financials) with an equity capitalization of $479.2M, trailing P/E of N/A, forward P/E of N/A, and EV/EBITDA of N/A. Operating profitability registers a gross margin of —, operating margin of —, net profit margin of —, ROIC of —, and free cash flow yield of —, alongside an Altman Z-Score of N/A and Piotroski F-Score of N/A.

3. FTHY Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is FTHY stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does FTHY compare to ETO and HQL in the Financials sector?

What are the biggest fundamental strengths and SEC risk factors for FTHY?

Where is FTHY trading relative to its 50-day, 200-day, and 52-week technical levels?

FTHY last traded at $13.03 (-0.53% on volume of 95,574 shares), positioning the stock +0.46% above its 50-day simple moving average ($12.97) and -3.27% below its 200-day simple moving average ($13.47). Across its 52-week range of $12.49 to $14.28, FTHY sits at the 30.2% percentile with a 14-day RSI of 55.9 (BULLISH MOMENTUM) and an implied next-earnings move of ±2.8% ($12.67 to $13.39).

FTHY Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

When is FTHY's next earnings date?

Based on SEC filing cadence, First Trust High Yield Opportunities 2027 Term Fund (FTHY)'s next quarterly reporting window is estimated around Upcoming Quarter.

How much is FTHY stock expected to move on earnings?

Volatility modeling currently projects a ±2.8% event move for FTHY, spanning a range between $12.67 and $13.39.

Direct Sub-Reports: FTHY RQD Cockpit FTHY 12M Forecast FTHY Earnings & Move FTHY Dividends & DRIP FTHY Insiders & 13F FTHY Whale Options FTHY Profit Sankey FTHY News & Why

ROARABLE RATING BRIEF • RQD 46/100 (D) ✓ STAGE-C NUMBER FIREWALL VERIFIED

FTHY — First Trust High Yield Opportunities 2027 Term Fund: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5

As of: 2026-11-02T14:15:58Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, FTHY scores 47 out of 100, a letter grade of D, with the verdict "Roarable Sell — Underperform / Distribution Warning." The five pillars are:

Fundamental Cash Engine: 11 / 20 (ROIC 0%; FCF yield 0%). This is the weakest cash-generation read in the source data; the rating shows no return on invested capital and no free-cash-flow yield.
Whale 13F Flow: 9 / 20 (institutional accumulation and options positioning). Institutional signal is below midpoint; the source does not provide the underlying 13F detail.
Insider Conviction: 9 / 20 (SEC Form 4 and Congressional PTR cluster flow). Insider signal is also below midpoint.
Macro Regime Fit: 5 / 20 (Beta 1.0; sector sensitivity). This is the lowest pillar, indicating limited alignment with the current macro regime per the rating's own framing.
Forensic Balance Sheet: 13 / 20 (Altman Z 2.5; Piotroski F 6/9; Debt/Equity 0.5). This is the strongest pillar, reflecting a comparatively sound balance-sheet profile on these metrics.

For a prospective investor evaluating the stock today, the rating's profile is one of a balance sheet that holds up better than the cash engine, institutional and insider signals that are not strongly supportive, and a macro-fit score that is weakest. The upside case rests mainly on the forensic balance-sheet pillar; the downside case rests on the absence of return and cash-yield metrics and the low macro-regime score. The rating's distribution warning in its verdict label is a reason to weigh the income-related implications carefully, but the source data does not itemize the distribution mechanics beyond the news items below.

Business

Sector: Financials. Industry: Investment Managers. Exchange: NYSE. Per the profile, First Trust High Yield Opportunities 2027 Term Fund is a NYSE-listed Financials issuer in the Investment Managers industry with a market capitalization of $0.5B. Not available in source data for the products sold, the client base, or the detailed revenue model.

Butterfly Effect: 2nd-Order Supply-Chain & Sector Ripples

Per the Butterfly Supply-Chain Graph, supply chain is NONE, with no butterfly links and no proprietary signals. Upstream and downstream dependencies, sector correlations, and second-order bottlenecks are therefore not available in source data. The one sector-level reference in the news feed is to a related First Trust fund (FMY) in a seasonal chart; that is a catalyst reference, not a supply-chain link. Investors should note the absence of mapped dependencies rather than infer them.

Open Questions

What are the components of the distribution, and how is the monthly $0.125 declaration funded relative to earnings and cash flow, given the 0% dividend yield in the market data?
What is the basis for the RED "Risk Channels" flag in the news feed, and what specific risk channels does it identify?
What are the reported financial periods, revenue, and cash-flow history, given the financials section is NONE?
What institutional (13F) and insider holdings exist, given the holders section is NONE and the whale and insider pillars score 9 / 20 each?
What is the valuation basis (P/E, EV/EBITDA, EPS) given these metrics are not available in source data?

FTHY Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for First Trust High Yield Opportunities 2027 Term Fund (FTHY) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to FTHY Debate Forum (3) ↓

🟡 MARKET WIRE Yahoo Finance • 18h ago

FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND's Dividend Analysis

Yahoo Finance report covering First Trust High Yield Opportunities 2027 Term Fund (FTHY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Business Wire • 21h ago

First Trust High Yield Opportunities 2027 Term Fund Declares its Monthly Common Share Distribution of $0.125 Per Share for November

Business Wire report covering First Trust High Yield Opportunities 2027 Term Fund (FTHY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Investing.com Canada • 1d ago

Form 4 FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND: David Mcgarel (Officer-Investment Adviser) For: 25 September By Investing.com

Investing.com Canada report covering First Trust High Yield Opportunities 2027 Term Fund (FTHY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 1d ago

First Trust Inter Dur Pref& Income Fund's Dividend Analysis

Yahoo Finance report covering First Trust High Yield Opportunities 2027 Term Fund (FTHY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔴 RISK WATCH Stock Traders Daily • 1d ago

(FTHY) Risk Channels and Responsive Allocation

Stock Traders Daily report covering First Trust High Yield Opportunities 2027 Term Fund (FTHY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo! Finance Canada • 1d ago

First Trust Mortgage Income Fund (FMY) Seasonal Returns Chart - Yahoo Finance

Yahoo! Finance Canada report covering First Trust High Yield Opportunities 2027 Term Fund (FTHY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Stock Traders Daily • 1d ago

Behavioral Patterns of FTHY and Institutional Flows

Stock Traders Daily report covering First Trust High Yield Opportunities 2027 Term Fund (FTHY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

FTHY Bull vs. Bear Conversation Board — What's Your Call at $13.03?

🐂 50% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON FTHY 🐻 50% BEARISH CONVICTION

RO RoarDesk_Moderator Roarable Research Desk ⚖️ DEBATE HOST 🎯 Target: $14.15 (+8.0%)

📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is FTHY (D • RQD 47/100) a Buy at $13.10?

Welcome to the FTHY (First Trust High Yield Opportunities 2027 Term Fund) Roar Pit. Current RQD Composite is 47/100 (Roarable Sell — Underperform / Distribution Warning) in Investment Managers. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

RI RiskArb_Desk Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $10.61 (-19.0%)

Spot @ $13.10

Pump the brakes on FTHY — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on FTHY, but look at what you are paying: current EV/EBITDA multiples with tightening sector spreads. Unless First Trust High Yield Opportunities 2027 Term Fund expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

SI SiliconVal_Bull Verified K Arena Trader 🐂 BULLISH 🎯 Target: $15.33 (+17.0%)

Spot @ $13.10

FTHY cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on FTHY, the market is fixating on short-term headline noise in Investment Managers and ignoring the balance sheet and cash flow trajectory. At $13.10 (52-wk range $12.49 - $14.33), any beat on forward guidance forces shorts and underweight funds to chase.