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.
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 $12.94 (-0.69% 1D, market cap $479.2M). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 9/20, SEC Balance-Sheet Forensics 13/20, FRED Macro Regime Fit 4/20, and Executive Insider Alignment 9/20. Across 1097 tracked Financials issuers, FTHY ranks #760 in composite RQD confidence.
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).
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 #760 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.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9
SEC XBRL Trailing 12 Months: 0.3% FCF Margin ($13.4M FCF) & 52% Gross Margin
Macro rate sensitivity & RSI-14 (55.9) create a -16 pt regime headwind
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.
Established market leader in Financials with deep daily trading liquidity.
Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($12.97) and Max Pain ($13.59) forces dealer call-delta covering toward $14.99.
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.
First Trust High Yield Opportunities 2027 Term Fund (FTHY) slipped -0.69% to $12.94, trading at 25% of its 52-week range ($12.49 – $14.28). Stretched risk/reward at current multiples (steady margins) under elevated 10-year interest-rate pressure.
Yahoo Finance report covering First Trust High Yield Opportunities 2027 Term Fund (FTHY) market action, institutional positioning, and fundamental catalysts.
Business Wire report covering First Trust High Yield Opportunities 2027 Term Fund (FTHY) market action, institutional positioning, and fundamental catalysts.
Investing.com Canada report covering First Trust High Yield Opportunities 2027 Term Fund (FTHY) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering First Trust High Yield Opportunities 2027 Term Fund (FTHY) market action, institutional positioning, and fundamental catalysts.
Stock Traders Daily report covering First Trust High Yield Opportunities 2027 Term Fund (FTHY) market action, institutional positioning, and fundamental catalysts.
Yahoo! Finance Canada report covering First Trust High Yield Opportunities 2027 Term Fund (FTHY) market action, institutional positioning, and fundamental catalysts.
Stock Traders Daily report covering First Trust High Yield Opportunities 2027 Term Fund (FTHY) market action, institutional positioning, and fundamental catalysts.
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +6.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on FTHY today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for FTHY. Explore sector supply chains on /butterfly.
Across 1097 tracked Financials securities in the Roarable RQD universe, First Trust High Yield Opportunities 2027 Term Fund (FTHY) ranks #760 by composite RQD confidence (46/100, grade D) and #712 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 | — | — | — | -0.69% | $479.2M | Benchmark Subject |
| ETO Eaton Vance Tax-Advantage Global Dividend Opp | D- | 43/100 | — | — | — | +0.47% | $484.8M | /eto-vs-fthy → |
| HQL abrdn Life Sciences Investors | D | 51/100 | — | — | — | -2.49% | $473.5M | /hql-vs-fthy → |
| TYG Tortoise Energy Infrastructure Corporation | D | 47/100 | — | — | — | -3.35% | $488.3M | /tyg-vs-fthy → |
| NOAH Noah Holdings Limited | D+ | 56/100 | 5.8x | — | 11.2% | +2.97% | $451.3M | /noah-vs-fthy → |
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.
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 $12.94 (-0.69% 1D, market cap $479.2M). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 9/20, SEC Balance-Sheet Forensics 13/20, FRED Macro Regime Fit 4/20, and Executive Insider Alignment 9/20. Across 1097 tracked Financials issuers, FTHY ranks #760 in composite RQD confidence.
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).
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 #760 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.
FTHY last traded at $12.94 (-0.69% on volume of 69,866 shares), positioning the stock -0.23% below its 50-day simple moving average ($12.97) and -3.93% below its 200-day simple moving average ($13.47). Across its 52-week range of $12.49 to $14.28, FTHY sits at the 25.1% percentile with a 14-day RSI of 55.9 (BULLISH MOMENTUM) and an implied next-earnings move of ±2.8% ($12.58 to $13.30).
First Trust High Yield Opportunities 2027 Term Fund (FTHY) earns a live Roarable RQD composite score of 46/100, corresponding to a D letter grade (Roarable Sell) at a spot price of $12.94 (-0.69% 1D, market capitalization $479.2M).
Sector: Financials. Industry: Investment Managers. Exchange: NYSE..5B. — for the products sold, the client base, or the detailed revenue model.
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.
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
Yahoo Finance report covering First Trust High Yield Opportunities 2027 Term Fund (FTHY) market action, institutional positioning, and fundamental catalysts.
Business Wire report covering First Trust High Yield Opportunities 2027 Term Fund (FTHY) market action, institutional positioning, and fundamental catalysts.
Investing.com Canada report covering First Trust High Yield Opportunities 2027 Term Fund (FTHY) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering First Trust High Yield Opportunities 2027 Term Fund (FTHY) market action, institutional positioning, and fundamental catalysts.
Stock Traders Daily report covering First Trust High Yield Opportunities 2027 Term Fund (FTHY) market action, institutional positioning, and fundamental catalysts.
Yahoo! Finance Canada report covering First Trust High Yield Opportunities 2027 Term Fund (FTHY) market action, institutional positioning, and fundamental catalysts.
Stock Traders Daily report covering First Trust High Yield Opportunities 2027 Term Fund (FTHY) market action, institutional positioning, and fundamental catalysts.
The Forensic Balance Sheet pillar scores 13 / 20, its strongest reading, with Altman Z 2.5, Piotroski F 6/9, and Debt/Equity 0.5.. When you look under the hood at FTHY, Fundamental Cash Engine is 11/20 with 0.0% gross margins and 0.0% ROIC. Bears are staring in the rearview mirror while institutional 13F flow (9/20) has been quietly accumulating below $14.28. My 12M target is $14.98.
@DeepValue_CFA Agree on the RQD 46/100 quality, though with 1.0 beta I'm scaling in with half-size at $13.03 and keeping dry powder in case we test $12.12.
Here is the bear case nobody on the bull side wants to address on FTHY: The Macro Regime Fit pillar scores 5 / 20 at Beta 1.0, with ROIC and FCF yield both at 0%, and a RED Risk Watch item in the news feed.. At current EV/EBITDA multiples, even a small guidance miss in Investment Managers triggers a 12-15% air pocket.
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