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Stock Ratings / Financials / FTHY
ETO (43) HQL (51) TYG (47) NOAH (56) ⌘ Pro Terminal →

First Trust High Yield Opportunities 2027 Term Fund (FTHY) — RQD Stock Rating Cockpit

$12.94 -0.69% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $12.90

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.

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?
▼

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.

✓ 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?
▼

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?
▼

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.

✓ 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: $12.90 (-0.31%)🧬 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
025507510046
Quant Analyst Panel 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 RQD RADARRw D · Rk D-
Cash (11)Whales (9)SEC (13)Macro (4)CEO (9)
Each axis scored 0–20
12M PRICE TARGET CONE-5.4% Base Target
$15 Bull$12 Base$10 Bear
📬 FREE FTHY RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
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)
38
Grade E$12.75-0.4% Next Q
Q2 (-2Q)
41
Grade D$12.70+2.7% Next Q
Q3 (-1Q)
43
Grade D$13.04-0.8% Next Q
Current
46
Grade D$12.94-6.1% 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 ($13.59) 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 →
RSI-14 MOMENTUMBULLISH MOMENTUM
55.930 Oversold · 70 Hot
ALTMAN-Z SHIELDFORTRESS SAFE (>3.0)
3.80>3.0 Fortress Safe
PIOTROSKI F-SCOREHIGH QUALITY (7–9)
7 / 99-Pt Accounting
52-WEEK LASER RANGE25% OF RANGE
L: $12$12.94H: $14
1. Money & Cash Health● MIXED
Are profits real cash in the bank?

Decent core business (steady margins), though cash flow growth is moderate rather than explosive right now.

Factor Grade: D+RQD 11 / 20
2. Big Money & Insiders● TRIMMING
Are whales & executives buying or selling?

Insiders and big institutional desks have been trimming shares rather than stepping up to buy.

Factor Grade: DRQD 18 / 40
3. Hidden Risks & Market Weather● WARNING
SEC fine-print scan & interest-rate fit

High sensitivity to tight interest rates or new risk warnings added to recent SEC annual filings.

Factor Grade: D-RQD 17 / 40
MULTI-MODEL QUANT PANEL DELIBERATION

Quant Analyst Panel Split (Battleground) on FTHY

Cash & Moat Bull AI
ROIC & Free Cash Flow Model
NEUTRAL (55)

14.0% ROIC with 42.0% gross margin and 2.80% FCF yield.

SEC Forensic Auditor AI
10-K Accruals & Altman-Z Guard
NEUTRAL (65)

Altman-Z 4.20 and Piotroski 7/9 pass balance-sheet audit.

Whale & Macro Hawk AI
Options Skew, 13F & Fed NetLiq
BEARISH (37)

18/40 institutional & smart-money positioning score with 4/20 macro alignment.

Bull Case: Why Buyers Like FTHY
  • ✓Established market leader in Financials with deep daily trading liquidity.
Bear Case: What Could Go Wrong
  • !Company executives have done more routine share selling than personal cash buying lately.
  • !Sensitive to high interest rates and tighter Federal Reserve market liquidity.
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
Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?
Join Founding VIP Waitlist (No Card Required) →$100K Arena
FTHY // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -4.15%▼ DESCENDING CHANNEL
2026-11-03O $13.10H $13.10L $12.94C $12.94VOL 95.6K
RES: $13.09SUP: $12.24SMA50: $12.97SMA200: $13.47
$14.23$13.76$13.29$12.82$12.34RES $13.09SUP $12.24$12.942026-05-042026-06-172026-08-042026-09-182026-11-03
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

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

Reverse-DCF Expectations Hurdle
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

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 #760 of 1097 ⚔️ 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 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 →

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?

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.

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

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).

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

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.

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

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).

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) ✓ SEC XBRL & RQD VERIFIED

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

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2026-11-03

1. Roarable Rating Brief: What This Means to a Prospective Investor

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).

  • Fundamental Cash Engine (11/20): Anchored by return on invested capital (ROIC) of —, gross margin of —, operating margin of —, and free cash flow yield of —.
  • Whale 13F & Options Flow (9/20) + Insider Conviction (9/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (4/20) + Forensic Balance Sheet (13/20): Incorporates a 1.00x equity beta, Altman Z-Score of N/A, Piotroski F-Score of N/A, and Debt/Equity of N/A.

2. Business Model, Unit Margins & SEC Financial Trajectory

Sector: Financials. Industry: Investment Managers. Exchange: NYSE..5B. — for the products sold, the client base, or the detailed revenue model.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • 🐂 Primary Bull Case (D • RQD 46/100): Established market leader in Financials with deep daily trading liquidity. Free cash flow yield of — and institutional whale pillar of 9/20. With Fundamental Cash Engine at 11/20 and Institutional Whale Flow at 9/20, sustained execution supports upside toward the upper end of the $12.49 – $14.28 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Company executives have done more routine share selling than personal cash buying lately. Investors must weigh current valuation against — operating margins and a 1.00x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

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.

  • Key Question #1: Can FTHY sustain or expand its — operating margin and — ROIC against Investment Managers peers over the next 4 quarters?
  • Key Question #2: Will free cash flow conversion (— FCF yield) strengthen balance-sheet liquidity (Altman Z-Score N/A) toward the $14.28 52-week high?
  • Key Question #3: How sensitive is FTHY's equity valuation to Financials capital spending cycles and macro interest-rate shifts (Beta 1.00x)?

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

FTHY Bull vs. Bear Conversation Board — What's Your Call at $12.94?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON FTHY 🐻 33% BEARISH CONVICTION
1. Pick Your Side on FTHY:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
DE DeepValue_CFA RQD DEBATE OPENER • Institutional Buy-Side 🐂 BULLISH 🎯 Target: $14.98 (+15.0%)
📌 Pinned Debate

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.

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.

SectorRotator 🐂 BULL

@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.

MU MultipleCompression RQD DEBATE OPENER • Valuation Discipline 🐻 BEARISH 🎯 Target: $10.29 (-21.0%)
Spot @ $13.03

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.

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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