Q3 2020 13F Holders as of 30 Sep 2020
-
Type / Class
-
Equity / COM
-
Number of holders
-
23
-
Total 13F shares, excl. options
-
3,670,860
-
Shares change
-
+1,710,823
-
Total reported value, excl. options
-
$74,125,000
-
Value change
-
+$34,473,159
-
Number of buys
-
17
-
Number of sells
-
-3
-
Price
-
$20.15
Significant Holders of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) as of Q3 2020
23 filings reported holding FTHY - FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM as of Q3 2020.
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) has 23 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,670,860 shares
.
Largest 10 shareholders include MORGAN STANLEY (1,307,581 shares), Private Advisory Group LLC (448,450 shares), ENVESTNET ASSET MANAGEMENT INC (356,277 shares), Arete Wealth Advisors, LLC (323,072 shares), Cambridge Investment Research Advisors, Inc. (219,767 shares), COMMONWEALTH EQUITY SERVICES, LLC (162,473 shares), Kestra Advisory Services, LLC (158,210 shares), Castle Rock Wealth Management, LLC (147,060 shares), 20/20 Capital Management, Inc. (104,544 shares), and Walkner Condon Financial Advisors LLC (88,783 shares).
This table shows the top 23 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.