Q4 2020 13F Holders as of 12/31/2020
-
Type / Class
-
Equity / COM
-
Number of holders
-
34
-
Total 13F shares, excl. options
-
5.3M
-
Shares change
-
+1.42M
-
Total reported value, excl. options
-
$107M
-
Value change
-
+$28.9M
-
Number of buys
-
22
-
Number of sells
-
-7
-
Price
-
$20.32
Significant Holders of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) as of Q4 2020
35 filings reported holding FTHY - FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM as of Q4 2020.
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) has 34 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.3M shares
.
Largest 10 shareholders include MORGAN STANLEY (1.95M shares), Private Advisory Group LLC (448K shares), ENVESTNET ASSET MANAGEMENT INC (352K shares), Arete Wealth Advisors, LLC (334K shares), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (302K shares), Kestra Advisory Services, LLC (242K shares), Cambridge Investment Research Advisors, Inc. (214K shares), COMMONWEALTH EQUITY SERVICES, LLC (189K shares), Sterling Manor Financial, LLC (182K shares), and Castle Rock Wealth Management, LLC (151K shares).
This table shows the top 34 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.