Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / COM
-
Number of holders
-
36
-
Total 13F shares, excl. options
-
6,549,581
-
Shares change
-
+1,170,931
-
Total reported value, excl. options
-
$130,017,650
-
Value change
-
+$23,200,476
-
Number of buys
-
27
-
Number of sells
-
-15
-
Price
-
$19.85
Significant Holders of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) as of Q1 2021
45 filings reported holding FTHY - FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM as of Q1 2021.
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) has 36 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,549,581 shares
.
Largest 10 shareholders include MORGAN STANLEY (2,640,103 shares), Private Advisory Group LLC (457,542 shares), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (384,864 shares), Arete Wealth Advisors, LLC (380,098 shares), ENVESTNET ASSET MANAGEMENT INC (361,906 shares), Kestra Advisory Services, LLC (288,075 shares), COMMONWEALTH EQUITY SERVICES, LLC (251,088 shares), ROYAL BANK OF CANADA (208,906 shares), Cambridge Investment Research Advisors, Inc. (198,419 shares), and Sterling Manor Financial, LLC (182,893 shares).
This table shows the top 36 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.