Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / COM
-
Number of holders
-
35
-
Total 13F shares, excl. options
-
7,770,473
-
Shares change
-
+542,109
-
Total reported value, excl. options
-
$159,673,000
-
Value change
-
+$11,254,583
-
Number of buys
-
21
-
Number of sells
-
-16
-
Price
-
$20.55
Significant Holders of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) as of Q3 2021
41 filings reported holding FTHY - FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM as of Q3 2021.
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) has 35 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,770,473 shares
.
Largest 10 shareholders include MORGAN STANLEY (3,264,598 shares), Penserra Capital Management LLC (621,151 shares), Private Advisory Group LLC (514,911 shares), Arete Wealth Advisors, LLC (420,095 shares), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (406,753 shares), ENVESTNET ASSET MANAGEMENT INC (365,586 shares), COMMONWEALTH EQUITY SERVICES, LLC (350,288 shares), Kestra Advisory Services, LLC (293,539 shares), ROYAL BANK OF CANADA (272,807 shares), and Cambridge Investment Research Advisors, Inc. (198,706 shares).
This table shows the top 35 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.