Q4 2022 13F Holders as of 12/31/2022
-
Type / Class
-
Equity / COM
-
Number of holders
-
77
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Total 13F shares, excl. options
-
13.3M
-
Shares change
-
+949K
-
Total reported value, excl. options
-
$180M
-
Value change
-
+$12.8M
-
Number of buys
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40
-
Number of sells
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-30
-
Price
-
$13.48
Significant Holders of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) as of Q4 2022
85 filings reported holding FTHY - FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM as of Q4 2022.
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) has 77 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 13.3M shares
.
Largest 10 shareholders include MORGAN STANLEY (3.33M shares), RIVERNORTH CAPITAL MANAGEMENT, LLC (1.41M shares), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (964K shares), KENNEDY INVESTMENT GROUP (840K shares), Penserra Capital Management LLC (698K shares), CITY OF LONDON INVESTMENT MANAGEMENT CO LTD (679K shares), COMMONWEALTH EQUITY SERVICES, LLC (608K shares), Arete Wealth Advisors, LLC (411K shares), Logan Stone Capital, LLC (328K shares), and Royal Bank of Canada (309K shares).
This table shows the top 77 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.