Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / COM
-
Number of holders
-
77
-
Total 13F shares, excl. options
-
13,315,741
-
Shares change
-
+948,827
-
Total reported value, excl. options
-
$179,522,356
-
Value change
-
+$12,798,151
-
Number of buys
-
40
-
Number of sells
-
-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 13,315,741 shares
.
Largest 10 shareholders include MORGAN STANLEY (3,331,438 shares), RIVERNORTH CAPITAL MANAGEMENT, LLC (1,411,072 shares), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (964,472 shares), KENNEDY INVESTMENT GROUP (840,496 shares), Penserra Capital Management LLC (698,295 shares), CITY OF LONDON INVESTMENT MANAGEMENT CO LTD (679,097 shares), COMMONWEALTH EQUITY SERVICES, LLC (608,367 shares), Arete Wealth Advisors, LLC (411,088 shares), Logan Stone Capital, LLC (327,875 shares), and Royal Bank of Canada (308,761 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.