Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
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Equity / COM
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Number of holders
-
70
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Total 13F shares, excl. options
-
12.9M
-
Shares change
-
-52.1K
-
Total reported value, excl. options
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$180M
-
Value change
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-$444K
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Number of buys
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39
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Number of sells
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-35
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Price
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$13.96
Significant Holders of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) as of Q1 2023
82 filings reported holding FTHY - FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM as of Q1 2023.
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) has 70 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12.9M shares
.
Largest 10 shareholders include MORGAN STANLEY (3.43M shares), RIVERNORTH CAPITAL MANAGEMENT, LLC (1.41M shares), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (926K shares), KENNEDY INVESTMENT GROUP (920K shares), CITY OF LONDON INVESTMENT MANAGEMENT CO LTD (661K shares), COMMONWEALTH EQUITY SERVICES, LLC (634K shares), Arete Wealth Advisors, LLC (515K shares), Penserra Capital Management LLC (497K shares), D.A. DAVIDSON & CO. (266K shares), and SIT INVESTMENT ASSOCIATES INC (259K shares).
This table shows the top 70 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.