Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / COM
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Number of holders
-
77
-
Total 13F shares, excl. options
-
10,772,351
-
Shares change
-
+388,687
-
Total reported value, excl. options
-
$143,451,555
-
Value change
-
+$5,207,376
-
Number of buys
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37
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Number of sells
-
-29
-
Price
-
$13.32
Significant Holders of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) as of Q3 2023
80 filings reported holding FTHY - FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM as of Q3 2023.
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 10,772,351 shares
.
Largest 10 shareholders include RIVERNORTH CAPITAL MANAGEMENT, LLC (1,389,499 shares), KENNEDY INVESTMENT GROUP (1,071,872 shares), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (891,445 shares), SIT INVESTMENT ASSOCIATES INC (697,124 shares), CITY OF LONDON INVESTMENT MANAGEMENT CO LTD (691,753 shares), COMMONWEALTH EQUITY SERVICES, LLC (613,336 shares), Arete Wealth Advisors, LLC (538,955 shares), D.A. DAVIDSON & CO. (380,565 shares), Royal Bank of Canada (371,488 shares), and Penserra Capital Management LLC (273,809 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.