Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / COM
-
Number of holders
-
1
-
Total 13F shares, excl. options
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48,753
-
Shares change
-
0
-
Total reported value, excl. options
-
$679,127
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Price
-
$13.93
Significant Holders of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) as of Q4 2023
1 filings reported holding FTHY - FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM as of Q4 2023.
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) has 1 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 48,753 shares
.
Largest 10 shareholders include MORGAN STANLEY (3,461,686 shares), RIVERNORTH CAPITAL MANAGEMENT, LLC (1,389,499 shares), KENNEDY INVESTMENT GROUP (1,128,587 shares), CITY OF LONDON INVESTMENT MANAGEMENT CO LTD (930,659 shares), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (852,975 shares), SIT INVESTMENT ASSOCIATES INC (695,343 shares), COMMONWEALTH EQUITY SERVICES, LLC (630,493 shares), Arete Wealth Advisors, LLC (520,703 shares), D.A. DAVIDSON & CO. (435,036 shares), and Relative Value Partners Group, LLC (418,306 shares).
This table shows the top 1 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.