Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
-
Equity / COM
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Number of holders
-
80
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Total 13F shares, excl. options
-
12.5M
-
Shares change
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-1.12M
-
Total reported value, excl. options
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$179M
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Value change
-
-$16.1M
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Number of buys
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40
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Number of sells
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-39
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Price
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$14.32
Significant Holders of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) as of Q2 2024
90 filings reported holding FTHY - FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM as of Q2 2024.
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) has 80 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12.5M shares
.
Largest 10 shareholders include MORGAN STANLEY (2.96M shares), RIVERNORTH CAPITAL MANAGEMENT, LLC (1.25M shares), KENNEDY INVESTMENT GROUP (1.21M shares), Royal Bank of Canada (737K shares), COMMONWEALTH EQUITY SERVICES, LLC (688K shares), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (607K shares), CITY OF LONDON INVESTMENT MANAGEMENT CO LTD (562K shares), D.A. DAVIDSON & CO. (492K shares), Arete Wealth Advisors, LLC (463K shares), and Atlas Wealth LLC (364K shares).
This table shows the top 80 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.