Q3 2024 13F Holders as of 9/30/2024
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Type / Class
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Equity / COM
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Number of holders
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79
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Total 13F shares, excl. options
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12.4M
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Shares change
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-99K
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Total reported value, excl. options
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$187M
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Value change
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-$1.08M
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Number of buys
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37
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Number of sells
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-38
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Price
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$15.12
Significant Holders of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) as of Q3 2024
86 filings reported holding FTHY - FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM as of Q3 2024.
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) has 79 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12.4M shares
.
Largest 10 shareholders include MORGAN STANLEY (2.97M shares), KENNEDY INVESTMENT GROUP (1.2M shares), RIVERNORTH CAPITAL MANAGEMENT, LLC (1.01M shares), Royal Bank of Canada (725K shares), COMMONWEALTH EQUITY SERVICES, LLC (667K shares), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (581K shares), Arete Wealth Advisors, LLC (457K shares), D.A. DAVIDSON & CO. (424K shares), CITY OF LONDON INVESTMENT MANAGEMENT CO LTD (359K shares), and STIFEL FINANCIAL CORP (349K shares).
This table shows the top 79 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.