Q4 2024 13F Holders as of 12/31/2024
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Type / Class
-
Equity / COM
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Number of holders
-
87
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Total 13F shares, excl. options
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14.1M
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Shares change
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+729K
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Total reported value, excl. options
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$204M
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Value change
-
+$10.5M
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Number of buys
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42
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Number of sells
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-32
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Price
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$14.48
Significant Holders of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) as of Q4 2024
92 filings reported holding FTHY - FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM as of Q4 2024.
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) has 87 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 14.1M shares
.
Largest 10 shareholders include MORGAN STANLEY (2.95M shares), KENNEDY INVESTMENT GROUP (1.17M shares), RIVERNORTH CAPITAL MANAGEMENT, LLC (919K shares), SIT INVESTMENT ASSOCIATES INC (818K shares), Royal Bank of Canada (750K shares), COMMONWEALTH EQUITY SERVICES, LLC (698K shares), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (566K shares), Huntleigh Advisors, Inc. (540K shares), Arete Wealth Advisors, LLC (516K shares), and D.A. DAVIDSON & CO. (439K shares).
This table shows the top 87 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.