Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / COM
-
Number of holders
-
87
-
Total 13F shares, excl. options
-
14,062,607
-
Shares change
-
+729,219
-
Total reported value, excl. options
-
$203,667,624
-
Value change
-
+$10,513,077
-
Number of buys
-
42
-
Number of sells
-
-32
-
Price
-
$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 14,062,607 shares
.
Largest 10 shareholders include MORGAN STANLEY (2,946,541 shares), KENNEDY INVESTMENT GROUP (1,169,971 shares), RIVERNORTH CAPITAL MANAGEMENT, LLC (918,567 shares), SIT INVESTMENT ASSOCIATES INC (817,958 shares), Royal Bank of Canada (749,959 shares), COMMONWEALTH EQUITY SERVICES, LLC (698,285 shares), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (565,754 shares), Huntleigh Advisors, Inc. (540,473 shares), Arete Wealth Advisors, LLC (516,227 shares), and D.A. DAVIDSON & CO. (439,481 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.