Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / COM
-
Number of holders
-
87
-
Total 13F shares, excl. options
-
14,594,735
-
Shares change
-
+509,267
-
Total reported value, excl. options
-
$210,876,932
-
Value change
-
+$7,350,537
-
Number of buys
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48
-
Number of sells
-
-33
-
Price
-
$14.45
Significant Holders of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) as of Q1 2025
97 filings reported holding FTHY - FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM as of Q1 2025.
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 14,594,735 shares
.
Largest 10 shareholders include MORGAN STANLEY (2,953,047 shares), SIT INVESTMENT ASSOCIATES INC (1,307,427 shares), KENNEDY INVESTMENT GROUP (1,152,946 shares), RIVERNORTH CAPITAL MANAGEMENT, LLC (1,085,915 shares), ROYAL BANK OF CANADA (741,415 shares), COMMONWEALTH EQUITY SERVICES, LLC (668,024 shares), Huntleigh Advisors, Inc. (578,754 shares), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (555,898 shares), Arete Wealth Advisors, LLC (518,451 shares), and D.A. DAVIDSON & CO. (451,466 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.