Q1 2025 13F Holders as of 3/31/2025
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Type / Class
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Equity / COM
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Number of holders
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87
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Total 13F shares, excl. options
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14.6M
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Shares change
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+509K
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Total reported value, excl. options
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$211M
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Value change
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+$7.35M
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Number of buys
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48
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Number of sells
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-33
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Price
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$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 14.6M shares
.
Largest 10 shareholders include MORGAN STANLEY (2.95M shares), SIT INVESTMENT ASSOCIATES INC (1.31M shares), KENNEDY INVESTMENT GROUP (1.15M shares), RIVERNORTH CAPITAL MANAGEMENT, LLC (1.09M shares), Royal Bank of Canada (741K shares), COMMONWEALTH EQUITY SERVICES, LLC (668K shares), Huntleigh Advisors, Inc. (579K shares), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (556K shares), Arete Wealth Advisors, LLC (518K shares), and D.A. DAVIDSON & CO. (451K 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.