Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
36,666,227
-
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
-
48
-
Number of sells
-
33
-
Price
-
$14.45
Institutional Holders of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - Common Stock (FTHY) as of Q1 2025
As of 31 Mar 2025 FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - Common Stock (FTHY) had 87 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 14,594,735 shares of stock of the company.
Largest 10 holders included MORGAN STANLEY, SIT INVESTMENT ASSOCIATES INC, KENNEDY INVESTMENT GROUP, RIVERNORTH CAPITAL MANAGEMENT, LLC, ROYAL BANK OF CANADA, COMMONWEALTH EQUITY SERVICES, LLC, Huntleigh Advisors, Inc., PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC., Arete Wealth Advisors, LLC, and D.A. DAVIDSON & CO..
This table shows 87 institutional shareholders of the security as of 31 Mar 2025.
| 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.