Q2 2025 13F Holders as of 6/30/2025
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Type / Class
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Equity / COM
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Number of holders
-
84
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Total 13F shares, excl. options
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15.1M
-
Shares change
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+488K
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Total reported value, excl. options
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$224M
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Value change
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+$7.28M
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Number of buys
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33
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Number of sells
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-41
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Price
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$14.85
Significant Holders of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) as of Q2 2025
91 filings reported holding FTHY - FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM as of Q2 2025.
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) has 84 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 15.1M shares
.
Largest 10 shareholders include MORGAN STANLEY (3.16M shares), SIT INVESTMENT ASSOCIATES INC (1.4M shares), KENNEDY INVESTMENT GROUP (1.16M shares), RIVERNORTH CAPITAL MANAGEMENT, LLC (1.11M shares), Royal Bank of Canada (729K shares), COMMONWEALTH EQUITY SERVICES, LLC (651K shares), Huntleigh Advisors, Inc. (606K shares), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (559K shares), CITY OF LONDON INVESTMENT MANAGEMENT CO LTD (494K shares), and D.A. DAVIDSON & CO. (414K shares).
This table shows the top 84 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.