Q3 2025 13F Holders as of 9/30/2025
-
Type / Class
-
Equity / COM
-
Number of holders
-
19
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Total 13F shares, excl. options
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1.57M
-
Shares change
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+10.5K
-
Total reported value, excl. options
-
$22.8M
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Value change
-
+$151K
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Number of buys
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7
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Number of sells
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-7
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Price
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$14.49
Significant Holders of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) as of Q3 2025
20 filings reported holding FTHY - FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM as of Q3 2025.
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) has 19 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.57M shares
.
Largest 10 shareholders include COMMONWEALTH EQUITY SERVICES, LLC (638K shares), D.A. DAVIDSON & CO. (382K shares), Narwhal Capital Management (223K shares), Shaker Financial Services, LLC (111K shares), WORLD EQUITY GROUP, INC. (44.1K shares), CoreCap Advisors, LLC (42K shares), Sheets Smith Investment Management (27.5K shares), Apollon Wealth Management, LLC (24.6K shares), Perigon Wealth Management, LLC (15K shares), and CWM, LLC (14.9K shares).
This table shows the top 19 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.