Q3 2025 13F Holders as of 30 Sep 2025
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Type / Class
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Equity / COM
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Number of holders
-
85
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Total 13F shares, excl. options
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14,728,013
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Shares change
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-97,498
-
Total reported value, excl. options
-
$213,393,865
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Value change
-
-$1,463,284
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Number of buys
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39
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Number of sells
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-33
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Price
-
$14.49
Significant Holders of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) as of Q3 2025
90 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 85 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 14,728,013 shares
.
Largest 10 shareholders include MORGAN STANLEY (3,319,589 shares), SIT INVESTMENT ASSOCIATES INC (1,458,269 shares), KENNEDY INVESTMENT GROUP (1,168,085 shares), RIVERNORTH CAPITAL MANAGEMENT, LLC (1,075,686 shares), ROYAL BANK OF CANADA (696,115 shares), COMMONWEALTH EQUITY SERVICES, LLC (637,681 shares), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (556,742 shares), Penserra Capital Management LLC (441,008 shares), CITY OF LONDON INVESTMENT MANAGEMENT CO LTD (419,564 shares), and D.A. DAVIDSON & CO. (382,097 shares).
This table shows the top 85 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.