FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - Common Shares (FTHY)

CUSIP: 33741Q107

Q4 2020 13F Holders as of 31 Dec 2020

Holder snapshot 6 signals
Share change
+1,421,709
SEC-reported price per share
$20.32
Number of holders
34
Value change
+$28,869,262
Number of buys
22
Number of sells
7
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
36,966,427

Security key

33741Q107

Report period

Q4 2020

Institutions

34

Top holders

10

Ownership snapshot

Top reported holders of FTHY - FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - Common Shares (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
MORGAN STANLEY
Disclosed value leader
MORGAN STANLEY
Comparable rows
0/15
Latest evidence
30 Sep 2020
13F Highest disclosed value: $26,350,000 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

MORGAN STANLEY has the largest disclosed position value at $26.35M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens MORGAN STANLEY's linked filing trail.
Disclosed position value Top 5
MORGAN STANLEY $26.35M
Private Advisory Group LLC $9.04M
ENVESTNET ASSET MANAGEMENT INC $7.18M
Arete Wealth Advisors, LLC $6.66M
Cambridge Investment Research Adv... $4.43M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
MORGAN STANLEY
13F
Company
13F
—
denominator unverified
$26,350,000
1,307,581 shares
— 30 Sep 2020
Private Advisory Group LLC
13F
Company
13F
—
denominator unverified
$9,037,000
448,450 shares
— 30 Sep 2020
ENVESTNET ASSET MANAGEMENT INC
13F
Company
13F
—
denominator unverified
$7,180,000
356,277 shares
— 30 Sep 2020
Arete Wealth Advisors, LLC
13F
Company
13F
—
denominator unverified
$6,655,000
323,072 shares
— 30 Sep 2020
Cambridge Investment Research Advisors, Inc.
13F
Company
13F
—
denominator unverified
$4,429,000
219,767 shares
— 30 Sep 2020
COMMONWEALTH EQUITY SERVICES, LLC
13F
Company
13F
—
denominator unverified
$3,274,000
162,473 shares
— 30 Sep 2020
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2020

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
34
Shares
5,297,314
Rows available
34
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2020 vs Q2 2026 Across Filers

Q2 2026 holders
88
Q4 2020 holders
34
Holder diff
-54
Investor Q2 2026 Shares Q4 2020 Shares Share Diff Share Chg % Q2 2026 value Q4 2020 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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