Q1 2021 13F Holders as of 3/31/2021
-
Type / Class
-
Equity / COM
-
Number of holders
-
36
-
Total 13F shares, excl. options
-
6.55M
-
Shares change
-
+1.17M
-
Total reported value, excl. options
-
$130M
-
Value change
-
+$23.2M
-
Number of buys
-
27
-
Number of sells
-
-15
-
Price
-
$19.85
Significant Holders of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) as of Q1 2021
45 filings reported holding FTHY - FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM as of Q1 2021.
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) has 36 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.55M shares
.
Largest 10 shareholders include MORGAN STANLEY (2.64M shares), Private Advisory Group LLC (458K shares), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (385K shares), Arete Wealth Advisors, LLC (380K shares), ENVESTNET ASSET MANAGEMENT INC (362K shares), Kestra Advisory Services, LLC (288K shares), COMMONWEALTH EQUITY SERVICES, LLC (251K shares), ROYAL BANK OF CANADA (209K shares), Cambridge Investment Research Advisors, Inc. (198K shares), and Sterling Manor Financial, LLC (183K shares).
This table shows the top 36 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.