Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / COM
-
Number of holders
-
38
-
Total 13F shares, excl. options
-
7,309,491
-
Shares change
-
+690,067
-
Total reported value, excl. options
-
$146,658,000
-
Value change
-
+$13,840,506
-
Number of buys
-
23
-
Number of sells
-
-11
-
Price
-
$20.05
Significant Holders of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) as of Q2 2021
40 filings reported holding FTHY - FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM as of Q2 2021.
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) has 38 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,309,491 shares
.
Largest 10 shareholders include MORGAN STANLEY (3,071,412 shares), Private Advisory Group LLC (455,716 shares), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (410,134 shares), Arete Wealth Advisors, LLC (400,528 shares), ENVESTNET ASSET MANAGEMENT INC (367,122 shares), RIVERNORTH CAPITAL MANAGEMENT, LLC (318,206 shares), COMMONWEALTH EQUITY SERVICES, LLC (309,020 shares), Kestra Advisory Services, LLC (290,235 shares), ROYAL BANK OF CANADA (236,474 shares), and Cambridge Investment Research Advisors, Inc. (203,146 shares).
This table shows the top 38 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.