Q3 2021 13F Holders as of 9/30/2021
-
Type / Class
-
Equity / COM
-
Number of holders
-
35
-
Total 13F shares, excl. options
-
7.77M
-
Shares change
-
+542K
-
Total reported value, excl. options
-
$160M
-
Value change
-
+$11.3M
-
Number of buys
-
21
-
Number of sells
-
-16
-
Price
-
$20.55
Significant Holders of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) as of Q3 2021
41 filings reported holding FTHY - FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM as of Q3 2021.
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) has 35 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.77M shares
.
Largest 10 shareholders include MORGAN STANLEY (3.26M shares), Penserra Capital Management LLC (621K shares), Private Advisory Group LLC (515K shares), Arete Wealth Advisors, LLC (420K shares), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (407K shares), ENVESTNET ASSET MANAGEMENT INC (366K shares), COMMONWEALTH EQUITY SERVICES, LLC (350K shares), Kestra Advisory Services, LLC (294K shares), ROYAL BANK OF CANADA (273K shares), and Cambridge Investment Research Advisors, Inc. (199K shares).
This table shows the top 35 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.