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

CUSIP: 33741Q107

Q2 2023 13F Holders as of 30 Jun 2023

Holder snapshot 6 signals
Share change
+374,009
SEC-reported price per share
$13.72
Number of holders
74
Value change
+$5,098,158
Number of buys
33
Number of sells
33
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
36,966,427

Security key

33741Q107

Report period

Q2 2023

Institutions

74

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
31 Mar 2023
13F Highest disclosed value: $47,930,029 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 $47.93M.

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 $47.93M
RIVERNORTH CAPITAL MANAGEMENT, LLC $19.69M
PUNCH & ASSOCIATES INVESTMENT MAN... $12.92M
KENNEDY INVESTMENT GROUP, INC. $12.85M
CITY OF LONDON INVESTMENT MANAGEM... $9.25M

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
$47,930,029
3,433,382 shares
— 31 Mar 2023
RIVERNORTH CAPITAL MANAGEMENT, LLC
13F
Company
13F
—
denominator unverified
$19,691,962
1,410,599 shares
— 31 Mar 2023
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
13F
Company
13F
—
denominator unverified
$12,923,592
925,759 shares
— 31 Mar 2023
KENNEDY INVESTMENT GROUP, INC.
13F
Company
13F
—
denominator unverified
$12,849,705
920,466 shares
— 31 Mar 2023
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
13F
Company
13F
—
denominator unverified
$9,245,153
660,604 shares
— 31 Mar 2023
COMMONWEALTH EQUITY SERVICES, LLC
13F
Company
13F
—
denominator unverified
$8,849,000
633,927 shares
— 31 Mar 2023
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 Q2 2023

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

Institutions
74
Shares
13,686,955
Rows available
74
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 Q2 2023 vs Q2 2026 Across Filers

Q2 2026 holders
88
Q2 2023 holders
74
Holder diff
-14
Investor Q2 2026 Shares Q2 2023 Shares Share Diff Share Chg % Q2 2026 value Q2 2023 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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