Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
36,666,227
-
Total 13F shares
-
14,254,985
-
Share change
-
+565,970
-
Total reported value
-
$189,840,245
-
Price per share
-
$13.32
-
Number of holders
-
78
-
Value change
-
+$7,568,789
-
Number of buys
-
40
-
Number of sells
-
29
Institutional Holders of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - Common Stock (FTHY) as of Q3 2023
As of 30 Sep 2023 FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - Common Stock (FTHY) had 78 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 14,254,985 shares of stock of the company.
Largest 10 holders included MORGAN STANLEY, RIVERNORTH CAPITAL MANAGEMENT, LLC, KENNEDY INVESTMENT GROUP, PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC., SIT INVESTMENT ASSOCIATES INC, CITY OF LONDON INVESTMENT MANAGEMENT CO LTD, COMMONWEALTH EQUITY SERVICES, LLC, Arete Wealth Advisors, LLC, D.A. DAVIDSON & CO., and Royal Bank of Canada.
This table shows 78 institutional shareholders of the security as of 30 Sep 2023.
| 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.