Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
36,666,227
-
Total 13F shares
-
14,690,510
-
Share change
-
+289,907
-
Total reported value
-
$204,637,594
-
Price per share
-
$13.93
-
Number of holders
-
83
-
Value change
-
+$4,440,684
-
Number of buys
-
40
-
Number of sells
-
42
Institutional Holders of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - Common Stock (FTHY) as of Q4 2023
As of 31 Dec 2023,
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - Common Stock (FTHY) was held by
83 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
14,690,510 shares.
The largest 10 holders included
MORGAN STANLEY, RIVERNORTH CAPITAL MANAGEMENT, LLC, KENNEDY INVESTMENT GROUP, CITY OF LONDON INVESTMENT MANAGEMENT CO LTD, PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC., SIT INVESTMENT ASSOCIATES INC, COMMONWEALTH EQUITY SERVICES, LLC, Arete Wealth Advisors, LLC, D.A. DAVIDSON & CO., and Relative Value Partners Group, LLC.
This page lists
83
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| 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.