Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
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Equity / COM
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Number of holders
-
82
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Total 13F shares, excl. options
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14.6M
-
Shares change
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+290K
-
Total reported value, excl. options
-
$204M
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Value change
-
+$4.44M
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Number of buys
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40
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Number of sells
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-42
-
Price
-
$13.93
Significant Holders of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) as of Q4 2023
94 filings reported holding FTHY - FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM as of Q4 2023.
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) has 82 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 14.6M shares
.
Largest 10 shareholders include MORGAN STANLEY (3.46M shares), RIVERNORTH CAPITAL MANAGEMENT, LLC (1.39M shares), KENNEDY INVESTMENT GROUP (1.13M shares), CITY OF LONDON INVESTMENT MANAGEMENT CO LTD (931K shares), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (853K shares), SIT INVESTMENT ASSOCIATES INC (695K shares), COMMONWEALTH EQUITY SERVICES, LLC (630K shares), Arete Wealth Advisors, LLC (521K shares), D.A. DAVIDSON & CO. (435K shares), and Relative Value Partners Group, LLC (418K shares).
This table shows the top 82 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.