Type / Class
Equity / COM
Number of holders
80
Total 13F shares, excl. options
12,511,645
Shares change
-1,115,581
Total reported value, excl. options
$179,157,723
Value change
-$16,129,441
Number of buys
40
Number of sells
39
Price
$14.32

Institutional Holders of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) as of Q2 2024

As of 30 Jun 2024 FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - COM (FTHY) had 90 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions held a total of 12,511,645 shares of stock of the company.
Largest 10 holders included MORGAN STANLEY, RIVERNORTH CAPITAL MANAGEMENT, LLC, KENNEDY INVESTMENT GROUP, Royal Bank of Canada, COMMONWEALTH EQUITY SERVICES, LLC, PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC., CITY OF LONDON INVESTMENT MANAGEMENT CO LTD, D.A. DAVIDSON & CO., Arete Wealth Advisors, LLC, and Atlas Wealth LLC.
This table shows 90 institutional shareholders of the security as of 30 Jun 2024.
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.