Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / Common Shares
-
Shares outstanding
-
36,646,645
-
Total 13F shares
-
12,397,139
-
Share change
-
-98,981
-
Total reported value
-
$187,318,001
-
Price per share
-
$15.12
-
Number of holders
-
79
-
Value change
-
-$1,079,183
-
Number of buys
-
37
-
Number of sells
-
38
Institutional Holders of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - Common Shares (FTHY) as of Q3 2024
As of 30 Sep 2024,
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - Common Shares (FTHY) was held by
79 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
12,397,139 shares.
The largest 10 holders included
MORGAN STANLEY, KENNEDY INVESTMENT GROUP, RIVERNORTH CAPITAL MANAGEMENT, LLC, Royal Bank of Canada, COMMONWEALTH EQUITY SERVICES, LLC, PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC., Arete Wealth Advisors, LLC, D.A. DAVIDSON & CO., CITY OF LONDON INVESTMENT MANAGEMENT CO LTD, and STIFEL FINANCIAL CORP.
This page lists
79
institutional shareholders reporting positions in this security
for the Q3 2024 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.