Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
36,666,227
-
Total 13F shares
-
3,643,502
-
Share change
-
-261,243
-
Total reported value
-
$51,263,405
-
Price per share
-
$14.07
-
Number of holders
-
46
-
Value change
-
-$3,697,408
-
Number of buys
-
21
-
Number of sells
-
27
Institutional Holders of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - Common Stock (FTHY) as of Q4 2025
As of 31 Dec 2025,
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - Common Stock (FTHY) was held by
46 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,643,502 shares.
The largest 10 holders included
KENNEDY INVESTMENT GROUP, D.A. DAVIDSON & CO., WINEBRENNER CAPITAL MANAGEMENT LLC, Aurora Private Wealth, Inc., Cambridge Investment Research Advisors, Inc., Narwhal Capital Management, Private Advisory Group LLC, Shaker Financial Services, LLC, Noble Wealth Management PBC, and TRANSCEND CAPITAL ADVISORS, LLC.
This page lists
46
institutional shareholders reporting positions in this security
for the Q4 2025 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.