Institutional Ownership First Trust High Yield Opportunities 2027 Term Fund (FTHY)
This table provides information about the institutional ownership of First Trust High Yield Opportunities 2027 Term Fund (FTHY). We have compiled data on the 80 institutions that hold shares in the stock, with a total of 12.7 Million shares, which have been reported (via 13F filing form) to have a value of $190 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,970,901
shares
|
$44.1 Million
0.0% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 21, 2024 Q3 2024 |
1,196,069
shares
|
$17.8 Million
8.32% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Dec 03, 2024 Q3 2024 |
1,010,260
shares
|
$15 Million
0.84% of portfolio
|
Q3 2024
Reduced 18.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
725,487
shares
|
$10.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
666,994
shares
|
$9.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2024 Q3 2024 |
580,521
shares
|
$8.62 Million
0.52% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
457,077
shares
|
$6.79 Million
0.59% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
424,283
shares
|
$6.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 13.78%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
358,621
shares
|
$5.33 Million
0.47% of portfolio
|
Q3 2024
Reduced 36.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
349,156
shares
|
$5.18 Million
0.01% of portfolio
|
Q3 2024
Added 190.25%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
322,642
shares
|
$4.79 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
312,612
shares
|
$4.64 Million
0.03% of portfolio
|
Q3 2024
Added 560.93%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
240,951
shares
|
$3.58 Million
0.04% of portfolio
|
Q3 2024
Added 1452.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
193,197
shares
|
$2.87 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Bullseye Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
170,728
shares
|
$2.54 Million
3.78% of portfolio
|
Q3 2024
Added 27.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
163,950
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
154,311
shares
|
$2.29 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.49%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
147,790
shares
|
$2.19 Million
1.95% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
145,622
shares
|
$2.16 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
132,831
shares
|
$1.97 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
131,017
shares
|
$1.95 Million
0.01% of portfolio
|
Q3 2024
Added 74.06%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
127,763
shares
|
$1.9 Million
0.7% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
117,456
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
109,073
shares
|
$1.62 Million
0.5% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
100,631
shares
|
$1.49 Million
0.06% of portfolio
|
Q3 2024
Added 0.55%
|