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First Trust High Yield Opportunities 2027 Term Fund (FTHY)

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13.83
+0.36
+(2.67%)
At close: April 9 at 4:00:02 PM EDT

Major Holders

Breakdown
5.71% % of Shares Held by All Insider
48.76% % of Shares Held by Institutions
51.71% % of Float Held by Institutions
84 Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Morgan Stanley 2.95M Dec 31, 2024 8.01% 40,750,661
Kennedy Investment Group 1.17M Dec 31, 2024 3.18% 16,180,698
Rivernorth Capital Management, LLC 918.57k Dec 31, 2024 2.50% 12,703,781
SIT Investment Associates Inc 817.96k Dec 31, 2024 2.22% 11,312,359
Royal Bank of Canada 749.96k Dec 31, 2024 2.04% 10,371,932
Commonwealth Equity Services, LLC 698.28k Dec 31, 2024 1.90% 9,657,281
Punch & Associates Investment Management, Inc. 565.75k Dec 31, 2024 1.54% 7,824,377
Arete Wealth Advisors, LLC 516.23k Dec 31, 2024 1.40% 7,139,419
D.A. Davidson & Co. 439.48k Dec 31, 2024 1.20% 6,078,022
Stifel Financial Corporation 361.36k Dec 31, 2024 0.98% 4,997,594

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
RIVERNORTH FUNDS-RiverNorth/DoubleLine Strategic Income Fund 695.54k Dec 31, 2024 1.89% 9,619,345
Amplify ETF Trust-Amplify High Income ETF 345.94k Dec 31, 2024 0.94% 4,784,419
RIVERNORTH OPPORTUNITIES FUND INC. 190.82k Dec 31, 2024 0.52% 2,639,026
RIVERNORTH FUNDS-RiverNorth Core Opportunity Fund 32.21k Dec 31, 2024 0.09% 445,408

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