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Get Institutions for : 
First Trust High Yield Opportunities 2027 Term Fund (FTHY)  
$14.28 0.02 (0.14%) as of 4:30 Wed 5/8


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 77    3
Total shares held : 
14,415,804  
% of shares held : 
39.21%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -5  
Amount of shares held : 
279,465  
% of shares held change : 
  0.76%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$13.06  
Last Quarter's Ending Price : 
$13.93  
Last Quarter's Average Price
$13.37  
Change from last quarter's     
avg. price to the last closing  : 
0.91 (6.81%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 157,676
 1.09%
 
Increased Positions :
28
 1,045,330
 7.25%
 
Unchanged Positions :
10
 1,537,621
 10.67%
 
Decreased Positions :
30
-263,904
-1.83%
 
Closed Positions :
12
-659,637
-4.58%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 153 *New 2023-12-31 109,264 $1,522,000 109,264
   Aurora Private Wealth Inc. 50 *New 2024-03-31 48,149 $691,000 48,149
   Flow State Investments L.P. 76 *New 2023-12-31 18,531 $258,000 18,531
   PFG Investments LLC 852 *New 2024-03-31 15,208 $221,000 15,208
   Consolidated Portfolio Review Corp 243 *New 2024-03-31 15,208 $221,000 15,208
   NOMURA HOLDINGS INC 893 *New 2023-12-31 12,774 $178,000 12,774
   Future Financial Wealth Managment LLC 128 *New 2024-03-31 11,800 $172,000 11,800
   VIRTU FINANCIAL LLC 937 *New 2023-12-31 10,397 $145,000 10,397
   WHITTIER TRUST CO *New 2024-03-31 7,500 $109,000 7,500
   Register Financial Advisors LLC 269 *New 2024-03-31 6,551 $95,000 6,551
   Beaird Harris Wealth Management LLC 409 *New 2023-12-31 315 $4,000 315

  11 Records found
  1    
  Page 1 of 1
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