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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
   KENNEDY INVESTMENT GROUP 1 - 2024-03-31 1,190,887 $17,316,000 62,300
   CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 23 - 2023-12-31 930,659 $12,964,000 238,906
   COMMONWEALTH EQUITY SERVICES LLC. 812 - 2024-03-31 649,178 $9,439,000 18,685
   DAVIDSON D A & CO 247 - 2023-12-31 435,036 $6,060,000 54,471
   Relative Value Partners Group LLC 53 - 2023-12-31 418,306 $5,827,000 243,361
   ROYAL BANK OF CANADA 1815 - 2023-12-31 398,724 $5,554,000 27,236
   Penserra Capital Management LLC 179 - 2023-12-31 294,166 $4,097,000 20,357
   1607 CAPITAL PARTNERS, LLC 96 - 2023-12-31 222,900 $3,105,000 25,000
   CNH PARTNERS LLC 123 - 2023-12-31 221,415 $3,084,000 106,674
   RAYMOND JAMES & ASSOCIATES 2047 - 2024-03-31 162,379 $2,361,000 86,501
   Oder Investment Management LLC 15 - 2023-12-31 134,947 $1,880,000 29,137
   TFB Advisors LLC - 2024-03-31 119,733 $1,692,000 4,420
   BlueChip Wealth Advisors LLC - 2024-03-31 87,237 $1,268,000 14,737
   SHAKER FINANCIAL SERVICES, LLC 68 - 2023-12-31 89,144 $1,242,000 33,737
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1598 - 2024-03-31 82,422 $1,198,000 1,749
   LPL FINANCIAL CORP 2873 - 2023-12-31 83,448 $1,162,000 9,483
   WEDBUSH MORGAN SECURITIES INC 302 - 2023-12-31 80,641 $1,123,000 24,990
   BROOKLYN CAPITAL MANAGEMENT LLC 74 - 2023-12-31 71,825 $1,001,000 13,657
   CAMELOT PORTFOLIOS, LLC - 2023-12-31 64,969 $905,000 23,539
   Cetera Investment Advisers 1348 - 2023-12-31 46,511 $648,000 10,910
   Insight Advisors LLC/ PA - 2023-12-31 32,957 $459,000 596
   WOLVERINE ASSET MANAGEMENT LLC 445 - 2023-12-31 32,469 $452,000 32,469
   Stablepoint Partners LLC 186 - 2024-03-31 29,599 $430,000 5,234
   JANNEY MONTGOMERY SCOTT LLC 2275 - 2024-03-31 22,195 $323,000 1,323
   STIFEL FINANCIAL CORP 2798 - 2023-12-31 23,026 $321,000 2,411
   ADVISORY SERVICES NETWORK, LLC 1088 - 2023-12-31 21,258 $296,000 2
   J P MORGAN CHASE & CO 3980 - 2023-12-31 19,834 $276,000 639
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2948 - 2024-03-31 16,748 $244,000 657
   CWM LLC 1461 - 2024-03-31 14,922 $217,000 1,962
   ELEQUIN CAPITAL LP 139 - 2023-12-31 11,020 $154,000 8,423
   WELLS FARGO & CO/MN 4226 - 2023-12-31 8,000 $111,000 7,500
   HANSON MCCLAIN, INC. 1032 - 2024-03-31 6,564 $95,000 4,564
   Sunbelt Securities Inc. 872 - 2024-03-31 3,207 $47,000 23
   EverSource Wealth Advisors LLC 1138 - 2023-12-31 1,803 $25,000 52
   Rise Advisors LLC 777 - 2024-03-31 1,192 $17,000 32

  35 Records found
  1    
  Page 1 of 1
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