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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
   RIVERNORTH CAPITAL MANAGEMENT, INC. 28 - 2023-12-31 1,389,499 $19,356,000 0
   THOROUGHBRED FINANCIAL SERVICES LLC 294 - 2023-12-31 51,500 $717,000 0
   Fortitude Advisory Group L.L.C. - 2024-03-31 16,729 $243,000 0
   NovaPoint Capital LLC 127 - 2024-03-31 15,375 $224,000 0
   CARY STREET PARTNER INVESTMENT ADVISORY LLC - 2024-03-31 12,000 $174,000 0
   WAYNE HUMMER INVESTMENTS L.L.C. 437 - 2023-12-31 12,220 $170,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2255 - 2023-12-31 2,073 $29,000 0
   Glass Jacobson Investment Advisors llc 608 - 2024-03-31 380 $6,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 696 - 2024-03-31 70 $1,000 0

  9 Records found
  1    
  Page 1 of 1
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