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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1760 - 2023-12-31 3,461,686 $48,221,000 -20,949
   PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC 47 - 2023-12-31 852,975 $11,882,000 -38,470
   SIT INVESTMENT ASSOCIATES INC 128 - 2023-12-31 695,343 $9,686,000 -1,781
   Arete Wealth Advisors LLC 32 - 2023-12-31 520,703 $7,253,000 -18,252
   Bullseye Investment Management LLC 20 - 2023-12-31 211,154 $2,941,000 -8,168
   Integrated Wealth Concepts LLC 381 - 2023-12-31 189,202 $2,636,000 -38,568
   Kestra Advisory Services LLC 733 - 2023-12-31 165,100 $2,300,000 -24,619
   Private Advisory Group LLC 66 - 2023-12-31 155,405 $2,165,000 -9,447
   Advisor Group Holdings Inc. 1984 - 2023-12-31 121,823 $1,697,000 -15,961
   Meteora Capital LLC 96 - 2023-12-31 101,000 $1,407,000 -9,863
   Catalyst Wealth Management LLC 27 - 2023-03-31 96,023 $1,340,000 -13,431
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 88,198 $1,282,000 -2,239
   BOOTHBAY FUND MANAGEMENT LLC 533 - 2023-12-31 76,402 $1,064,000 -7,109
   OPPENHEIMER & CO INC 683 - 2023-12-31 76,202 $1,061,000 -349
   INVESCO LTD 3057 - 2023-12-31 40,095 $559,000 -8,125
   CoreCap Advisors LLC 369 - 2023-12-31 31,893 $444,000 -3,837
   Atria Wealth Solutions Inc. 1536 - 2023-12-31 19,963 $278,000 -141
   Apollon Wealth Management LLC - 2024-03-31 17,876 $260,000 -53,035
   Prime Capital Investment Advisors LLC - 2023-12-31 16,538 $230,000 -2,109
   UBS Group AG 4494 - 2023-12-31 16,218 $226,000 -9,190
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 643 - 2024-03-31 15,364 $220,000 -937
   ENVESTNET ASSET MANAGEMENT INC 3816 - 2023-12-31 13,278 $185,000 -2,603
   COMERICA BANK 2284 - 2023-12-31 12,741 $177,000 -1,793
   Cresset Asset Management LLC 1704 - 2023-12-31 10,245 $143,000 -1,788
   PROEQUITIES INC. - 2024-03-31 6,300 $92,000 -4,000
   NBC SECURITIES INC. 1354 - 2024-03-31 1,825 $26,000 -83
  26 Records found
  1    
  Page 1 of 1
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