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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
   Raleigh Capital Management Inc. 992 *Closed 2023-12-31 0 $0 -1
   IFP Advisors Inc 2874 *Closed 2023-12-31 0 $0 -750
   Logan Stone Capital LLC 170 *Closed 2023-12-31 0 $0 -78,102
   MILLENNIUM MANAGEMENT LLC 4041 *Closed 2023-12-31 0 $0 -20,345
   Focused Wealth Management Inc 901 *Closed 2023-12-31 0 $0 -300
   GTS SECURITIES LLC 1604 *Closed 2023-12-31 0 $0 -36,147
   SABA CAPITAL MANAGEMENT, L.P. 482 *Closed 2023-12-31 0 $0 -186,020
   True Capital Management 134 *Closed 2023-03-31 0 $0 -12,876
   Atlas Wealth LLC 115 *Closed 2023-12-31 0 $0 -149,983
   AMERICAN NATIONAL BANK 554 *Closed 2024-03-31 0 $0 -27
   Deschutes Portfolio Strategy LLC *Closed 2024-03-31 0 $0 -26,877
   GRADIENT INVESTMENTS LLC 1742 *Closed 2024-03-31 0 $0 -400
   ADVENT CAPITAL MANAGEMENT /DE/ 42 *Closed 2023-12-31 0 $0 -150,000
   FMR LLC 5414 *Closed 2023-12-31 0 $0 -1
   Geneos Wealth Management Inc. *Closed 2024-03-31 0 $0 -2,778
   Kovack Advisors Inc. 580 *Closed 2024-03-31 0 $0 -11,200
   BENJAMIN F. EDWARDS & COMPANY INC. 2242 *Closed 2024-03-31 0 $0 -1,650
  17 Records found
  1    
  Page 1 of 1
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