Type / Class
Equity / Common Shares
Shares outstanding
36,646,645
Total 13F shares
14,818,849
Share change
-79,503
Total reported value
$214,707,192
Price per share
$14.49
Number of holders
87
Value change
-$1,202,517
Number of buys
40
Number of sells
33

Institutional Holders of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - Common Shares (FTHY) as of Q3 2025

As of 30 Sep 2025, FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - Common Shares (FTHY) was held by 87 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 14,818,849 shares. The largest 10 holders included MORGAN STANLEY, SIT INVESTMENT ASSOCIATES INC, KENNEDY INVESTMENT GROUP, RIVERNORTH CAPITAL MANAGEMENT, LLC, ROYAL BANK OF CANADA, COMMONWEALTH EQUITY SERVICES, LLC, PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC., Penserra Capital Management LLC, CITY OF LONDON INVESTMENT MANAGEMENT CO LTD, and D.A. DAVIDSON & CO.. This page lists 87 institutional shareholders reporting positions in this security for the Q3 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.