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First Trust High Yield Opportunities 2027 Term Fund (FTHY) Institutional Ownership

First Trust High Yield Opportunities 2027 Term Fund logo
$14.55
0.00 (0.00%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for First Trust High Yield Opportunities 2027 Term Fund (NYSE:FTHY)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$11.56M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$7.53M
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FTHY Institutional Buying and Selling by Quarter

First Trust High Yield Opportunities 2027 Term Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/31/2024 TFB Advisors LLC109,073$1.65M0.5%-2.8%0.000%
10/31/2024 Shaker Financial Services LLC14,500$219K0.1%-72.7%0.000%
10/30/2024 World Equity Group Inc.127,763$1.93M0.7%-1.7%0.000%
10/23/2024 Allworth Financial LP4,714$71K0.0%+30.5%0.000%
10/22/2024 International Assets Investment Management LLC240,951$3.64M0.0%+1,452.0%0.000%
10/21/2024 Venture Visionary Partners LLC10,088$153K0.0%N/A0.000%
10/21/2024 Kennedy Investment Group1,196,069$18.09M8.3%-0.9%0.000%
10/19/2024Black Point Wealth Management57,039$862K1.0%+47.2%0.000%
10/15/2024 Magnus Financial Group LLC25,622$387K0.0%N/A0.000%
10/8/2024 Future Financial Wealth Managment LLC9,400$142K0.1%-6.9%0.000%
9/5/2024Sanctuary Advisors LLC85,000$1.20M0.0%N/A0.000%
8/9/2024City of London Investment Management Co. Ltd.562,128$8.05M0.7%-42.0%0.000%
8/8/2024Thoroughbred Financial Services LLC51,500$737K0.0%+3.0%0.000%
8/8/2024CoreCap Advisors LLC46,012$659K0.1%N/A0.000%
8/7/2024Wedbush Securities Inc.100,081$1.43M0.1%+32.1%0.000%
8/3/2024 Shaker Financial Services LLC53,169$761K0.3%+15.1%0.000%
8/2/2024 Stablepoint Partners LLC26,815$396K0.1%-9.4%0.000%
8/1/2024D.A. Davidson & CO.492,088$7.05M0.1%+4.3%0.000%
8/1/2024 Consolidated Portfolio Review Corp19,090$273K0.1%+25.5%0.000%
7/31/2024Commonwealth Equity Services LLC688,465$9.86M0.0%+6.1%0.000%
7/30/2024 TFB Advisors LLC112,233$1.61M0.5%-6.3%0.000%
7/26/2024 Cambridge Investment Research Advisors Inc.75,273$1.08M0.0%-8.7%0.000%
7/19/2024 World Equity Group Inc.129,970$1.86M0.6%-4.3%0.000%
7/18/2024 Kennedy Investment Group1,206,637$17.28M8.7%+1.3%0.000%
7/17/2024Aurora Private Wealth Inc.71,818$1.03M0.9%+49.2%0.000%
5/24/2024Cetera Advisors LLC42,778$622K0.0%N/A0.000%
5/20/2024Bullseye Investment Management LLC205,103$2.98M1.7%-2.9%0.000%
5/17/2024Comerica Bank18,587$270K0.0%+45.9%0.000%
5/10/2024City of London Investment Management Co. Ltd.969,002$14.09M1.2%+4.1%0.000%
5/9/2024Camelot Portfolios LLC40,695$592K0.6%-37.4%0.000%
5/8/2024Thoroughbred Financial Services LLC50,000$727K0.1%-2.9%0.000%
5/7/2024Oppenheimer & Co. Inc.76,996$1.12M0.0%+1.0%0.000%
5/7/2024 Insight Advisors LLC PA37,032$538K0.1%+12.4%0.000%
5/3/2024 TFB Advisors LLC119,733$1.69M0.6%+3.8%0.000%
5/3/2024 Whittier Trust Co.7,500$109K0.0%N/A0.000%
5/1/2024 Janney Montgomery Scott LLC22,195$323K0.0%+6.3%0.000%
5/1/2024 Concourse Financial Group Securities Inc.6,300$92K0.0%-38.8%0.000%
4/30/2024 Consolidated Portfolio Review Corp15,208$221K0.1%N/A0.000%
4/30/2024BlueChip Wealth Advisors LLC87,237$1.27M0.8%+20.3%0.000%
4/29/2024Commonwealth Equity Services LLC649,178$9.44M0.0%+3.0%0.000%
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4/23/2024 Stablepoint Partners LLC29,599$430K0.1%+21.5%0.000%
4/22/2024 PFG Investments LLC15,208$221K0.0%N/A0.000%
4/22/2024Aurora Private Wealth Inc.48,149$691K0.6%N/A0.000%
4/16/2024 Register Financial Advisors LLC6,551$95K0.0%N/A0.000%
4/15/2024 Future Financial Wealth Managment LLC11,800$172K0.1%N/A0.000%
4/11/2024 International Assets Investment Management LLC15,364$220K0.0%-5.7%0.000%
3/27/2024Nomura Holdings Inc.12,774$178K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

FTHY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FTHY shares?

During the previous two years, 34 institutional investors and hedge funds held shares of First Trust High Yield Opportunities 2027 Term Fund. The most heavily invested institutionals were Kennedy Investment Group ($18.09M), Commonwealth Equity Services LLC ($9.86M), City of London Investment Management Co. Ltd. ($8.05M), D.A. Davidson & CO. ($7.05M), International Assets Investment Management LLC ($3.64M), Bullseye Investment Management LLC ($2.98M), and World Equity Group Inc. ($1.93M).Learn more on FTHY's institutional investors.

Which institutional investors have been buying First Trust High Yield Opportunities 2027 Term Fund stock?

Of the 29 institutional investors that purchased First Trust High Yield Opportunities 2027 Term Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($225.43K), Sanctuary Advisors LLC ($85K), Aurora Private Wealth Inc. ($71.82K), Commonwealth Equity Services LLC ($57.97K), CoreCap Advisors LLC ($46.01K), Cetera Advisors LLC ($42.78K), and City of London Investment Management Co. Ltd. ($38.34K).

How much institutional buying is happening at First Trust High Yield Opportunities 2027 Term Fund?

Institutional investors have bought a total of 800,666 shares in the last 24 months. This purchase volume represents approximately $11.56M in transactions.

Which First Trust High Yield Opportunities 2027 Term Fund major shareholders have been selling company stock?

Of the 13 institutional investors that sold First Trust High Yield Opportunities 2027 Term Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: City of London Investment Management Co. Ltd. ($406.87K), Shaker Financial Services LLC ($38.67K), Camelot Portfolios LLC ($24.27K), TFB Advisors LLC ($10.66K), Kennedy Investment Group ($10.57K), World Equity Group Inc. ($7.98K), and Cambridge Investment Research Advisors Inc. ($7.15K).

How much institutional selling is happening at First Trust High Yield Opportunities 2027 Term Fund?

Institutional investors have sold a total of 522,147 shares in the last 24 months. This volume of shares sold represents approximately $7.53M in transactions.



This page (NYSE:FTHY) was last updated on 11/2/2024 by MarketBeat.com Staff
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