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

$14.46
+0.07 (+0.49%)
(As of 05/20/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$2.88M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$534.52K
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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
5/20/2024Bullseye Investment Management LLC205,103$2.98M1.7%-2.9%0.000%
5/17/2024 Comerica Bank18,587$270K0.0%+45.9%0.000%
5/10/2024 City of London Investment Management Co. Ltd.969,002$14.09M1.2%+4.1%0.000%
5/9/2024 Camelot Portfolios LLC40,695$592K0.6%-37.4%0.000%
5/8/2024 Thoroughbred Financial Services LLC50,000$727K0.1%-2.9%0.000%
5/7/2024 Oppenheimer & 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%
4/30/2024 BlueChip 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%
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%
4/22/2024 Aurora 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%
3/27/2024 Nomura 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, 21 institutional investors and hedge funds held shares of First Trust High Yield Opportunities 2027 Term Fund. The most heavily invested institutionals were City of London Investment Management Co. Ltd. ($14.09M), Commonwealth Equity Services LLC ($9.44M), Bullseye Investment Management LLC ($2.98M), TFB Advisors LLC ($1.69M), BlueChip Wealth Advisors LLC ($1.27M), Oppenheimer & Co. Inc. ($1.12M), and Thoroughbred Financial Services LLC ($727K).Learn more on FTHY's institutional investors.

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

Of the 16 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: Aurora Private Wealth Inc. ($48.15K), City of London Investment Management Co. Ltd. ($38.34K), Commonwealth Equity Services LLC ($18.69K), Consolidated Portfolio Review Corp ($15.21K), PFG Investments LLC ($15.21K), BlueChip Wealth Advisors LLC ($14.74K), and Nomura Holdings Inc. ($12.77K).

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

Institutional investors have bought a total of 210,647 shares in the last 24 months. This purchase volume represents approximately $2.88M in transactions.

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

The following institutional investors have sold First Trust High Yield Opportunities 2027 Term Fund stock in the last 24 months: Camelot Portfolios LLC ($24.27K), Bullseye Investment Management LLC ($6.05K), Concourse Financial Group Securities Inc. ($4K), Thoroughbred Financial Services LLC ($1.50K), and International Assets Investment Management LLC ($937.00).

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

Institutional investors have sold a total of 36,762 shares in the last 24 months. This volume of shares sold represents approximately $534.52K in transactions.


This page (NYSE:FTHY) was last updated on 5/21/2024 by MarketBeat.com Staff

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