FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND
Institutional Ownership & Holdings Analysis
About
first-trust-high-yield-opportunities-2027-term-fund is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.
Top Institutional Holders
| # | Institution | Value |
|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC(2025-03-31) | $18.9M |
| 2 | KENNEDY INVESTMENT GROUP(2025-03-31) | $16.7M |
| 3 | RIVERNORTH CAPITAL MANAGEMENT, LLC(2025-03-31) | $15.7M |
| 4 | ROYAL BANK OF CANADA(2025-03-31) | $10.7M |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC(2025-03-31) | $9.7M |
| 6 | Huntleigh Advisors, Inc.(2025-03-31) | $8.4M |
| 7 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.(2025-03-31) | $8.0M |
| 8 | Arete Wealth Advisors, LLC(2025-03-31) | $7.5M |
| 9 | D.A. DAVIDSON & CO.(2025-03-31) | $6.5M |
| 10 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD(2025-03-31) | $5.3M |
| 11 | WINEBRENNER CAPITAL MANAGEMENT LLC(2025-03-31) | $4.9M |
| 12 | NewEdge Advisors, LLC(2025-03-31) | $4.9M |
| 13 | LPL Financial LLC(2025-03-31) | $3.5M |
| 14 | OSAIC HOLDINGS, INC.(2025-03-31) | $3.2M |
| 15 | Cambridge Investment Research Advisors, Inc.(2025-03-31) | $2.2M |
| 16 | Oder Investment Management, LLC(2025-03-31) | $2.2M |
| 17 | Private Advisory Group LLC(2025-03-31) | $2.1M |
| 18 | Kestra Advisory Services, LLC(2025-03-31) | $2.1M |
| 19 | Aurora Private Wealth, Inc.(2025-03-31) | $1.9M |
| 20 | WEDBUSH SECURITIES INC(2025-03-31) | $1.8M |
As of 2025-03-31
Value:$18.9M
As of 2025-03-31
Value:$16.7M
As of 2025-03-31
Value:$15.7M
As of 2025-03-31
Value:$10.7M
As of 2025-03-31
Value:$9.7M
As of 2025-03-31
Value:$8.4M
As of 2025-03-31
Value:$8.0M
As of 2025-03-31
Value:$7.5M
As of 2025-03-31
Value:$6.5M
As of 2025-03-31
Value:$5.3M
As of 2025-03-31
Value:$4.9M
As of 2025-03-31
Value:$4.9M
As of 2025-03-31
Value:$3.5M
As of 2025-03-31
Value:$3.2M
As of 2025-03-31
Value:$2.2M
As of 2025-03-31
Value:$2.2M
As of 2025-03-31
Value:$2.1M
As of 2025-03-31
Value:$2.1M
As of 2025-03-31
Value:$1.9M
As of 2025-03-31
Value:$1.8M
Total Institutional Holders:98
Top 10 Holders Own:65.0%