First Trust High Yield Opportunities 2027 Term Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 3.30 M | $44.66 M | 12.82% | 9.09% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 2.78 M | $37.65 M | 14.98% | 7.66% |
| KENNEDY INVESTMENT GROUP | 04/22/2026 | 1.17 M | $15.87 M | -0.59% | 3.23% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.02 M | $13.80 M | 0.17% | 2.81% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 886.75 K | $12.00 M | 7.21% | 2.44% |
| ROYAL BANK OF CANADA | 05/15/2026 | 707.69 K | $9.58 M | 3.99% | 1.95% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 611.24 K | $8.27 M | -2.95% | 1.68% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 575.49 K | $7.79 M | 18.42% | 1.59% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 05/15/2026 | 480.85 K | $6.51 M | 12.59% | 1.32% |
| LPL FINANCIAL LLC | 05/06/2026 | 328.30 K | $4.44 M | 4.62% | 0.90% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 325.72 K | $4.41 M | -7.86% | 0.90% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 291.93 K | $3.95 M | -8.13% | 0.80% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 248.79 K | $3.37 M | 7.80% | 0.69% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 04/10/2026 | 198.48 K | $2.69 M | -38.23% | 0.55% |
| NARWHAL CAPITAL MANAGEMENT | 04/24/2026 | 196.87 K | $2.66 M | 27.02% | 0.54% |
| AURORA PRIVATE WEALTH, INC. | 04/16/2026 | 196.26 K | $2.76 M | 0.00% | 0.54% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 176.20 K | $2.38 M | 0.52% | 0.49% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 175.86 K | $2.38 M | -8.17% | 0.48% |
| ALMITAS CAPITAL LLC | 05/15/2026 | 166.26 K | $2.25 M | 200.52% | 0.46% |
| ODER INVESTMENT MANAGEMENT, LLC | 05/05/2026 | 149.96 K | $2.03 M | -3.17% | 0.41% |
| PRIVATE ADVISORY GROUP LLC | 05/08/2026 | 140.48 K | $1.90 M | -0.24% | 0.39% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 139.74 K | $1.89 M | 12.27% | 0.38% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 135.86 K | $1.84 M | -28.93% | 0.37% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 114.51 K | $1.55 M | -10.83% | 0.32% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 112.50 K | $1.52 M | -2.52% | 0.31% |
| TRANSCEND CAPITAL ADVISORS, LLC | 05/13/2026 | 95.18 K | $1.29 M | 0.00% | 0.26% |
| TFB ADVISORS LLC | 04/20/2026 | 94.54 K | $1.28 M | -5.35% | 0.26% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 78.33 K | $1.06 M | -17.31% | 0.22% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 74.24 K | $1.00 M | 0.29% | 0.20% |
| OPPENHEIMER & CO INC | 04/24/2026 | 73.94 K | $1.00 M | 1.81% | 0.20% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 73.94 K | $1.00 M | -31.82% | 0.20% |
| UBS GROUP AG | 05/05/2026 | 73.84 K | $999.10 K | 6.23% | 0.20% |
| MAGNUS FINANCIAL GROUP LLC | 04/10/2026 | 69.39 K | $938.83 K | -16.77% | 0.19% |
| COHEN & STEERS, INC. | 05/15/2026 | 65.00 K | $879.00 K | 100.00% | 0.18% |
| CSS LLC/IL | 05/15/2026 | 53.63 K | $725.61 K | 21.39% | 0.15% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 48.91 K | $661.70 K | -1.55% | 0.13% |
| INSIGHT ADVISORS, LLC/ PA | 05/12/2026 | 48.27 K | $653.03 K | -12.81% | 0.13% |
| ARETE WEALTH ADVISORS, LLC | 05/20/2026 | 44.86 K | $604.04 K | -38.58% | 0.12% |
| INVESCO LTD. | 05/12/2026 | 41.62 K | $563.06 K | -1.80% | 0.11% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 34.07 K | $460.98 K | -1.74% | 0.09% |
| TRUEMARK INVESTMENTS, LLC | 04/20/2026 | 33.93 K | $459.13 K | 5.37% | 0.09% |
| WORLD EQUITY GROUP, INC. | 05/06/2026 | 32.34 K | $437.57 K | -16.98% | 0.09% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 32.33 K | $437.48 K | -9.03% | 0.09% |
| 05/13/2026 | 31.06 K | $420.17 K | 2.72% | 0.09% | |
| HUNTLEIGH ADVISORS, INC. | 04/21/2026 | 30.80 K | $416.77 K | -8.95% | 0.08% |
| FIRST FINANCIAL GROUP CORP | 04/22/2026 | 27.13 K | $367.00 K | -2.27% | 0.07% |
| COLONY GROUP, LLC | 05/15/2026 | 26.57 K | $359.52 K | -7.40% | 0.07% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 26.08 K | $352.81 K | -3.50% | 0.07% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 25.28 K | $342.04 K | -3.99% | 0.07% |
| 05/12/2026 | 24.54 K | $332.06 K | 1.56% | 0.07% |
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First Trust High Yield Opportunities 2027 Term Fund institutional Ownership - FAQ's
During the previous two years, 113 institutional investors and hedge funds held shares of First Trust High Yield Opportunities 2027 Term Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 3.3 M
SIT INVESTMENT ASSOCIATES INC: 2.78 M
KENNEDY INVESTMENT GROUP: 1.17 M
RIVERNORTH CAPITAL MANAGEMENT, LLC: 1.02 M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 886,745
ROYAL BANK OF CANADA: 707,693
44.69% of First Trust High Yield Opportunities 2027 Term Fund stock is owned by institutional investors.
Institutional investors have bought a total of 16.58 M shares in the last 24 months. This purchase volume represents approximately $224.61 M in transactions.