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 | 08/13/2026 | 3.42 M | $46.82 M | 3.52% | 9.32% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 3.25 M | $44.56 M | 16.90% | 8.87% |
| KENNEDY INVESTMENT GROUP | 07/30/2026 | 1.17 M | $16.08 M | 0.11% | 3.20% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 1.02 M | $14.00 M | 0.24% | 2.79% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 08/14/2026 | 966.84 K | $13.25 M | 9.03% | 2.64% |
| ROYAL BANK OF CANADA | 08/14/2026 | 691.23 K | $9.47 M | -2.33% | 1.88% |
| ATLAS WEALTH LLC | 07/28/2026 | 602.53 K | $8.25 M | 100.00% | 1.64% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 598.31 K | $8.20 M | 3.96% | 1.63% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 588.96 K | $8.07 M | -3.65% | 1.61% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 07/31/2026 | 499.00 K | $6.84 M | 3.78% | 1.36% |
| LPL FINANCIAL LLC | 08/07/2026 | 365.82 K | $5.01 M | 11.43% | 1.00% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 346.15 K | $4.74 M | 6.27% | 0.94% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 257.14 K | $3.52 M | 3.36% | 0.70% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 198.80 K | $2.72 M | 19.57% | 0.54% |
| AURORA PRIVATE WEALTH, INC. | 07/22/2026 | 188.55 K | $2.58 M | -3.92% | 0.51% |
| ODER INVESTMENT MANAGEMENT, LLC | 08/11/2026 | 149.00 K | $2.04 M | -0.64% | 0.41% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 142.83 K | $1.96 M | 5.13% | 0.39% |
| PRIVATE ADVISORY GROUP LLC | 08/06/2026 | 138.11 K | $1.89 M | -1.69% | 0.38% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 132.98 K | $1.82 M | -24.38% | 0.36% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 131.22 K | $1.80 M | -6.10% | 0.36% |
| JANE STREET GROUP, LLC | 08/14/2026 | 128.56 K | $1.76 M | 100.00% | 0.35% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 07/15/2026 | 121.75 K | $1.67 M | -38.66% | 0.33% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 121.49 K | $1.66 M | 6.09% | 0.33% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 110.51 K | $1.51 M | -37.28% | 0.30% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 110.39 K | $1.51 M | -1.88% | 0.30% |
| TRANSCEND CAPITAL ADVISORS, LLC | 08/04/2026 | 97.68 K | $1.34 M | 2.63% | 0.27% |
| TFB ADVISORS LLC | 08/06/2026 | 94.54 K | $1.30 M | 0.00% | 0.26% |
| OPPENHEIMER & CO INC | 08/03/2026 | 87.63 K | $1.20 M | 18.52% | 0.24% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 75.91 K | $1.04 M | -3.09% | 0.21% |
| UBS GROUP AG | 08/13/2026 | 71.69 K | $982.19 K | -2.91% | 0.20% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 70.70 K | $968.57 K | -4.77% | 0.19% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 69.29 K | $949.27 K | -6.29% | 0.19% |
| CSS LLC/IL | 08/14/2026 | 67.90 K | $930.27 K | 26.61% | 0.19% |
| COHEN & STEERS, INC. | 08/14/2026 | 65.00 K | $891.00 K | 0.00% | 0.18% |
| MAGNUS FINANCIAL GROUP LLC | 07/09/2026 | 64.49 K | $883.50 K | -7.06% | 0.18% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 55.65 K | $762.44 K | 113.42% | 0.15% |
| BLUECHIP WEALTH ADVISORS LLC | 07/30/2026 | 48.35 K | $662.40 K | 100.00% | 0.13% |
| INSIGHT ADVISORS, LLC/ PA | 08/05/2026 | 48.14 K | $659.43 K | -0.27% | 0.13% |
| INVESCO LTD. | 08/14/2026 | 41.14 K | $563.56 K | -1.15% | 0.11% |
| ARETE WEALTH ADVISORS, LLC | 08/13/2026 | 38.58 K | $528.57 K | -14.00% | 0.11% |
| TRUEMARK INVESTMENTS, LLC | 07/22/2026 | 36.34 K | $497.82 K | 7.08% | 0.10% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 34.37 K | $470.85 K | 0.87% | 0.09% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 32.79 K | $449.15 K | -32.96% | 0.09% |
| SIGNATURE EQUITY PARTNERS, LLC | 07/30/2026 | 31.92 K | $437.27 K | 2.78% | 0.09% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 31.48 K | $431.33 K | -2.63% | 0.09% |
| WORLD EQUITY GROUP, INC. | 07/09/2026 | 30.97 K | $424.30 K | -4.24% | 0.08% |
| FIRST FINANCIAL GROUP CORP | 07/15/2026 | 27.13 K | $371.61 K | 0.00% | 0.07% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 24.95 K | $341.86 K | -1.29% | 0.07% |
| FOCUSED ALPHA, LLC | 08/07/2026 | 24.94 K | $341.66 K | 1.61% | 0.07% |
| CAMELOT PORTFOLIOS, LLC | 07/17/2026 | 23.61 K | $323.52 K | 100.00% | 0.06% |
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First Trust High Yield Opportunities 2027 Term Fund institutional Ownership - FAQ's
During the previous two years, 114 institutional investors and hedge funds held shares of First Trust High Yield Opportunities 2027 Term Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 3.42 M
SIT INVESTMENT ASSOCIATES INC: 3.25 M
KENNEDY INVESTMENT GROUP: 1.17 M
RIVERNORTH CAPITAL MANAGEMENT, LLC: 1.02 M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 966,836
ROYAL BANK OF CANADA: 691,227
46.61% of First Trust High Yield Opportunities 2027 Term Fund stock is owned by institutional investors.
Institutional investors have bought a total of 17.45 M shares in the last 24 months. This purchase volume represents approximately $236.40 M in transactions.