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FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND (FTHY) Ownership Summary
Institutional Holders
Total Number of Holders 89
% of Shares Outstanding 33.94%
Total Shares Held 12,481,001
Total Value of Holdings $184,843,624.81
Net Activity (990,174)
 
Top 5 Holders Shares Held Shares Changed
MORGAN STANLEY 2,957,841 31,655
RIVERNORTH CAPITAL MANAGEMENT, LLC 1,246,875 (18)
KENNEDY INVESTMENT GROUP 1,206,637 15,750
ROYAL BANK OF CANADA 736,619 (89,473)
COMMONWEALTH EQUITY SERVICES, LLC 688,465 39,287

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Insider Trades
 Last 3 mos.Last 12 mos.
Number of Insider Trades27
Number of Buys27
Number of Sells00
Net Activity31,000124,100
 
Top 5 TradesShares Traded Date
BOWEN JAMES A17,0009/10/2024
MCGAREL DAVID14,0006/18/2024
BOWEN JAMES A20,0004/12/2024
HOUSEY WILLIAM A JR3,6004/10/2024
BOWEN JAMES A16,0004/3/2024

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5% Ownership (SC 13D & SC 13G Filings)
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View Filing in HTMLView Filing in RTFView Filing in PDFView Filing in ExcelView Filing in Original Format  SC 13G/A   MORGAN STANLEY  02/08/24   File this document to a folder.
View Filing in HTMLView Filing in RTFView Filing in PDFView Filing in ExcelView Filing in Original Format  SC 13G/A   MORGAN STANLEY  02/09/23   File this document to a folder.
View Filing in HTMLView Filing in RTFView Filing in PDFView Filing in ExcelView Filing in Original Format  SC 13G/A   MORGAN STANLEY  02/10/22   File this document to a folder.
View Filing in HTMLView Filing in RTFView Filing in PDFView Filing in ExcelView Filing in Original Format  SC 13G   MORGAN STANLEY  02/11/21   File this document to a folder.