Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
First Trust High Yield Opportunities 2027 Term Fund
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
No intraday reading yet this session.
87 institutional managers report a position in First Trust High Yield Opportunities 2027 Term Fund worth $235.0M between them, filed on form 13F for the quarter ending 2026-06-30. 13 of them hold 80% of it, the largest being Morgan Stanley at 19.92%.
62 more managers in the register
13 managers hold 80% of the $235.0M institutional base. The other 74 hold the rest.
Positions as filed with the SEC for the quarter ended Jun 30. A 13F is due 45 days after the quarter closes, so this register is 78 days old and does not move with the price above it.
FTHY (First Trust High Yield Opportunities 2027 Term Fund) has 0 disclosed suppliers and 0 disclosed customers, strongest disclosure first.
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
via SIT Investment Associates Inc, Atlas Wealth LLC, Commonwealth Equity Services, LLC +3 more · 18.97% of FTHY, 30.74% of NPFD
via SIT Investment Associates Inc, Rivernorth Capital Management, LLC, Penserra Capital Management LLC +1 more · 18.97% of FTHY, 13.44% of GLO
via SIT Investment Associates Inc, Rivernorth Capital Management, LLC, Commonwealth Equity Services, LLC +4 more · 18.97% of FTHY, 5.97% of FSCO
via SIT Investment Associates Inc, Atlas Wealth LLC, City of London Investment Management Co Ltd +5 more · 18.97% of FTHY, 7.57% of SDHY
via SIT Investment Associates Inc, Atlas Wealth LLC, Penserra Capital Management LLC +2 more · 18.97% of FTHY, 4.71% of NPCT
via Rivernorth Capital Management, LLC, Penserra Capital Management LLC, Atlas Wealth LLC +3 more · 5.96% of FTHY, 8.03% of BTX
Managers holding a meaningful stake in FTHY also hold this much of the other company’s institutional base. Managers who hold most of the companies we cover are excluded, because their overlap says nothing about this one in particular. This is how the two are held, not evidence that one moves the other.