FTHY - First Trust High Yield Opportunities 2027 Term Fund Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (NYSE)

First Trust High Yield Opportunities 2027 Term Fund
US ˙ NYSE ˙ US33741Q1076

Grundlæggende statistik
Institutionelle ejere 90 total, 90 long only, 0 short only, 0 long/short - change of -2,15% MRQ
Gennemsnitlig porteføljeallokering 0.3342 % - change of -0,23% MRQ
Institutionelle aktier (lange) 16.563.440 (ex 13D/G) - change of 0,09MM shares 0,55% MRQ
Institutionel værdi (lang) $ 197.759 USD ($1000)
Institutionelt ejerskab og aktionærer

First Trust High Yield Opportunities 2027 Term Fund (US:FTHY) har 90 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 16,563,440 aktier. Største aktionærer omfatter Morgan Stanley, Sit Investment Associates Inc, Kennedy Investment Group, Rivernorth Capital Management, Llc, RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R, Royal Bank Of Canada, Commonwealth Equity Services, Llc, Huntleigh Advisors, Inc., Punch & Associates Investment Management, Inc., and City Of London Investment Management Co Ltd .

First Trust High Yield Opportunities 2027 Term Fund (NYSE:FTHY) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of September 11, 2025 is 14,74 / share. Previously, on September 12, 2024, the share price was 14,71 / share. This represents an increase of 0,20% over that period.

FTHY / First Trust High Yield Opportunities 2027 Term Fund Institutional Ownership
Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

Institutionel Put/Call-forhold

Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.

Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.

FTHY / First Trust High Yield Opportunities 2027 Term Fund Historical Put/Call Ratio
13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

Opgrader for at låse premium-data op og eksportere til Excel .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2025-08-13 13F Northwestern Mutual Wealth Management Co 6.073 465,98 90 500,00
2025-07-30 13F D.a. Davidson & Co. 413.536 -8,40 6.141 -5,86
2025-08-15 13F Kestra Advisory Services, LLC 140.119 -3,60 2.081 -0,95
2025-08-28 NP Rivernorth Opportunities Fund, Inc. 190.819 0,00 2.834 2,76
2025-07-25 13F Concurrent Investment Advisors, LLC 107.885 306,19 1.602 318,28
2025-08-14 13F Comerica Bank 13.820 -6,44 205 -3,76
2025-08-01 13F Envestnet Asset Management Inc 13.128 -12,16 195 -9,77
2025-07-29 13F Stratos Wealth Partners, LTD. 19.779 27,45 294 30,80
2025-05-13 13F Cresset Asset Management, LLC 0 -100,00 0
2025-08-12 13F Steward Partners Investment Advisory, Llc 2.750 0,00 41 2,56
2025-07-16 13F Perigon Wealth Management, LLC 15.965 14,32 237 17,91
2025-07-29 13F International Assets Investment Management, Llc 16.849 3,55 250 6,38
2025-08-07 13F Private Advisory Group LLC 145.007 -0,36 2.153 2,43
2025-08-14 13F Wells Fargo & Company/mn 5.501 82
2025-08-12 13F SRS Capital Advisors, Inc. 553 0,00 8 14,29
2025-07-23 13F First Financial Group Corp 28.755 0,00 427 2,89
2025-08-08 13F Thoroughbred Financial Services, Llc 0 -100,00 0
2025-05-13 13F Elequin Capital Lp 0 -100,00 0
2025-08-11 13F Blue Bell Private Wealth Management, Llc 70 0,00 1 0,00
2025-07-16 13F Magnus Financial Group LLC 51.824 -3,20 770 -0,52
2025-04-15 13F Noble Wealth Management PBC 800 12
2025-07-25 13F Apollon Wealth Management, LLC 24.249 2,28 360 5,26
2025-08-13 13F Colonial Trust Advisors 750 11
2025-07-30 13F BlueChip Wealth Advisors LLC 49.195 -5,75 731 -3,18
2025-08-19 13F Asset Dedication, LLC 107 0,00 2 0,00
2025-08-15 13F Morgan Stanley 3.156.348 6,88 46.872 9,84
2025-08-14 13F Integrated Wealth Concepts LLC 109.946 -4,04 1.633 -1,39
2025-07-16 13F NovaPoint Capital, LLC 13.775 0,00 205 2,51
2025-07-29 13F Balboa Wealth Partners 24.211 0,00 360 2,87
2025-04-21 13F Ronald Blue Trust, Inc. 0 -100,00 0
2025-07-18 13F Consolidated Portfolio Review Corp 19.454 -1,74 289 0,70
2025-08-14 13F Susquehanna International Group, Llp 0 -100,00 0
2025-08-04 13F Daymark Wealth Partners, Llc 10.796 160
2025-08-06 13F Wedbush Securities Inc 126.984 3,20 2 0,00
2025-08-14 13F NCP Inc. 0 -100,00 0
2025-08-14 13F Rivernorth Capital Management, Llc 1.105.468 1,80 16.416 4,62
2025-04-16 13F Wealth Enhancement Advisory Services, Llc 0 -100,00 0
2025-09-02 13F Pvg Asset Management Corp 27.515 0,00 409 2,77
2025-08-13 13F EverSource Wealth Advisors, LLC 49 2,08 1
2025-07-23 13F Narwhal Capital Management 209.151 3.106
2025-07-30 13F Insight Advisors, LLC/ PA 62.825 6,04 933 8,88
2025-08-08 13F City Of London Investment Management Co Ltd 493.598 35,42 7.330 39,18
2025-08-14 13F Raymond James Financial Inc 44.044 2,86 654 5,83
2025-08-13 13F Stablepoint Partners, LLC 11.751 -8,84 175 -6,45
2025-08-13 13F Invesco Ltd. 50.122 0,11 744 2,90
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 164.432 6,24 2 0,00
2025-05-12 13F Fmr Llc 0 -100,00 0
2025-07-14 13F/A Venture Visionary Partners LLC 0 -100,00 0
2025-08-08 13F Cetera Investment Advisers 20.440 23,43 304 26,78
2025-08-28 NP YYY - Amplify High Income ETF 359.224 1,99 5.334 4,81
2025-07-08 13F Nbc Securities, Inc. 1.181 0,00 0
2025-07-30 13F TFB Advisors LLC 110.636 -0,01 1.643 2,75
2025-07-30 13F Financial Perspectives, Inc 1.360 0,00 20 5,26
2025-07-29 13F Huntleigh Advisors, Inc. 605.827 4,68 8.997 7,58
2025-08-12 13F Coldstream Capital Management Inc 0 -100,00 0
2025-08-19 13F Advisory Services Network, LLC 27.775 -19,66 406 -18,64
2025-08-14 13F GWM Advisors LLC 260.955 -22,65 3.875 -20,51
2025-08-14 13F Stifel Financial Corp 82.322 -13,12 1.222 -10,74
2025-08-14 13F Sunbelt Securities, Inc. 3.515 -0,34 51 0,00
2025-08-14 13F Royal Bank Of Canada 728.726 -1,71 10.822 1,02
2025-07-23 13F Fulton Breakefield Broenniman Llc 10.570 0,00 157 2,63
2025-07-15 13F World Equity Group, Inc. 47.983 -47,03 713 -45,61
2025-08-12 13F Change Path, LLC 22.093 -8,12 328 -5,48
2025-07-24 13F Aurora Private Wealth, Inc. 164.262 27,53 2 100,00
2025-07-17 13F Janney Montgomery Scott LLC 16.355 -10,90 0
2025-07-22 13F Fortitude Advisory Group L.L.C. 21.341 0,00 317 8,22
2025-08-14 13F 1607 Capital Partners, LLC 152.682 162,42 2.267 169,88
2025-08-14 13F Arete Wealth Advisors, LLC 340.102 -34,40 5 -28,57
2025-07-08 13F Rise Advisors, LLC 1.359 2,64 20 5,26
2025-07-25 13F Atria Wealth Solutions, Inc. 20.609 -1,64 306 1,32
2025-08-14 13F Sit Investment Associates Inc 1.401.635 7,21 21 11,11
2025-08-18 13F N.E.W. Advisory Services LLC 0 -100,00 0
2025-07-29 13F Private Trust Co Na 1.500 0,00 22 4,76
2025-08-18 13F Geneos Wealth Management Inc. 537 -1,29 8 0,00
2025-08-12 13F Proequities, Inc. 0 0
2025-07-16 13F Kennedy Investment Group 1.155.633 0,23 17.161 3,01
2025-07-31 13F Glass Jacobson Investment Advisors llc 405 0,00 6 20,00
2025-08-07 13F Allworth Financial LP 1.778 -21,26 26 -18,75
2025-05-14 13F Huntington National Bank 6 0,00
2025-05-13 13F Prime Capital Investment Advisors, LLC 0 -100,00 0
2025-08-06 13F Bullseye Investment Management, LLC 72.041 0,00 1.041 0,00
2025-08-11 13F Oder Investment Management, LLC 156.767 3,27 2.328 6,11
2025-07-17 13F Camelot Portfolios, LLC 38.045 -5,81 565 -3,26
2025-07-21 13F Future Financial Wealth Managment LLC 9.400 0,00 140 2,96
2025-08-05 13F Shaker Financial Services, LLC 93.043 -22,34 1.382 -20,22
2025-08-06 13F Penserra Capital Management LLC 362.914 3,04 5 0,00
2025-08-14 13F UBS Group AG 74.318 -3,42 1.104 -0,72
2025-07-21 13F Ameritas Advisory Services, LLC 7.392 110
2025-08-01 13F Winebrenner Capital Management Llc 341.141 0,47 5.066 3,24
2025-05-14 13F Jane Street Group, Llc 0 -100,00 0
2025-08-14 13F Bank Of America Corp /de/ 0 -100,00 0
2025-08-01 13F Transcend Wealth Collective, Llc 85.293 30,98 1.267 34,68
2025-08-11 13F WPG Advisers, LLC 91 -24,17 1 0,00
2025-04-21 13F Riverbridge Partners Llc 0 -100,00 0
2025-08-14 13F Punch & Associates Investment Management, Inc. 558.705 0,50 8.297 3,29
2025-07-31 13F Oppenheimer & Co Inc 79.592 -0,11 1.182 2,61
2025-09-04 13F/A Advisor Group Holdings, Inc. 216.902 -3,07 3.221 -0,37
2025-08-28 NP RNCOX - RiverNorth Core Opportunity Fund Class R 32.206 0,00 478 2,80
2025-08-12 13F LPL Financial LLC 264.027 10,45 3.921 13,49
2025-08-06 13F Commonwealth Equity Services, Llc 651.388 -2,49 10 0,00
2025-08-14 13F Kovitz Investment Group Partners, LLC 71.971 -15,85 1.069 -13,52
2025-08-28 NP RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R 877.890 1,74 13.037 4,56
2025-07-25 13F Cwm, Llc 14.928 0,00 0
2025-08-14 13F CoreCap Advisors, LLC 42.700 -3,08 634 -0,31
2025-08-26 NP MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares 20.078 -70,19 298 -70,73
2025-04-14 13F Black Point Wealth Management 0 -100,00 0
2025-08-04 13F Assetmark, Inc 18 -56,10 0
2025-08-07 13F Kestra Private Wealth Services, Llc 53.782 -12,34 799 -9,93
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