Who Owns First High Yield Opportunities 2027 Term Fund Stock?
NYSE: FTHYFinanceInvestment ManagersUSD
Market open · Delayed 15 min · as of Oct 9, 10:17 AM ET
Ownership breakdown
- Held by institutions
- 86.78%
- Held by insiders
- 0.01%
- Institutional holders
- 96
- Institutions 86.8%
- Insiders 0.0%
- Public and other 13.2%
Who owns First High Yield Opportunities 2027 Term Fund stock?
Institutional investors own about 86.8% of First High Yield Opportunities 2027 Term Fund's shares, spread across 96 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 0.01% of FTHY.
The largest institutional holders are Morgan Stanley (9.29%), SIT Investment Associates Inc (8.85%) and Kennedy Investment Group, Inc. (3.19%). Together, the top 10 institutions control 34.9% of shares outstanding. In their latest filings, 8 of the top 10 institutions increased their FTHY positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of FTHY
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Morgan Stanley | 3.42M | 9.29% | +3.5% |
| SIT Investment Associates Inc | 3.25M | 8.85% | +16.9% |
| Kennedy Investment Group, Inc. | 1.17M | 3.19% | +0.1% |
| RiverNorth Capital Management, LLC | 1.02M | 2.78% | +0.2% |
| Punch & Associates Investment Management, Inc. | 966.84K | 2.63% | +9.0% |
| Royal Bank of Canada | 691.23K | 1.88% | -2.3% |
| Atlas Wealth LLC | 602.53K | 1.64% | +100.0% |
| Penserra Capital Management LLC | 598.31K | 1.63% | +4.0% |
| Commonwealth Equity Services, LLC | 588.96K | 1.60% | -3.6% |
| City of London Investment Management Co. Limited | 499.00K | 1.36% | +3.8% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of FTHY
| Fund | Shares | % Held |
|---|---|---|
| RIVERNORTH FUNDS-RiverNorth/DoubleLine Strategic Income Fund | 881.10K | 2.40% |
| Amplify ETF Trust-Amplify CEF High Income ETF | 595.46K | 1.62% |
| RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc | 104.60K | 0.28% |
| Cohen & Steers Closed-End Opportunity Fund, Inc. | 65.00K | 0.18% |
| Elevation Series Trust-RiverNorth Active Income ETF | 36.56K | 0.10% |
Frequently asked questions
Who is the largest shareholder of First High Yield Opportunities 2027 Term Fund?
Morgan Stanley is the largest institutional shareholder of FTHY, owning 9.29% of shares outstanding (3.42M shares) as of its latest 13F filing.
What percentage of First High Yield Opportunities 2027 Term Fund is owned by institutions?
Institutions own about 86.8% of FTHY shares and 86.8% of the public float.
How much of First High Yield Opportunities 2027 Term Fund do insiders own?
Insiders, such as officers and directors, own about 0.01% of FTHY shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.