Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in First Trust High Yield Opportunities 2027 Term Fund include Daymark Wealth Partners, Llc, Noble Wealth Management PBC, and Colonial Trust Advisors .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Narwhal Capital Management | 209,151 | 3,106 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6,073 | 465.98 | 90 | 500.00 | ||||
| 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 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 1,155,633 | 0.23 | 17,161 | 3.01 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 800 | 12 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 44,044 | 2.86 | 654 | 5.83 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 6 | 0.00 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 24,249 | 2.28 | 360 | 5.26 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 50,122 | 0.11 | 744 | 2.90 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 750 | 11 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 164,432 | 6.24 | 2 | 0.00 | ||||
| 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 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 156,767 | 3.27 | 2,328 | 6.11 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 107,885 | 306.19 | 1,602 | 318.28 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3,156,348 | 6.88 | 46,872 | 9.84 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 362,914 | 3.04 | 5 | 0.00 | ||||
| 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 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 605,827 | 4.68 | 8,997 | 7.58 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 85,293 | 30.98 | 1,267 | 34.68 | ||||
| 2025-08-14 | 13F | Punch & Associates Investment Management, Inc. | 558,705 | 0.50 | 8,297 | 3.29 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 10,796 | 160 | ||||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 164,262 | 27.53 | 2 | 100.00 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 126,984 | 3.20 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 264,027 | 10.45 | 3,921 | 13.49 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 19,779 | 27.45 | 294 | 30.80 | ||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 152,682 | 162.42 | 2,267 | 169.88 | ||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 1,105,468 | 1.80 | 16,416 | 4.62 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 1,359 | 2.64 | 20 | 5.26 | ||||
| 2025-08-28 | NP | RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R | 877,890 | 1.74 | 13,037 | 4.56 | ||||
| 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 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 1,401,635 | 7.21 | 21 | 11.11 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 5,501 | 82 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 49 | 2.08 | 1 |
