Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust High Yield Opportunities 2027 Term Fund meliputi Daymark Wealth Partners, Llc, Noble Wealth Management PBC, dan Colonial Trust Advisors .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
