FTHY Institutional Ownership & Shareholders
FIRST TRUST HI YLD OPP 2027 (FTHY) is currently held by 87 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $223.27M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of FTHY tracked by InsiderSet, reporting ownership valued at approximately $46.82M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $44.66M, representing an estimated loss of -4.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed FTHY value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Sit Investment Associates Inc, Kennedy Investment Group, Inc., and several other long-term asset managers with concentrated positions in FIRST TRUST HI YLD OPP 2027 (FTHY).
This page ranks the largest institutional FTHY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
87
Total Reported Value
$223.27M
Largest Holder
Morgan Stanley
Largest Position
$46.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
107
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 3,417,232 | $46,816,089 | $44,663,222 | -$2,152,867 | -4.60% | |
| Sit Investment Associates Inc | 0.84% | 3,252,705 | $44,562,000 | $42,512,854 | -$2,049,146 | -4.60% | |
| Kennedy Investment Group, Inc. | 4.85% | 1,172,095 | $15,061,416 | $15,319,282 | +$257,866 | +1.71% | |
| Rivernorth Capital Management, Llc | 0.67% | 1,022,036 | $14,001,893 | $13,358,011 | -$643,882 | -4.60% | |
| Punch & Associates Investment Management, Inc. | 0.66% | 966,836 | $13,245,650 | $12,636,547 | -$609,103 | -4.60% | |
| Royal Bank Of Canada | 0.00% | 691,227 | $9,470,000 | $9,034,337 | -$435,663 | -4.60% | |
| Atlas Wealth Llc | 1.18% | 602,530 | $8,254,661 | $7,875,067 | -$379,594 | -4.60% | |
| Penserra Capital Management Llc | 0.06% | 598,309 | $8,196,000 | $7,819,899 | -$376,101 | -4.59% | |
| City Of London Investment Management Co Ltd | 0.41% | 471,156 | $6,054,355 | $6,158,009 | +$103,654 | +1.71% | |
| Lpl Financial Llc | 0.00% | 365,815 | $5,011,663 | $4,781,202 | -$230,461 | -4.60% | |
| Commonwealth Equity Services, Llc | 0.01% | 320,949 | $4,124,190 | $4,194,803 | +$70,613 | +1.71% | |
| Logan Stone Capital, Llc | 0.74% | 257,142 | $3,522,845 | $3,360,846 | -$161,999 | -4.60% | |
| D.A. Davidson & Co. | 0.02% | 232,727 | $2,990,548 | $3,041,742 | +$51,194 | +1.71% | |
| Almitas Capital Llc | 0.65% | 198,801 | $2,723,574 | $2,598,329 | -$125,245 | -4.60% | |
| Oder Investment Management, Llc | 1.37% | 149,001 | $2,041,310 | $1,947,443 | -$93,867 | -4.60% | |
| Osaic Holdings, Inc. | 0.00% | 142,825 | $1,956,701 | $1,866,723 | -$89,978 | -4.60% | |
| Private Advisory Group Llc | 0.11% | 138,108 | $1,892,082 | $1,805,072 | -$87,010 | -4.60% | |
| Kestra Advisory Services, Llc | 0.01% | 144,791 | $1,860,569 | $1,892,418 | +$31,849 | +1.71% | |
| Jane Street Group, Llc | 0.00% | 128,560 | $1,761,272 | $1,680,279 | -$80,993 | -4.60% | |
| 1607 Capital Partners, Llc | 0.13% | 110,505 | $1,513,918 | $1,444,300 | -$69,618 | -4.60% | |
| Independent Financial Group, Llc | 0.02% | 106,234 | $1,365,107 | $1,388,478 | +$23,371 | +1.71% | |
| Transcend Capital Advisors, Llc | 0.09% | 97,677 | $1,338,175 | $1,276,638 | -$61,537 | -4.60% | |
| Winebrenner Capital Management Llc | 0.83% | 100,767 | $1,294,857 | $1,317,025 | +$22,168 | +1.71% | |
| Tfb Advisors Llc | 0.50% | 94,539 | $1,214,826 | $1,235,625 | +$20,799 | +1.71% | |
| Oppenheimer & Co Inc | 0.01% | 82,369 | $1,058,442 | $1,076,563 | +$18,121 | +1.71% | |
| Integrated Wealth Concepts Llc | 0.01% | 75,908 | $1,039,949 | $992,118 | -$47,831 | -4.60% | |
| Ubs Group Ag | 0.00% | 71,693 | $982,194 | $937,028 | -$45,166 | -4.60% | |
| Stifel Financial Corp | 0.00% | 70,698 | $968,569 | $924,023 | -$44,546 | -4.60% | |
| Css Llc/Il | 0.04% | 67,903 | $930,271 | $887,492 | -$42,779 | -4.60% | |
| Cohen & Steers, Inc. | 0.00% | 65,000 | $891,000 | $849,550 | -$41,450 | -4.65% | |
| Advisory Services Network, Llc | 0.01% | 55,652 | $762,438 | $727,372 | -$35,066 | -4.60% | |
| Bluechip Wealth Advisors Llc | 0.19% | 45,250 | $581,463 | $591,418 | +$9,955 | +1.71% | |
| Invesco Ltd. | 0.00% | 41,136 | $563,563 | $537,648 | -$25,915 | -4.60% | |
| Insight Advisors, Llc/ Pa | 0.10% | 43,477 | $558,671 | $568,244 | +$9,573 | +1.71% | |
| Arete Wealth Advisors, Llc | 0.03% | 38,581 | $528,572 | $504,254 | -$24,318 | -4.60% | |
| Magnus Financial Group Llc | 0.03% | 40,212 | $516,722 | $525,571 | +$8,849 | +1.71% | |
| Truemark Investments, Llc | 0.06% | 36,337 | $497,817 | $474,925 | -$22,892 | -4.60% | |
| Cetera Investment Advisers | 0.00% | 34,369 | $470,850 | $449,203 | -$21,647 | -4.60% | |
| Partners Wealth Management, Llc | 0.05% | 36,600 | $470,310 | $478,362 | +$8,052 | +1.71% | |
| Signature Equity Partners, Llc | 0.14% | 32,069 | $412,093 | $419,142 | +$7,049 | +1.71% | |
| Corecap Advisors, Llc | 0.01% | 29,853 | $383,611 | $390,179 | +$6,568 | +1.71% | |
| Raymond James Financial Inc | 0.00% | 24,953 | $341,856 | $326,136 | -$15,720 | -4.60% | |
| Kestra Private Wealth Services, Llc | 0.00% | 26,591 | $341,700 | $347,544 | +$5,844 | +1.71% | |
| First Financial Group Corp | 0.26% | 26,225 | $336,991 | $342,761 | +$5,770 | +1.71% | |
| Camelot Portfolios, Llc | 0.23% | 23,614 | $323,519 | $308,635 | -$14,884 | -4.60% | |
| Focus Partners Wealth | 0.00% | 22,703 | $311,039 | $296,728 | -$14,311 | -4.60% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 21,755 | $298,050 | $284,338 | -$13,712 | -4.60% | |
| Focused Alpha, Llc | 0.07% | 22,343 | $287,108 | $292,023 | +$4,915 | +1.71% | |
| Janney Montgomery Scott Llc | 0.00% | 19,125 | $262,000 | $249,964 | -$12,036 | -4.59% | |
| Hrt Financial Lp | 0.00% | 18,567 | $254,000 | $242,671 | -$11,329 | -4.46% |
Frequently asked questions about FTHY
Who are the largest institutional holders of FTHY?
The largest institutional holders of FTHY reported in the latest SEC Form 13F filings include Morgan Stanley, Sit Investment Associates Inc, Kennedy Investment Group, Inc., Rivernorth Capital Management, Llc, and Punch & Associates Investment Management, Inc.. InsiderSet ranks institutional holders by their latest reported FTHY position.
What is FTHY institutional ownership?
This page tracks FTHY positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST HI YLD OPP 2027 (FTHY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FTHY?
InsiderSet currently tracks 87 institutional managers reporting FTHY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FTHY shareholders.
How much FTHY stock do institutions own?
Institutional investment managers disclosed approximately $223.27M in FTHY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FTHY institutional ownership last updated?
The latest FTHY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FTHY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FTHY position after the reporting date.
Are institutions buying or selling FTHY?
Institutional buying and selling can be analyzed by comparing FTHY positions across consecutive 13F reporting periods. InsiderSet's FTHY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FTHY ownership changes.
How has FTHY institutional ownership changed over time?
InsiderSet tracks FTHY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.