Who Owns FIRST TR HIGH YIELD OPP 2027 F (FTHY)? -- Institutional Holders (2026-06-30)

98 institutions reported holding $234.2M of FIRST TR HIGH YIELD OPP 2027 F (FTHY) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($46.8M), SIT INVESTMENT ASSOCIATES INC ($44.6M), KENNEDY INVESTMENT GROUP ($16.1M), RIVERNORTH CAPITAL MANAGEMENT, LLC ($14.0M), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. ($13.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$46.8M	3.4M	Added
2	SIT INVESTMENT ASSOCIATES INC	$44.6M	3.3M	Added
3	KENNEDY INVESTMENT GROUP	$16.1M	1.2M	Added
4	RIVERNORTH CAPITAL MANAGEMENT, LLC	$14.0M	1.0M	Added
5	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	$13.2M	966,836	Added
6	Royal Bank of Canada	$9.5M	691,227	Trimmed
7	Atlas Wealth LLC	$8.3M	602,530	New
8	Penserra Capital Management LLC	$8.2M	598,309	Added
9	COMMONWEALTH EQUITY SERVICES, LLC	$8.1M	588,956	Trimmed
10	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	$6.8M	499,001	Added
11	LPL Financial LLC	$5.0M	365,815	Added
12	D.A. DAVIDSON & CO.	$4.7M	346,148	Added
13	Logan Stone Capital, LLC	$3.5M	257,142	Added
14	Almitas Capital LLC	$2.7M	198,801	Added
15	Aurora Private Wealth, Inc.	$2.6M	188,553	Trimmed
16	Oder Investment Management, LLC	$2.0M	149,001	Trimmed
17	OSAIC HOLDINGS, INC.	$2.0M	142,825	Added
18	Private Advisory Group LLC	$1.9M	138,108	Trimmed
19	Cambridge Investment Research Advisors, Inc.	$1.8M	132,977	Trimmed
20	Kestra Advisory Services, LLC	$1.8M	131,221	Trimmed
21	JANE STREET GROUP, LLC	$1.8M	128,560	New
22	WINEBRENNER CAPITAL MANAGEMENT LLC	$1.7M	121,745	Trimmed
23	WEDBUSH SECURITIES INC	$1.7M	121,486	Added
24	1607 Capital Partners, LLC	$1.5M	110,505	Trimmed
25	INDEPENDENT FINANCIAL GROUP, LLC	$1.5M	110,389	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30