Statistik Asas
| Pemilik Institusi | 90 total, 90 long only, 0 short only, 0 long/short - change of -2.15% MRQ |
| Purata Peruntukan Portfolio | 0.3342 % - change of -0.23% MRQ |
| Saham Institusi (Panjang) | 16,563,440 (ex 13D/G) - change of 0.09MM shares 0.55% MRQ |
| Nilai Institusi (Panjang) | $ 197,759 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
First Trust High Yield Opportunities 2027 Term Fund (US:FTHY) telah 90 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 16,563,440 saham. Pemegang saham terbesar termasuk Morgan Stanley, Sit Investment Associates Inc, Kennedy Investment Group, Rivernorth Capital Management, Llc, RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R, Royal Bank Of Canada, Commonwealth Equity Services, Llc, Huntleigh Advisors, Inc., Punch & Associates Investment Management, Inc., and City Of London Investment Management Co Ltd .
First Trust High Yield Opportunities 2027 Term Fund (NYSE:FTHY) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
The share price as of September 5, 2025 is 14.58 / share. Previously, on September 9, 2024, the share price was 14.72 / share. This represents a decline of 0.95% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Naik Taraf
untuk membuka data premium dan mengeksport ke Excel 
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6,073 | 465.98 | 90 | 500.00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 413,536 | -8.40 | 6,141 | -5.86 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 140,119 | -3.60 | 2,081 | -0.95 | ||||
| 2025-08-28 | NP | Rivernorth Opportunities Fund, Inc. | 190,819 | 0.00 | 2,834 | 2.76 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 107,885 | 306.19 | 1,602 | 318.28 | ||||
| 2025-08-14 | 13F | Comerica Bank | 13,820 | -6.44 | 205 | -3.76 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 13,128 | -12.16 | 195 | -9.77 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 19,779 | 27.45 | 294 | 30.80 | ||||
| 2025-05-13 | 13F | Cresset Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2,750 | 0.00 | 41 | 2.56 | ||||
| 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 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 145,007 | -0.36 | 2,153 | 2.43 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 5,501 | 82 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 553 | 0.00 | 8 | 14.29 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 28,755 | 0.00 | 427 | 2.89 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 70 | 0.00 | 1 | 0.00 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 51,824 | -3.20 | 770 | -0.52 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 800 | 12 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 24,249 | 2.28 | 360 | 5.26 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 750 | 11 | ||||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 49,195 | -5.75 | 731 | -3.18 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 107 | 0.00 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3,156,348 | 6.88 | 46,872 | 9.84 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 109,946 | -4.04 | 1,633 | -1.39 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 13,775 | 0.00 | 205 | 2.51 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 24,211 | 0.00 | 360 | 2.87 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 19,454 | -1.74 | 289 | 0.70 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 10,796 | 160 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 126,984 | 3.20 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | NCP Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 1,105,468 | 1.80 | 16,416 | 4.62 | ||||
| 2025-04-16 | 13F | Wealth Enhancement Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-09-02 | 13F | Pvg Asset Management Corp | 27,515 | 0.00 | 409 | 2.77 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 49 | 2.08 | 1 | |||||
| 2025-07-23 | 13F | Narwhal Capital Management | 209,151 | 3,106 | ||||||
| 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 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 44,044 | 2.86 | 654 | 5.83 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 11,751 | -8.84 | 175 | -6.45 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 50,122 | 0.11 | 744 | 2.90 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 164,432 | 6.24 | 2 | 0.00 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F/A | Venture Visionary Partners LLC | 0 | -100.00 | 0 | |||||
| 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 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1,181 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | TFB Advisors LLC | 110,636 | -0.01 | 1,643 | 2.75 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1,360 | 0.00 | 20 | 5.26 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 605,827 | 4.68 | 8,997 | 7.58 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 27,775 | -19.66 | 406 | -18.64 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 260,955 | -22.65 | 3,875 | -20.51 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 82,322 | -13.12 | 1,222 | -10.74 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 3,515 | -0.34 | 51 | 0.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 728,726 | -1.71 | 10,822 | 1.02 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 10,570 | 0.00 | 157 | 2.63 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 47,983 | -47.03 | 713 | -45.61 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 22,093 | -8.12 | 328 | -5.48 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 164,262 | 27.53 | 2 | 100.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 16,355 | -10.90 | 0 | |||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 21,341 | 0.00 | 317 | 8.22 | ||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 152,682 | 162.42 | 2,267 | 169.88 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 340,102 | -34.40 | 5 | -28.57 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 1,359 | 2.64 | 20 | 5.26 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 20,609 | -1.64 | 306 | 1.32 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 1,401,635 | 7.21 | 21 | 11.11 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,500 | 0.00 | 22 | 4.76 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 537 | -1.29 | 8 | 0.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Kennedy Investment Group | 1,155,633 | 0.23 | 17,161 | 3.01 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 405 | 0.00 | 6 | 20.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,778 | -21.26 | 26 | -18.75 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 6 | 0.00 | ||||||
| 2025-05-13 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Bullseye Investment Management, LLC | 72,041 | 0.00 | 1,041 | 0.00 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 156,767 | 3.27 | 2,328 | 6.11 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 38,045 | -5.81 | 565 | -3.26 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 9,400 | 0.00 | 140 | 2.96 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 93,043 | -22.34 | 1,382 | -20.22 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 362,914 | 3.04 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 74,318 | -3.42 | 1,104 | -0.72 | ||||
| 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 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 85,293 | 30.98 | 1,267 | 34.68 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 91 | -24.17 | 1 | 0.00 | ||||
| 2025-04-21 | 13F | Riverbridge Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Punch & Associates Investment Management, Inc. | 558,705 | 0.50 | 8,297 | 3.29 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 79,592 | -0.11 | 1,182 | 2.61 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 216,902 | -3.07 | 3,221 | -0.37 | ||||
| 2025-08-28 | NP | RNCOX - RiverNorth Core Opportunity Fund Class R | 32,206 | 0.00 | 478 | 2.80 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 264,027 | 10.45 | 3,921 | 13.49 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 651,388 | -2.49 | 10 | 0.00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 71,971 | -15.85 | 1,069 | -13.52 | ||||
| 2025-08-28 | NP | RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R | 877,890 | 1.74 | 13,037 | 4.56 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 14,928 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 42,700 | -3.08 | 634 | -0.31 | ||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 20,078 | -70.19 | 298 | -70.73 | ||||
| 2025-04-14 | 13F | Black Point Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 18 | -56.10 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 53,782 | -12.34 | 799 | -9.93 |
