Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam First Trust High Yield Opportunities 2027 Term Fund termasuk Daymark Wealth Partners, Llc, Noble Wealth Management PBC, dan Colonial Trust Advisors .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan 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 |
