Mga Batayang Estadistika
| Pemilik Institusional | 90 total, 90 long only, 0 short only, 0 long/short - change of -2.15% MRQ |
| Alokasi Portofolio Rata-rata | 0.3342 % - change of -0.23% MRQ |
| Saham Institusional (Jangka Panjang) | 16,563,440 (ex 13D/G) - change of 0.09MM shares 0.55% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 197,759 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust High Yield Opportunities 2027 Term Fund (US:FTHY) memiliki 90 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 16,563,440 saham. Pemegang saham terbesar meliputi 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 .
Struktur kepemilikan institusional First Trust High Yield Opportunities 2027 Term Fund (NYSE:FTHY) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 14.58 / share. Previously, on September 6, 2024, the share price was 14.70 / share. This represents a decline of 0.82% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi 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 |
