Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans First Trust High Yield Opportunities 2027 Term Fund comprennent Daymark Wealth Partners, Llc, Noble Wealth Management PBC, et Colonial Trust Advisors .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
