FTHY

First Trust Hi Yld Opp 2027

Latest period2024 - Q4Total superinvestors6

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 6 superinvestors own shares of First Trust Hi Yld Opp 2027 (FTHY), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding First Trust Hi Yld Opp 2027 (FTHY), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with First Trust Hi Yld Opp 2027 (FTHY) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with First Trust Hi Yld Opp 2027 (FTHY) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
David Harrison@Magnus Financial Group Llc
Recent Activity
Increased 30.39%
0.05%
$483,739
33,407 shares@ 14.49 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -15.87%
0.01%
$260,000
17,975 shares@ 14.47 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Decreased -93.31%
0.02%
$232,028
16,102 shares@ 14.41 avg price
Lois Beckmen@Riverbridge Partners Llc
Recent Activity
Increased 3.94%
0.01%
$151,779
10,482 shares@ 14.48 avg price
Debbie Hall@Future Financial Wealth Managment Llc
Recent Activity
0.1%
$136,112
9,400 shares@ 14.48 avg price
Stephanie Kelm@Rise Advisors, Llc
Recent Activity
Increased 2.63%
0.01%
$18,689
1,291 shares@ 14.48 avg price