13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
FTHY

FIRST TR HIGH YIELD OPPRT 20

95 institutions still hold FIRST TR HIGH YIELD OPPRT 20 as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33741Q107·95 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.3%
vs prior quarter
13F value held
$145M
77.0% inst. owned
of float
Holders
95
-82 QoQ
filers reporting
Activity
+86 / −59
+973 added · −740 reduced
this quarter
Concentration
30.72%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

95 institutions reported FTHY in Q1 2026. MORGAN STANLEY leads at 30.7% of the visible book. -82 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$45M3.3M0.00%Q1 202602
KENNEDY INVESTMENT GROUP
CIK 0001978005
$16M1.2M6.21%Q1 202603
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 0001447578
$14M1.0M0.69%Q1 202604
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
CIK 0001238990
$12M887K0.69%Q1 202605
ROYAL BANK OF CANADA
CIK 0001000275
$10M708K0.00%Q1 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$8M611K0.01%Q1 202607
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
CIK 0001034546
$7M481K0.47%Q1 202608
LPL Financial LLC
CIK 0001403438
$4M328K0.00%Q1 202609
D.A. DAVIDSON & CO.
CIK 0001080107
$4M326K0.03%Q1 202610
NewEdge Advisors, LLC
CIK 0001633516
$4M292K0.01%Q1 202611
Logan Stone Capital, LLC
CIK 0001535521
$3M231K0.80%Q4 202512
WINEBRENNER CAPITAL MANAGEMENT LLC
CIK 0002047728
$3M198K1.72%Q1 202613
1607 Capital Partners, LLC
CIK 0001436866
$2M176K0.17%Q1 202614
Almitas Capital LLC
CIK 0001596468
$2M166K0.51%Q1 202615
Narwhal Capital Management
CIK 0001461287
$2M155K0.16%Q4 202516
Oder Investment Management, LLC
CIK 0001845109
$2M150K1.56%Q1 202617
Private Advisory Group LLC
CIK 0001632965
$2M140K0.12%Q1 202618
Kestra Advisory Services, LLC
CIK 0001830819
$2M140K0.01%Q1 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M136K0.00%Q1 202620
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$2M113K0.03%Q1 2026
Page 1 of 5
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