STIFEL FINANCIAL CORP
Position in FTHY — First Trust High Yield Opportunities 2027 Term Fund
CIK 720672
ST. LOUIS, MO
Position in FTHY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$968,562
-$35,878 QoQ
Shares Held
70,698
-4.8% QoQ
Ownership
0.192%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#31
of 87 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FTHY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,481,600,305 across 287 Asset Management names. FTHY ranks #149 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
2,226,603 | $262,004,372 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
2,837,188 | $120,835,834 | |
| 3 | BLK |
BlackRock, Inc.
|
122,288 | $117,587,246 | |
| 4 | TROW |
Price T Rowe Group Inc
|
845,480 | $96,122,619 | |
| 5 | ARCC |
Ares Capital Corp
|
2,640,857 | $48,935,077 | |
| 6 | APO |
Apollo Global Management, Inc.
|
289,781 | $34,283,987 | |
| 7 | AMP |
Ameriprise Financial Inc
|
59,829 | $27,447,149 | |
| 8 | KKR |
KKR & Co. Inc.
|
273,957 | $25,143,771 |
All Filings in FTHY
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $968,562 | 70,698 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,004,440 | 74,238 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,041,503 | 74,023 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,104,355 | 76,215 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,222,481 | 82,322 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,369,180 | 94,753 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $5,232,478 | 361,359 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,279,238 | 349,156 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,722,638 | 120,296 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $375,232 | 25,807 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $320,752 | 23,026 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $274,591 | 20,615 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $267,142 | 19,471 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $290,032 | 20,776 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $252,952 | 18,765 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $303,465 | 22,529 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $332,431 | 22,879 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $345,762 | 19,860 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $242,417 | 11,989 | Shares | Defined | 2022-02-14 | |
| 2021-06-30 | $368,679 | 18,388 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||