Blue Chip Wealth Advisors LLC First Trust High Yield Opportunities 2027 Term Fund Transaction History

Blue Chip Wealth Advisors LLC

  • $180 Billion
  • Q4 2024

A detailed history of Blue Chip Wealth Advisors LLC transactions in First Trust High Yield Opportunities 2027 Term Fund stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 54,903 shares of FTHY stock, worth $798,838. This represents 0.44% of its overall portfolio holdings.

Number of Shares
54,903
Previous 48,972 12.11%
Holding current value
$798,838
Previous $740 Million 7.37%
% of portfolio
0.44%
Previous 0.39%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$14.43 - $15.02 $85,584 - $89,083
5,931 Added 12.11%
54,903 $795 Million
Q3 2024

Nov 14, 2024
BUY
$14.2 - $15.12 $38,837 - $41,353
2,735 Added 5.92%
48,972 $740 Million
Q2 2024

Aug 12, 2024
SELL
$13.92 - $14.5 $570,720 - $594,500
-41,000 Reduced 47.0%
46,237 $662 Million
Q1 2024

Apr 30, 2024
BUY
$13.67 - $14.65 $201,454 - $215,897
14,737 Added 20.33%
87,237 $1.27 Billion
Q4 2023

Mar 15, 2024
BUY
$12.68 - $14.07 $919,300 - $1.02 Million
72,500 New
72,500 $1.01 Billion

Others Institutions Holding FTHY

# of Institutions
85
Shares Held
13.7M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND

FTHY Quotes by TradingView
  • Ticker FTHY
  • Exchange NYSE
  • Sector Technology
More about FTHY
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