Arete Wealth Advisors, LLC First Trust High Yield Opportunities 2027 Term Fund Transaction History

Arete Wealth Advisors, LLC

  • $1.31 Billion
  • Q1 2025

A detailed history of Arete Wealth Advisors, LLC transactions in First Trust High Yield Opportunities 2027 Term Fund stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 518,451 shares of FTHY stock, worth $7.48 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
518,451
Previous 516,227 0.43%
Holding current value
$7.48 Million
Previous $7.47 Million 0.36%
% of portfolio
0.57%
Previous 0.54%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$14.31 - $14.8 $31,825 - $32,915
2,224 Added 0.43%
518,451 $7.49 Million
Q4 2024

Feb 12, 2025
BUY
$14.43 - $15.02 $853,534 - $888,433
59,150 Added 12.94%
516,227 $7.47 Million
Q3 2024

Nov 14, 2024
SELL
$14.2 - $15.12 $78,582 - $83,674
-5,534 Reduced 1.2%
457,077 $6.9 Million
Q2 2024

Aug 13, 2024
SELL
$13.92 - $14.5 $703,572 - $732,888
-50,544 Reduced 9.85%
462,611 $6.62 Million
Q1 2024

May 15, 2024
SELL
$13.67 - $14.65 $103,181 - $110,578
-7,548 Reduced 1.45%
513,155 $7.46 Million
Q4 2023

Feb 14, 2024
SELL
$12.68 - $14.07 $231,435 - $256,805
-18,252 Reduced 3.39%
520,703 $7.25 Million
Q3 2023

Oct 30, 2023
BUY
$13.32 - $14.0 $207,139 - $217,714
15,551 Added 2.97%
538,955 $7.18 Million
Q2 2023

Aug 09, 2023
BUY
$13.47 - $14.25 $108,783 - $115,083
8,076 Added 1.57%
523,404 $7.18 Million
Q1 2023

May 01, 2023
BUY
$13.29 - $14.87 $1.39 Million - $1.55 Million
104,240 Added 25.36%
515,328 $7.19 Million
Q4 2022

Feb 06, 2023
SELL
$13.24 - $14.68 $997,435 - $1.11 Million
-75,335 Reduced 15.49%
411,088 $5.54 Million
Q3 2022

Nov 07, 2022
SELL
$13.47 - $16.08 $71,202 - $84,998
-5,286 Reduced 1.08%
486,423 $6.55 Million
Q2 2022

Aug 15, 2022
SELL
$13.81 - $17.72 $996,612 - $1.28 Million
-72,166 Reduced 12.8%
491,709 $7.15 Million
Q1 2022

May 06, 2022
BUY
$17.04 - $20.75 $1.28 Million - $1.56 Million
75,256 Added 15.4%
563,875 $10.9 Million
Q4 2021

Feb 07, 2022
BUY
$19.7 - $21.04 $1.35 Million - $1.44 Million
68,524 Added 16.31%
488,619 $10.2 Million
Q3 2021

Nov 15, 2021
BUY
$20.01 - $21.06 $391,535 - $412,081
19,567 Added 4.89%
420,095 $8.63 Million
Q2 2021

Aug 09, 2021
BUY
$19.69 - $20.25 $402,266 - $413,707
20,430 Added 5.37%
400,528 $7.98 Million
Q1 2021

May 10, 2021
BUY
$19.4 - $20.07 $896,144 - $927,093
46,193 Added 13.83%
380,098 $7.55 Million
Q4 2020

Feb 08, 2021
BUY
$19.43 - $20.6 $210,485 - $223,159
10,833 Added 3.35%
333,905 $6.78 Million
Q3 2020

Nov 09, 2020
SELL
$19.6 - $21.72 $302,114 - $334,792
-15,414 Reduced 4.55%
323,072 $6.66 Million
Q2 2020

Aug 11, 2020
BUY
$20.0 - $20.22 $6.77 Million - $6.84 Million
338,486 New
338,486 $6.84 Million

Others Institutions Holding FTHY

# of Institutions
92
Shares Held
15.1M
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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