Arkadios Wealth Advisors First Trust High Yield Opportunities 2027 Term Fund Transaction History

Arkadios Wealth Advisors

$2.49 Billion
Q1 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 14, 2022	SELL	$13.81 - $17.72 $138,610 - $177,855	-10,037 Closed	0 $0
Q1 2022 May 02, 2022	SELL	$17.04 - $20.75 $90,925 - $110,722	-5,336 Reduced 34.71%	10,037 $175,000
Q4 2021 Feb 03, 2022	SELL	$19.7 - $21.04 $24,585 - $26,257	-1,248 Reduced 7.51%	15,373 $311,000
Q3 2021 Oct 19, 2021	SELL	$20.01 - $21.06 $8,524 - $8,971	-426 Reduced 2.5%	16,621 $341,000
Q2 2021 Jul 28, 2021	SELL	$19.69 - $20.25 $18,469 - $18,994	-938 Reduced 5.22%	17,047 $341,000
Q1 2021 Apr 26, 2021	BUY	$19.4 - $20.07 $83,808 - $86,702	4,320 Added 31.61%	17,985 $357,000
Q4 2020 Feb 09, 2021	BUY	$19.43 - $20.6 $265,510 - $281,499	13,665 New	13,665 $277,000

Others Institutions Holding FTHY

# of Institutions

94

Shares Held

15.4M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.95M
Shares

$43.6 Million
0.0% of portfolio
Sit Investment Associates Inc Minneapolis, MN

1.31M
Shares

$19.3 Million
0.44% of portfolio
Kennedy Investment Group West Depford, NJ

1.16M
Shares

$17.1 Million
7.29% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

1.09M
Shares

$16 Million
1.04% of portfolio
Huntleigh Advisors, Inc. St. Louis, MO

921K
Shares

$13.6 Million
7.78% of portfolio

About FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND

Ticker FTHY
Exchange NYSE
Sector Technology

More about FTHY

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