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

Blue Chip Wealth Advisors LLC

$225 Billion
Q2 2025

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 49,195 shares of FTHY stock, worth $716,771. This represents 0.33% of its overall portfolio holdings.

Number of Shares

49,195

Previous 52,195 5.75%

Holding current value

$716,771

Previous $754 Million 3.14%

% of portfolio

0.33%

Previous 0.37%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$13.21 - $14.85 $39,630 - $44,550	-3,000 Reduced 5.75%	49,195 $731 Million
Q1 2025 May 06, 2025	SELL	$14.31 - $14.8 $38,751 - $40,078	-2,708 Reduced 4.93%	52,195 $754 Million
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

Shares Held

15M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND

Ticker FTHY
Exchange NYSE
Sector Technology

More about FTHY

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