Concurrent Investment Advisors, LLC First Trust High Yield Opportunities 2027 Term Fund Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Trust High Yield Opportunities 2027 Term Fund stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 100,586 shares of FTHY stock, worth $1.42 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
100,586
Previous 107,885 6.77%
Holding current value
$1.42 Million
Previous $1.6 Billion 9.03%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$14.49 - $14.86 $105,762 - $108,463
-7,299 Reduced 6.77%
100,586 $1.46 Billion
Q2 2025

Jul 25, 2025
BUY
$13.21 - $14.85 $1.07 Million - $1.21 Million
81,325 Added 306.19%
107,885 $1.6 Billion
Q1 2025

Apr 29, 2025
BUY
$14.31 - $14.8 $380,073 - $393,088
26,560 New
26,560 $384 Million

Others Institutions Holding FTHY

# of Institutions
90
Shares Held
15.3M
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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