Epg Wealth Management LLC First Trust High Yield Opportunities 2027 Term Fund Transaction History

Epg Wealth Management LLC

$396 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$13.81 - $17.72 $18,022 - $23,124	-1,305 Reduced 7.78%	15,477 $225,000
Q1 2022 May 10, 2022	BUY	$17.04 - $20.75 $285,965 - $348,226	16,782 New	16,782 $292,000

Others Institutions Holding FTHY

# of Institutions

80

Shares Held

12.7M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.97M
Shares

$43.5 Million
0.0% of portfolio
Kennedy Investment Group West Depford, NJ

1.2M
Shares

$17.5 Million
8.32% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

1.01M
Shares

$14.8 Million
0.84% of portfolio
Royal Bank Of Canada Toronto, A6

725K
Shares

$10.6 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

667K
Shares

$9.77 Million
0.02% of portfolio

About FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND

Ticker FTHY
Exchange NYSE
Sector Technology

More about FTHY

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