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

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in First Trust High Yield Opportunities 2027 Term Fund stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 48 shares of FTHY stock, worth $692. This represents 0.0% of its overall portfolio holdings.

Number of Shares
48
Previous 415 88.43%
Holding current value
$692
Previous $6,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 13, 2025
SELL
$14.31 - $14.8 $5,251 - $5,431
-367 Reduced 88.43%
48 $0
Q4 2024

Feb 07, 2025
BUY
$14.43 - $15.02 $144 - $150
10 Added 2.47%
415 $6,000
Q3 2024

Nov 08, 2024
SELL
$14.2 - $15.12 $21,527 - $22,921
-1,516 Reduced 78.92%
405 $6,000
Q2 2024

Aug 13, 2024
BUY
$13.92 - $14.5 $709 - $739
51 Added 2.73%
1,921 $27,000
Q1 2024

Jun 11, 2024
BUY
$13.67 - $14.65 $915 - $981
67 Added 3.72%
1,870 $27,000
Q4 2023

Feb 09, 2024
BUY
$12.68 - $14.07 $659 - $731
52 Added 2.97%
1,803 $25,000
Q3 2023

Nov 03, 2023
BUY
$13.32 - $14.0 $652 - $686
49 Added 2.88%
1,751 $23,000
Q2 2023

Aug 04, 2023
BUY
$13.47 - $14.25 $633 - $669
47 Added 2.84%
1,702 $23,000
Q1 2023

May 11, 2023
BUY
$13.29 - $14.87 $199 - $223
15 Added 0.91%
1,655 $23,000
Q4 2021

Feb 07, 2022
BUY
$19.7 - $21.04 $32,308 - $34,505
1,640 New
1,640 $33,000

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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