Geneos Wealth Management Inc. First Trust High Yield Opportunities 2027 Term Fund Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in First Trust High Yield Opportunities 2027 Term Fund stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 537 shares of FTHY stock, worth $7,614. This represents 0.0% of its overall portfolio holdings.

Number of Shares
537
Previous 544 1.29%
Holding current value
$7,614
Previous $7,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
SELL
$13.21 - $14.85 $92 - $103
-7 Reduced 1.29%
537 $7,000
Q1 2025

May 21, 2025
SELL
$14.31 - $14.8 $1,159 - $1,198
-81 Reduced 12.96%
544 $7,000
Q1 2025

May 07, 2025
BUY
$14.31 - $14.8 $8,943 - $9,250
625 New
625 $9,000
Q4 2022

Jan 30, 2023
BUY
$13.24 - $14.68 $36,780 - $40,781
2,778 New
2,778 $37,000

Others Institutions Holding FTHY

# of Institutions
90
Shares Held
15.2M
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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