Kovitz Investment Group Partners, LLC First Trust High Yield Opportunities 2027 Term Fund Transaction History

Kovitz Investment Group Partners, LLC

  • $21.5 Billion
  • Q2 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in First Trust High Yield Opportunities 2027 Term Fund stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 71,971 shares of FTHY stock, worth $1.05 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
71,971
Previous 85,526 15.85%
Holding current value
$1.05 Million
Previous $1.24 Million 13.52%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Aug 14, 2025
SELL
$13.21 - $14.85 $179,061 - $201,291
-13,555 Reduced 15.85%
71,971 $1.07 Million
Q1 2025

May 13, 2025
SELL
$14.31 - $14.8 $196,347 - $203,070
-13,721 Reduced 13.83%
85,526 $1.24 Million
Q4 2024

Feb 14, 2025
SELL
$14.43 - $15.02 $262,755 - $273,499
-18,209 Reduced 15.5%
99,247 $1.44 Million
Q3 2024

Nov 14, 2024
BUY
$14.2 - $15.12 $1.67 Million - $1.78 Million
117,456 New
117,456 $1.78 Million

Others Institutions Holding FTHY

# of Institutions
89
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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