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

Moser Wealth Advisors, LLC

$201 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 29, 2021	SELL	$19.69 - $20.25 $6,300 - $6,480	-320 Closed	0 $0
Q1 2021 May 05, 2021	BUY	$19.4 - $20.07 $6,208 - $6,422	320 New	320 $6,000

Others Institutions Holding FTHY

# of Institutions

93

Shares Held

15.1M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.95M
Shares

$43.1 Million
0.0% of portfolio
Sit Investment Associates Inc Minneapolis, MN

1.31M
Shares

$19.1 Million
0.44% of portfolio
Kennedy Investment Group West Depford, NJ

1.16M
Shares

$16.9 Million
7.29% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

1.09M
Shares

$15.9 Million
1.04% of portfolio
Royal Bank Of Canada Toronto, A6

741K
Shares

$10.8 Million
0.0% of portfolio

About FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND

Ticker FTHY
Exchange NYSE
Sector Technology

More about FTHY

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