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

Perigon Wealth Management, LLC

  • $3.67 Billion
  • Q3 2024

A detailed history of Perigon Wealth Management, LLC transactions in First Trust High Yield Opportunities 2027 Term Fund stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 14,380 shares of FTHY stock, worth $208,222. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,380
Previous 13,637 5.45%
Holding current value
$208,222
Previous $195,000 11.28%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$14.2 - $15.12 $10,550 - $11,234
743 Added 5.45%
14,380 $217,000
Q2 2024

Aug 02, 2024
BUY
$13.92 - $14.5 $189,827 - $197,736
13,637 New
13,637 $195,000
Q1 2021

May 17, 2021
SELL
$19.4 - $20.07 $155,200 - $160,560
-8,000 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$19.43 - $20.6 $155,440 - $164,800
8,000 New
8,000 $163,000

Others Institutions Holding FTHY

# of Institutions
80
Shares Held
12.7M
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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