Latest Institutional Transactions on First Trust High Yield Opportunities 2027 Term Fund (FTHY)
This table provides information on the latest institutional transactions involving First Trust High Yield Opportunities 2027 Term Fund (FTHY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.3KNew |
$221K - $230K
|
15.3K
$220K
|
|
|
Feb 21, 2025
Q4 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
26.8KNew |
$386K - $402K
|
26.8K
$385K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
262+ 8.05% |
$3.78K - $3.94K
|
3.52K
$50.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.81K- 2.11% |
$40.5K - $42.2K
|
130K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-18.2K- 15.5% |
$263K - $273K
|
99.2K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
213+ 1.96% |
$3.07K - $3.2K
|
11.1K
$159K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.7KNew |
$198K - $206K
|
13.7K
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-14.8K- 2.54% |
$213K - $222K
|
566K
$8.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19K+ 14.48% |
$274K - $285K
|
150K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
23.4K+ 31.82% |
$338K - $351K
|
96.9K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
7.29KNew |
$105K - $109K
|
7.29K
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11KNew |
$159K - $165K
|
11K
$158K
|
|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-91.7K- 9.08% |
$1.32M - $1.38M
|
919K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-12.1K- 3.39% |
$175K - $182K
|
346K
$4.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.4K- 0.82% |
$352K - $366K
|
2.95M
$42.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.5K+ 3.37% |
$353K - $368K
|
750K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-90- 0.06% |
$1.3K - $1.35K
|
146K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-310- 0.68% |
$4.47K - $4.66K
|
45.4K
$653K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
12+ 3.05% |
$173 - $180
|
405
$5.82K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.89K+ 20.51% |
$70.5K - $73.4K
|
28.7K
$413K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.92K- 7.4% |
$42.2K - $43.9K
|
36.6K
$526K
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
742K+ 976.86% |
$10.7M - $11.1M
|
818K
$11.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.2K+ 3.49% |
$176K - $183K
|
361K
$5.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
34.9K+ 240.6% |
$503K - $524K
|
49.4K
$710K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
32KNew |
$461K - $480K
|
32K
$459K
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
2.13K+ 1.44% |
$30.8K - $32K
|
150K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
23.3K+ 7.22% |
$336K - $350K
|
346K
$4.97M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.8K+ 6.65% |
$300K - $312K
|
333K
$4.79M
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-37.9K- 39.45% |
$547K - $569K
|
58.2K
$837K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-40.1K- 75.37% |
$579K - $602K
|
13.1K
$188K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
5.93K+ 12.11% |
$85.6K - $89.1K
|
54.9K
$790K
|
|
|
Feb 12, 2025
Q4 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-97.1K- 56.9% |
$1.4M - $1.46M
|
73.6K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-20K- 38.83% |
$289K - $300K
|
31.5K
$453K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
59.2K+ 12.94% |
$854K - $888K
|
516K
$7.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-800- 99.88% |
$11.5K - $12K
|
1
$14.4
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.65K+ 2.63% |
$38.2K - $39.8K
|
103K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-230- 1.57% |
$3.32K - $3.45K
|
14.4K
$207K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-980- 8.88% |
$14.1K - $14.7K
|
10.1K
$145K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.7K+ 31.52% |
$746K - $776K
|
216K
$3.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
24.2KNew |
$349K - $364K
|
24.2K
$348K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.3K+ 4.69% |
$452K - $470K
|
698K
$10M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.71K+ 4.35% |
$96.8K - $101K
|
161K
$2.32M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
28.8KNew |
$415K - $432K
|
28.8K
$413K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10+ 2.47% |
$144 - $150
|
415
$5.97K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.6K- 3.42% |
$95.3K - $99.2K
|
187K
$2.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
54.9KNew |
$793K - $825K
|
54.9K
$790K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.5KNew |
$21.6K - $22.5K
|
1.5K
$21.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.13K- 6.26% |
$74.1K - $77.1K
|
76.8K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
53+ 1.7% |
$765 - $796
|
3.17K
$45.5K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.57K- 4.36% |
$80.3K - $83.6K
|
122K
$1.76M
|