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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.39KNew |
$97.6K - $110K
|
7.39K
$108K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-2.35K- 5.81% |
$31K - $34.8K
|
38K
$558K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-345- 1.74% |
$4.56K - $5.12K
|
19.5K
$285K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2K- 10.9% |
$26.4K - $29.7K
|
16.4K
$240K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2K+ 14.32% |
$26.4K - $29.7K
|
16K
$234K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.71K- 3.2% |
$22.6K - $25.4K
|
51.8K
$760K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-42.6K- 47.03% |
$563K - $633K
|
48K
$704K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
2.69K+ 0.23% |
$35.5K - $39.9K
|
1.16M
$17M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
35+ 2.64% |
$462 - $520
|
1.36K
$19.9K
|
|
| Q1 2025 | |||||||
|
Jun 04, 2025
Q1 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
745+ 2.78% |
$10.7K - $11K
|
27.5K
$404K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-81- 12.96% |
$1.16K - $1.2K
|
544
$7.98K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.22K+ 0.43% |
$31.8K - $32.9K
|
518K
$7.61M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.03KNew |
$14.7K - $15.2K
|
1.03K
$15.1K
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-1.55K- 2.1% |
$22.1K - $22.9K
|
72K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
120New |
$1.72K - $1.78K
|
120
$1.76K
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-9.86K- 1.74% |
$141K - $146K
|
556K
$8.16M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.98K- 5.42% |
$28.4K - $29.3K
|
34.6K
$507K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15.5K- 11.89% |
$221K - $229K
|
115K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.98K+ 1.19% |
$57K - $58.9K
|
337K
$4.95M
|
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
167K+ 18.22% |
$2.39M - $2.48M
|
1.09M
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.51K+ 0.22% |
$93.1K - $96.3K
|
2.95M
$43.3M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.54K- 1.14% |
$122K - $126K
|
741K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.83K+ 2.63% |
$40.5K - $41.9K
|
111K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1K- 48.24% |
$14.3K - $14.8K
|
1.07K
$15.7K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.42K- 24.97% |
$48.9K - $50.6K
|
10.3K
$151K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
4+ 0.03% |
$57.2 - $59.2
|
14.8K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.9KClosed |
$84.4K - $87.3K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
553New |
$7.91K - $8.18K
|
553
$8.11K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.7K- 9.73% |
$224K - $232K
|
145K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.91K- 24.74% |
$113K - $117K
|
24K
$353K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
489K+ 59.84% |
$7M - $7.24M
|
1.31M
$19.2M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-13.7K- 13.83% |
$196K - $203K
|
85.5K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-367- 88.43% |
$5.25K - $5.43K
|
48
$704
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$14.3 - $14.8
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
26New |
$372 - $385
|
26
$381
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.88K+ 1.25% |
$26.9K - $27.8K
|
152K
$2.23M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-12.1K- 22.04% |
$173K - $179K
|
42.8K
$628K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-20K- 20.6% |
$286K - $295K
|
76.9K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-267K- 73.78% |
$3.82M - $3.95M
|
94.8K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.75KNew |
$39.4K - $40.7K
|
2.75K
$40.3K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
21.3K+ 74.3% |
$305K - $316K
|
50.1K
$734K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
539+ 2.64% |
$7.71K - $7.98K
|
21K
$307K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-30.3K- 4.33% |
$433K - $448K
|
668K
$9.8M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.38K- 3.04% |
$19.7K - $20.4K
|
44.1K
$646K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
70.4K+ 142.59% |
$1.01M - $1.04M
|
120K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
18K+ 5.2% |
$258K - $267K
|
364K
$5.35M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
16.6KNew |
$237K - $245K
|
16.6K
$243K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.4K+ 10.87% |
$335K - $347K
|
239K
$3.51M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-2.71K- 4.93% |
$38.8K - $40.1K
|
52.2K
$766K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.46K+ 26.37% |
$49.5K - $51.1K
|
16.6K
$243K
|
|