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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-2.93K- 0.86% |
$42.5K - $43.6K
|
338K
$4.83M
|
|
|
Oct 30, 2025
Q3 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
31.4KNew |
$455K - $467K
|
31.4K
$449K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-324K- 53.42% |
$4.69M - $4.81M
|
282K
$4.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
12+ 2.96% |
$174 - $178
|
417
$5.96K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
6+ 6.59% |
$86.9 - $89.2
|
97
$1.39K
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
12.5K+ 1.08% |
$180K - $185K
|
1.17M
$16.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
21.7K+ 41.82% |
$314K - $322K
|
73.5K
$1.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-380- 2.32% |
$5.51K - $5.65K
|
16K
$228K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.3K- 6.77% |
$106K - $108K
|
101K
$1.44M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.9K- 8.12% |
$56.4K - $57.9K
|
44.1K
$630K
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
BUY
|
- |
13.5K+ 6.44% |
$195K - $200K
|
223K
$3.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.97KNew |
$28.5K - $29.2K
|
1.97K
$28.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.7K- 2.1% |
$199K - $204K
|
638K
$9.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
86+ 0.8% |
$1.25K - $1.28K
|
10.9K
$156K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-659- 1.54% |
$9.55K - $9.79K
|
42K
$601K
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
18.3K+ 19.68% |
$265K - $272K
|
111K
$1.59M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-31.4K- 7.6% |
$456K - $467K
|
382K
$5.46M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-992- 6.21% |
$14.4K - $14.7K
|
15K
$214K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
340+ 1.4% |
$4.93K - $5.05K
|
24.6K
$351K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-6- 0.04% |
$86.9 - $89.2
|
14.9K
$213K
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
27.5KNew |
$399K - $409K
|
27.5K
$393K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
35+ 2.58% |
$507 - $520
|
1.39K
$19.9K
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.41K+ 3.54% |
$97.9K - $110K
|
217K
$3.1M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.8K- 19.66% |
$89.8K - $101K
|
27.8K
$397K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7- 1.29% |
$92.5 - $104
|
537
$7.67K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
203K+ 6.88% |
$2.69M - $3.02M
|
3.16M
$45.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
94.2K+ 7.21% |
$1.24M - $1.4M
|
1.4M
$20M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.63K- 3.42% |
$34.7K - $39K
|
74.3K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
2.81K+ 0.5% |
$37.1K - $41.7K
|
559K
$7.98M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-76.4K- 22.65% |
$1.01M - $1.13M
|
261K
$3.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.5KNew |
$72.7K - $81.7K
|
5.5K
$78.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.4K- 13.12% |
$164K - $185K
|
82.3K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.62K- 4.04% |
$61.1K - $68.7K
|
110K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-178K- 34.4% |
$2.36M - $2.65M
|
340K
$4.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.7K- 1.71% |
$168K - $188K
|
729K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
94.5K+ 162.42% |
$1.25M - $1.4M
|
153K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
19.6K+ 1.8% |
$258K - $290K
|
1.11M
$15.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-12- 0.34% |
$159 - $178
|
3.52K
$50.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.23K+ 2.86% |
$16.2K - $18.2K
|
44K
$629K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.23K- 3.6% |
$69K - $77.6K
|
140K
$2M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5K+ 465.98% |
$66.1K - $74.3K
|
6.07K
$86.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
750New |
$9.91K - $11.1K
|
750
$10.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-1.14K- 8.84% |
$15K - $16.9K
|
11.8K
$168K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.08% |
$13.2 - $14.9
|
49
$700
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
55+ 0.11% |
$727 - $817
|
50.1K
$716K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-952- 6.44% |
$12.6K - $14.1K
|
13.8K
$197K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25K+ 10.45% |
$330K - $371K
|
264K
$3.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.95K- 8.12% |
$25.8K - $29K
|
22.1K
$316K
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
4.96K+ 3.27% |
$65.6K - $73.7K
|
157K
$2.24M
|
|