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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
19.8K+ 19.14% |
$283K - $293K
|
123K
$1.8M
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
82+ 2.59% |
$1.17K - $1.21K
|
3.25K
$47.6K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.1K+ 24.59% |
$173K - $179K
|
61.4K
$899K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2K- 7.78% |
$28.6K - $29.6K
|
23.7K
$348K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.54K- 52.94% |
$36.3K - $37.6K
|
2.26K
$33.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
724+ 4.89% |
$10.4K - $10.7K
|
15.5K
$228K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
26.6KNew |
$380K - $393K
|
26.6K
$389K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
6.27K+ 1.81% |
$89.7K - $92.8K
|
352K
$5.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
565+ 3.93% |
$8.09K - $8.36K
|
14.9K
$219K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
38.3K+ 7.08% |
$548K - $567K
|
579K
$8.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-1K- 6.77% |
$14.3K - $14.8K
|
13.8K
$202K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
12K+ 2.73% |
$172K - $177K
|
451K
$6.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12+ 0.34% |
$172 - $178
|
3.53K
$51.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
65.1KNew |
$932K - $964K
|
65.1K
$955K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
11.2K+ 9.53% |
$160K - $166K
|
129K
$1.89M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
170+ 1.06% |
$2.43K - $2.52K
|
16.3K
$239K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.85K+ 3.71% |
$40.8K - $42.2K
|
79.7K
$1.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
891+ 0.26% |
$12.8K - $13.2K
|
340K
$4.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.79K+ 3.2% |
$68.6K - $71K
|
155K
$2.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4.61K+ 27.57% |
$66K - $68.3K
|
21.3K
$313K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
800New |
$11.4K - $11.8K
|
800
$11.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
21.5K+ 56.84% |
$307K - $318K
|
59.2K
$869K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.18K+ 118000.0% |
$16.9K - $17.5K
|
1.18K
$17.3K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.3K- 6.4% |
$207K - $215K
|
209K
$3.07M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.3KNew |
$221K - $230K
|
15.3K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-90- 0.06% |
$1.3K - $1.35K
|
146K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
213+ 1.96% |
$3.07K - $3.2K
|
11.1K
$163K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11KNew |
$159K - $165K
|
11K
$161K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
7.29KNew |
$105K - $109K
|
7.29K
$107K
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-37.9K- 39.45% |
$547K - $569K
|
58.2K
$853K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
12+ 3.05% |
$173 - $180
|
405
$5.94K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-20K- 38.83% |
$289K - $300K
|
31.5K
$462K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-980- 8.88% |
$14.1K - $14.7K
|
10.1K
$148K
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
28.8KNew |
$415K - $432K
|
28.8K
$422K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
24.2KNew |
$349K - $364K
|
24.2K
$355K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.5KNew |
$21.6K - $22.5K
|
1.5K
$22K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.36KNew |
$19.6K - $20.4K
|
1.36K
$19.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-174- 22.34% |
$2.51K - $2.61K
|
605
$8.87K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-13.7K- 51.43% |
$197K - $205K
|
12.9K
$189K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
5.67K+ 9.94% |
$81.8K - $85.1K
|
62.7K
$919K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
397+ 3.94% |
$5.73K - $5.96K
|
10.5K
$154K
|
|
| Q3 2024 | |||||||
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-235- 42.73% |
$3.34K - $3.55K
|
315
$4.62K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
63.2KNew |
$897K - $955K
|
63.2K
$926K
|
|
|
Nov 13, 2024
Q3 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-30.7KClosed |
$435K - $464K
|
0
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
392New |
$5.57K - $5.93K
|
392
$5.75K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
21.1KNew |
$300K - $319K
|
21.1K
$309K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
10.1KNew |
$143K - $153K
|
10.1K
$148K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.55K+ 7.02% |
$22K - $23.4K
|
23.6K
$345K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.5K- 36.38% |
$149K - $158K
|
18.3K
$268K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-502- 82.43% |
$7.13K - $7.59K
|
107
$1.57K
|
|