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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.5KNew |
$33.1K - $36.7K
|
2.5K
$36.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-82- 0.47% |
$1.09K - $1.2K
|
17.4K
$255K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
20.6KNew |
$278K - $332K
|
20.6K
$302K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.5KNew |
$181K - $216K
|
13.5K
$197K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
11KNew |
$148K - $177K
|
11K
$161K
|
|
|
Oct 31, 2022
Q3 2022
|
Narwhal Capital Management
|
SELL
|
- |
-4.19K- 23.77% |
$56.5K - $67.4K
|
13.4K
$197K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-11KClosed |
$151K - $194K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.31K- 7.78% |
$18K - $23.1K
|
15.5K
$227K
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-17.1KClosed |
$236K - $302K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
18.2KNew |
$251K - $323K
|
18.2K
$267K
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
146KNew |
$2.02M - $2.59M
|
146K
$2.14M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-750Closed |
$10.4K - $13.3K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-163KClosed |
$2.25M - $2.89M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.05KNew |
$14.5K - $18.6K
|
1.05K
$15.4K
|
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-20.3K- 58.61% |
$280K - $359K
|
14.3K
$210K
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-10KClosed |
$139K - $178K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
515New |
$7.11K - $9.13K
|
515
$7.55K
|
|
| Q1 2022 | |||||||
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-3.5K- 77.78% |
$59.6K - $72.6K
|
1K
$14.7K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.1K+ 1344.44% |
$206K - $251K
|
13K
$191K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
100+ 50.0% |
$1.7K - $2.08K
|
300
$4.4K
|
|
| Q2 2021 | |||||||
|
Jul 29, 2021
Q2 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-320Closed |
$6.3K - $6.48K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10.5KClosed |
$204K - $211K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-22.4KClosed |
$434K - $449K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-151KClosed |
$2.93M - $3.03M
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-88.8KClosed |
$1.72M - $1.78M
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-550Closed |
$10.7K - $11K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
88.8KNew |
$1.73M - $1.83M
|
88.8K
$1.3M
|
|