Latest Institutional Purchases of First Trust High Yield Opportunities 2027 Term Fund (FTHY)
This list provides information on the latest institutional transactions involving First Trust High Yield Opportunities 2027 Term Fund (FTHY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
323KNew |
$4.58M - $4.88M
|
323K
$4.69M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
265K+ 560.93% |
$3.77M - $4.01M
|
313K
$4.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
229K+ 190.25% |
$3.25M - $3.46M
|
349K
$5.07M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
225K+ 1452.02% |
$3.2M - $3.41M
|
241K
$3.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
117KNew |
$1.67M - $1.78M
|
117K
$1.71M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
63.2KNew |
$897K - $955K
|
63.2K
$918K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
55.7K+ 74.06% |
$792K - $843K
|
131K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
48.4K+ 192.78% |
$687K - $732K
|
73.5K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
37.1K+ 27.79% |
$527K - $561K
|
171K
$2.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
25.6KNew |
$364K - $387K
|
25.6K
$372K
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
24K+ 46.25% |
$341K - $363K
|
76K
$1.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
21.1KNew |
$300K - $319K
|
21.1K
$307K
|
|
|
Oct 18, 2024
Q3 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
18.3K+ 47.17% |
$260K - $276K
|
57K
$829K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
18.3K+ 25.42% |
$259K - $276K
|
90.1K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.1K+ 0.44% |
$185K - $197K
|
2.97M
$43.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
10.1KNew |
$143K - $153K
|
10.1K
$147K
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
6.33K+ 4.48% |
$89.9K - $95.7K
|
148K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
6.18K+ 72.04% |
$87.8K - $93.5K
|
14.8K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.74K+ 5.92% |
$38.8K - $41.4K
|
49K
$712K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.59K+ 3.26% |
$36.8K - $39.1K
|
82K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.3K+ 10.69% |
$32.7K - $34.8K
|
23.8K
$346K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.55K+ 7.02% |
$22K - $23.4K
|
23.6K
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.29KNew |
$18.3K - $19.4K
|
1.29K
$18.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1.1K+ 30.51% |
$15.6K - $16.7K
|
4.71K
$68.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.08K+ 0.66% |
$15.4K - $16.3K
|
164K
$2.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
743+ 5.45% |
$10.6K - $11.2K
|
14.4K
$209K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
599+ 2.88% |
$8.51K - $9.06K
|
21.4K
$310K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
550+ 0.55% |
$7.81K - $8.32K
|
101K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
470+ 141.99% |
$6.67K - $7.11K
|
801
$11.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
462+ 2.15% |
$6.56K - $6.99K
|
21.9K
$319K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
392New |
$5.57K - $5.93K
|
392
$5.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
239+ 0.64% |
$3.39K - $3.61K
|
37.5K
$545K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
210+ 1.97% |
$2.98K - $3.18K
|
10.9K
$158K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
191+ 1.0% |
$2.71K - $2.89K
|
19.3K
$280K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
33+ 2.69% |
$469 - $499
|
1.26K
$18.3K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
23+ 0.71% |
$327 - $348
|
3.25K
$47.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
10+ 0.1% |
$142 - $151
|
10.1K
$147K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
8+ 2.08% |
$114 - $121
|
393
$5.71K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
6+ 0.04% |
$85.2 - $90.7
|
14.9K
$217K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
364KNew |
$5.06M - $5.27M
|
364K
$5.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
18.5K+ 88.22% |
$258K - $268K
|
39.5K
$574K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15.8KNew |
$220K - $230K
|
15.8K
$230K
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
10.6KNew |
$147K - $153K
|
10.6K
$154K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.5K+ 3.0% |
$20.9K - $21.8K
|
51.5K
$748K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
441KNew |
$6.03M - $6.46M
|
441K
$6.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
42.8KNew |
$585K - $627K
|
42.8K
$622K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
15.2KNew |
$208K - $223K
|
15.2K
$221K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
15KNew |
$205K - $219K
|
15K
$217K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
10.3KNew |
$141K - $151K
|
10.3K
$150K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
7.5KNew |
$103K - $110K
|
7.5K
$109K
|
|