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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
BUY
|
- |
209KNew |
$2.76M - $3.11M
|
209K
$3.07M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
203K+ 6.88% |
$2.69M - $3.02M
|
3.16M
$46.4M
|
|
|
Aug 08, 2025
Q2 2025
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
129K+ 35.42% |
$1.71M - $1.92M
|
494K
$7.26M
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
94.5K+ 162.42% |
$1.25M - $1.4M
|
153K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
94.2K+ 7.21% |
$1.24M - $1.4M
|
1.4M
$20.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
81.3K+ 306.19% |
$1.07M - $1.21M
|
108K
$1.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
35.5K+ 27.53% |
$468K - $527K
|
164K
$2.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
27.1K+ 4.68% |
$358K - $402K
|
606K
$8.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25K+ 10.45% |
$330K - $371K
|
264K
$3.88M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
20.2K+ 30.98% |
$267K - $300K
|
85.3K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
19.6K+ 1.8% |
$258K - $290K
|
1.11M
$16.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.8KNew |
$143K - $160K
|
10.8K
$159K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
10.7K+ 3.04% |
$141K - $159K
|
363K
$5.33M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.66K+ 6.24% |
$128K - $143K
|
164K
$2.42M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.41K+ 3.54% |
$97.9K - $110K
|
217K
$3.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.39KNew |
$97.6K - $110K
|
7.39K
$109K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.5KNew |
$72.7K - $81.7K
|
5.5K
$80.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5K+ 465.98% |
$66.1K - $74.3K
|
6.07K
$89.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
4.96K+ 3.27% |
$65.6K - $73.7K
|
157K
$2.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.26K+ 27.45% |
$56.3K - $63.3K
|
19.8K
$291K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.94K+ 3.2% |
$52K - $58.5K
|
127K
$1.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.88K+ 23.43% |
$51.3K - $57.6K
|
20.4K
$300K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.58K+ 6.04% |
$47.3K - $53.1K
|
62.8K
$924K
|
|
|
Aug 14, 2025
Q2 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
2.81K+ 0.5% |
$37.1K - $41.7K
|
559K
$8.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
2.69K+ 0.23% |
$35.5K - $39.9K
|
1.16M
$17M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2K+ 14.32% |
$26.4K - $29.7K
|
16K
$235K
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
1.61K+ 0.47% |
$21.3K - $23.9K
|
341K
$5.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.23K+ 2.86% |
$16.2K - $18.2K
|
44K
$647K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
750New |
$9.91K - $11.1K
|
750
$11K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
577+ 3.55% |
$7.62K - $8.57K
|
16.8K
$248K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
541+ 2.28% |
$7.15K - $8.03K
|
24.2K
$356K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
55+ 0.11% |
$727 - $817
|
50.1K
$737K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
35+ 2.64% |
$462 - $520
|
1.36K
$20K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.08% |
$13.2 - $14.9
|
49
$720
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
16.6KNew |
$237K - $245K
|
16.6K
$244K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4.61K+ 27.57% |
$66K - $68.3K
|
21.3K
$314K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.75KNew |
$39.4K - $40.7K
|
2.75K
$40.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.18K+ 118000.0% |
$16.9K - $17.5K
|
1.18K
$17.4K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.03KNew |
$14.7K - $15.2K
|
1.03K
$15.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
800New |
$11.4K - $11.8K
|
800
$11.8K
|
|
|
Jun 04, 2025
Q1 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
745+ 2.78% |
$10.7K - $11K
|
27.5K
$404K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
553New |
$7.91K - $8.18K
|
553
$8.13K
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
82+ 2.59% |
$1.17K - $1.21K
|
3.25K
$47.8K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
26New |
$372 - $385
|
26
$382
|
|
| Q4 2024 | |||||||
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
28.8KNew |
$415K - $432K
|
28.8K
$423K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
27.3K+ 37.9% |
$394K - $410K
|
99.2K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
24.2KNew |
$349K - $364K
|
24.2K
$356K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.3KNew |
$221K - $230K
|
15.3K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11KNew |
$159K - $165K
|
11K
$162K
|
|