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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
5.67K+ 9.94% |
$81.8K - $85.1K
|
62.7K
$920K
|
|
|
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
$20K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
397+ 3.94% |
$5.73K - $5.96K
|
10.5K
$154K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
213+ 1.96% |
$3.07K - $3.2K
|
11.1K
$163K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
12+ 3.05% |
$173 - $180
|
405
$5.94K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
63.2KNew |
$897K - $955K
|
63.2K
$926K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
21.1KNew |
$300K - $319K
|
21.1K
$310K
|
|
|
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
$346K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
392New |
$5.57K - $5.93K
|
392
$5.75K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
6+ 0.04% |
$85.2 - $90.7
|
14.9K
$219K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
364KNew |
$5.06M - $5.27M
|
364K
$5.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15.8KNew |
$220K - $230K
|
15.8K
$232K
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
10.6KNew |
$147K - $153K
|
10.6K
$155K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
441KNew |
$6.03M - $6.46M
|
441K
$6.47M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
42.8KNew |
$585K - $627K
|
42.8K
$628K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
15.2KNew |
$208K - $223K
|
15.2K
$223K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
15KNew |
$205K - $219K
|
15K
$219K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
10.3KNew |
$141K - $151K
|
10.3K
$151K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
7.5KNew |
$103K - $110K
|
7.5K
$110K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.55KNew |
$89.6K - $96K
|
6.55K
$96.1K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
41New |
$560 - $601
|
41
$601
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
853KNew |
$10.8M - $12M
|
853K
$12.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
32.5KNew |
$412K - $457K
|
32.5K
$476K
|
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
18.5KNew |
$235K - $261K
|
18.5K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
12.8KNew |
$162K - $180K
|
12.8K
$187K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
12KNew |
$152K - $169K
|
12K
$176K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.4KNew |
$132K - $146K
|
10.4K
$153K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.65KNew |
$20.9K - $23.2K
|
1.65K
$24.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
400New |
$5.07K - $5.63K
|
400
$5.87K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
70New |
$888 - $985
|
70
$1.03K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
27New |
$342 - $380
|
27
$396
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
36.1KNew |
$481K - $506K
|
36.1K
$530K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1New |
$13.3 - $14
|
1
$14.7
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
500New |
$6.74K - $7.13K
|
500
$7.34K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
370+ 3.12% |
$4.98K - $5.27K
|
12.2K
$179K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
19.2KNew |
$255K - $285K
|
19.2K
$282K
|
|
|
May 10, 2023
Q1 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
18KNew |
$240K - $268K
|
18K
$265K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
43.1KNew |
$571K - $633K
|
43.1K
$633K
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
12.9KNew |
$170K - $189K
|
12.9K
$189K
|
|
|
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 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
868New |
$11.5K - $12.7K
|
868
$12.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
15New |
$199 - $220
|
15
$220
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
20.6KNew |
$278K - $332K
|
20.6K
$303K
|
|
|
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
$162K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
146KNew |
$2.02M - $2.59M
|
146K
$2.14M
|
|
|
Aug 12, 2022
Q2 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
18.2KNew |
$251K - $323K
|
18.2K
$267K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.05KNew |
$14.5K - $18.6K
|
1.05K
$15.4K
|
|