Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-42.6K- 47.03% |
$563K - $633K
|
48K
$706K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-2.35K- 5.81% |
$31K - $34.8K
|
38K
$560K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2K- 10.9% |
$26.4K - $29.7K
|
16.4K
$241K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.71K- 3.2% |
$22.6K - $25.4K
|
51.8K
$763K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-345- 1.74% |
$4.56K - $5.12K
|
19.5K
$286K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-267K- 73.78% |
$3.82M - $3.95M
|
94.8K
$1.39M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-30.3K- 4.33% |
$433K - $448K
|
668K
$9.83M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-20K- 20.6% |
$286K - $295K
|
76.9K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.7K- 9.73% |
$224K - $232K
|
145K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15.5K- 11.89% |
$221K - $229K
|
115K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-13.7K- 13.83% |
$196K - $203K
|
85.5K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-12.1K- 22.04% |
$173K - $179K
|
42.8K
$630K
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-9.86K- 1.74% |
$141K - $146K
|
556K
$8.18M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.54K- 1.14% |
$122K - $126K
|
741K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.91K- 24.74% |
$113K - $117K
|
24K
$354K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.9KClosed |
$84.4K - $87.3K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.42K- 24.97% |
$48.9K - $50.6K
|
10.3K
$151K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-2.71K- 4.93% |
$38.8K - $40.1K
|
52.2K
$768K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.54K- 52.94% |
$36.3K - $37.6K
|
2.26K
$33.2K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.98K- 5.42% |
$28.4K - $29.3K
|
34.6K
$509K
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-1.55K- 2.1% |
$22.1K - $22.9K
|
72K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.38K- 3.04% |
$19.7K - $20.4K
|
44.1K
$649K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1K- 48.24% |
$14.3K - $14.8K
|
1.07K
$15.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-1K- 6.77% |
$14.3K - $14.8K
|
13.8K
$203K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-367- 88.43% |
$5.25K - $5.43K
|
48
$707
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-81- 12.96% |
$1.16K - $1.2K
|
544
$8.01K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$14.3 - $14.8
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-37.9K- 39.45% |
$547K - $569K
|
58.2K
$856K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-20K- 38.83% |
$289K - $300K
|
31.5K
$464K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.3K- 6.4% |
$207K - $215K
|
209K
$3.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-13.7K- 51.43% |
$197K - $205K
|
12.9K
$190K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-980- 8.88% |
$14.1K - $14.7K
|
10.1K
$148K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-174- 22.34% |
$2.51K - $2.61K
|
605
$8.91K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-90- 0.06% |
$1.3K - $1.35K
|
146K
$2.14M
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-30.7KClosed |
$435K - $464K
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.5K- 36.38% |
$149K - $158K
|
18.3K
$269K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-700- 6.93% |
$9.94K - $10.6K
|
9.4K
$138K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-502- 82.43% |
$7.13K - $7.59K
|
107
$1.58K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-235- 42.73% |
$3.34K - $3.55K
|
315
$4.64K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-46.7K- 80.51% |
$650K - $677K
|
11.3K
$166K
|
|
|
Aug 14, 2024
Q2 2024
|
Meteora Capital, LLC
Boca Raton, FL |
SELL
|
- |
-10K- 21.0% |
$140K - $145K
|
37.8K
$556K
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-9.96K- 29.86% |
$139K - $144K
|
23.4K
$344K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-116K- 52.49% |
$1.59M - $1.7M
|
105K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-11.1K- 15.43% |
$152K - $162K
|
60.7K
$894K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-5.07K- 1.21% |
$69.3K - $74.2K
|
413K
$6.08M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-82.5K- 51.36% |
$1.1M - $1.15M
|
78.1K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-35.1K- 15.88% |
$468K - $492K
|
186K
$2.74M
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-15.5K- 37.21% |
$206K - $217K
|
26.2K
$385K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-175- 1.59% |
$2.33K - $2.45K
|
10.8K
$160K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Advent Capital Management
New York, NY |
SELL
|
- |
-1.38K- 0.91% |
$18.6K - $19.7K
|
150K
$2.21M
|
|