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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-178K- 34.4% |
$2.36M - $2.65M
|
340K
$4.97M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-76.4K- 22.65% |
$1.01M - $1.13M
|
261K
$3.81M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-42.6K- 47.03% |
$563K - $633K
|
48K
$701K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-37.9K- 8.4% |
$501K - $563K
|
414K
$6.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-26.8K- 22.34% |
$354K - $397K
|
93K
$1.36M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.6K- 2.49% |
$220K - $247K
|
651K
$9.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.3K- 6.38% |
$189K - $212K
|
209K
$3.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-13.6K- 15.85% |
$179K - $201K
|
72K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.7K- 1.71% |
$168K - $188K
|
729K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.4K- 13.12% |
$164K - $185K
|
82.3K
$1.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.57K- 12.34% |
$100K - $112K
|
53.8K
$785K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.23K- 3.6% |
$69K - $77.6K
|
140K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.62K- 4.04% |
$61.1K - $68.7K
|
110K
$1.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-3K- 5.75% |
$39.6K - $44.6K
|
49.2K
$718K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.63K- 3.42% |
$34.7K - $39K
|
74.3K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-2.35K- 5.81% |
$31K - $34.8K
|
38K
$555K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2K- 10.9% |
$26.4K - $29.7K
|
16.4K
$239K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.95K- 8.12% |
$25.8K - $29K
|
22.1K
$323K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.82K- 12.16% |
$24K - $27K
|
13.1K
$192K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.71K- 3.2% |
$22.6K - $25.4K
|
51.8K
$757K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.36K- 3.08% |
$17.9K - $20.2K
|
42.7K
$623K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-1.14K- 8.84% |
$15K - $16.9K
|
11.8K
$172K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-952- 6.44% |
$12.6K - $14.1K
|
13.8K
$202K
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-525- 0.36% |
$6.94K - $7.8K
|
145K
$2.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-480- 21.26% |
$6.34K - $7.13K
|
1.78K
$26K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-345- 1.74% |
$4.56K - $5.12K
|
19.5K
$284K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-344- 1.64% |
$4.54K - $5.11K
|
20.6K
$301K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-84- 0.11% |
$1.11K - $1.25K
|
79.6K
$1.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-29- 24.17% |
$383 - $431
|
91
$1.33K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-23- 56.1% |
$304 - $342
|
18
$263
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-12- 0.34% |
$159 - $178
|
3.52K
$51.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-8- 0.01% |
$106 - $119
|
111K
$1.62M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7- 1.29% |
$92.5 - $104
|
537
$7.84K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.42K- 24.97% |
$48.9K - $50.6K
|
10.3K
$150K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.98K- 5.42% |
$28.4K - $29.3K
|
34.6K
$505K
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-1.55K- 2.1% |
$22.1K - $22.9K
|
72K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-1K- 6.77% |
$14.3K - $14.8K
|
13.8K
$201K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-20K- 38.83% |
$289K - $300K
|
31.5K
$460K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-980- 8.88% |
$14.1K - $14.7K
|
10.1K
$147K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-174- 22.34% |
$2.51K - $2.61K
|
605
$8.83K
|
|
| 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
$267K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-700- 6.93% |
$9.94K - $10.6K
|
9.4K
$137K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-502- 82.43% |
$7.13K - $7.59K
|
107
$1.56K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-235- 42.73% |
$3.34K - $3.55K
|
315
$4.6K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-46.7K- 80.51% |
$650K - $677K
|
11.3K
$165K
|
|
|
Aug 14, 2024
Q2 2024
|
Meteora Capital, LLC
Boca Raton, FL |
SELL
|
- |
-10K- 21.0% |
$140K - $145K
|
37.8K
$551K
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-9.96K- 29.86% |
$139K - $144K
|
23.4K
$342K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-116K- 52.49% |
$1.59M - $1.7M
|
105K
$1.54M
|
|
|
May 10, 2024
Q1 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-11.1K- 15.43% |
$152K - $162K
|
60.7K
$887K
|
|