Purchases and Sales Made in Q1 2024 in First Trust High Yield Opportunities 2027 Term Fund (FTHY)
This table provides information about the institutional ownership of First Trust High Yield Opportunities 2027 Term Fund (FTHY) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
441KNew |
$6.03M - $6.46M
|
441K
$6.38M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
427K+ 107.18% |
$5.84M - $6.26M
|
826K
$12M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
421K+ 2122.49% |
$5.75M - $6.17M
|
441K
$6.38M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
136KNew |
$1.86M - $1.99M
|
136K
$1.96M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
89.5K+ 12.15% |
$1.22M - $1.31M
|
826K
$12M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
86.5K+ 114.0% |
$1.18M - $1.27M
|
162K
$2.35M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
83K+ 99.42% |
$1.13M - $1.22M
|
166K
$2.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
62.3K+ 5.52% |
$852K - $913K
|
1.19M
$17.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
48.1KNew |
$658K - $705K
|
48.1K
$697K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.1KNew |
$644K - $690K
|
47.1K
$681K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
42.8KNew |
$585K - $627K
|
42.8K
$619K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42K+ 34.44% |
$573K - $615K
|
164K
$2.37M
|
|
|
May 10, 2024
Q1 2024
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
38.3K+ 4.12% |
$524K - $562K
|
969K
$14M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
36.7K+ 8.44% |
$502K - $538K
|
472K
$6.83M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.3K+ 20.18% |
$455K - $488K
|
198K
$2.87M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.7K+ 2.96% |
$255K - $274K
|
649K
$9.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
15.2KNew |
$208K - $223K
|
15.2K
$220K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
15.2KNew |
$208K - $223K
|
15.2K
$220K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
15KNew |
$205K - $219K
|
15K
$216K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
14.7K+ 20.33% |
$201K - $216K
|
87.2K
$1.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
11.8KNew |
$161K - $173K
|
11.8K
$171K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
10.3KNew |
$141K - $151K
|
10.3K
$149K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
7.5KNew |
$103K - $110K
|
7.5K
$109K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.55KNew |
$89.6K - $96K
|
6.55K
$94.8K
|
|
|
May 13, 2024
Q1 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
6.02K+ 2.7% |
$82.2K - $88.1K
|
229K
$3.31M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
5.85K+ 45.88% |
$79.9K - $85.6K
|
18.6K
$269K
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
5.23K+ 21.48% |
$71.5K - $76.7K
|
29.6K
$428K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
4.56K+ 228.2% |
$62.4K - $66.9K
|
6.56K
$95K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.42K+ 3.83% |
$60.4K - $64.8K
|
120K
$1.73M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.08K+ 12.36% |
$55.7K - $59.7K
|
37K
$536K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.78K+ 12.08% |
$38K - $40.7K
|
25.8K
$373K
|
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
2.74K+ 2.03% |
$37.4K - $40.1K
|
138K
$1.99M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.96K+ 15.14% |
$26.8K - $28.7K
|
14.9K
$216K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.75K+ 2.17% |
$23.9K - $25.6K
|
82.4K
$1.19M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.32K+ 6.34% |
$18.1K - $19.4K
|
22.2K
$321K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.06K+ 5.31% |
$14.5K - $15.5K
|
21K
$304K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
794+ 1.04% |
$10.9K - $11.6K
|
77K
$1.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
657+ 4.08% |
$8.98K - $9.63K
|
16.7K
$242K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
500New |
$6.84K - $7.33K
|
500
$7.24K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
207+ 2.02% |
$2.83K - $3.03K
|
10.5K
$151K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
67+ 3.72% |
$916 - $982
|
1.87K
$27.1K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
41New |
$560 - $601
|
41
$593
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
32+ 2.76% |
$437 - $469
|
1.19K
$17.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
23+ 0.72% |
$314 - $337
|
3.21K
$46.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-83- 4.35% |
$1.13K - $1.22K
|
1.83K
$26.4K
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-83- 2.67% |
$1.13K - $1.22K
|
3.03K
$43.9K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-285- 1.34% |
$3.9K - $4.18K
|
21K
$303K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-481- 3.62% |
$6.58K - $7.05K
|
12.8K
$185K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-937- 5.75% |
$12.8K - $13.7K
|
15.4K
$222K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.22K- 7.51% |
$16.7K - $17.8K
|
15K
$217K
|