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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.5K- 2.91% |
$20.5K - $22K
|
50K
$724K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.24K- 2.48% |
$30.6K - $32.8K
|
88.2K
$1.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4K- 38.83% |
$54.7K - $58.6K
|
6.3K
$91.2K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.51K- 27.24% |
$61.6K - $66K
|
12K
$174K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-4.89K- 6.06% |
$66.8K - $71.6K
|
75.8K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-5.07K- 1.21% |
$69.3K - $74.2K
|
413K
$5.98M
|
|
|
May 20, 2024
Q1 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-6.05K- 2.87% |
$82.7K - $88.6K
|
205K
$2.97M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.55K- 1.45% |
$103K - $111K
|
513K
$7.43M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-8.73K- 5.62% |
$119K - $128K
|
147K
$2.12M
|
|
|
May 10, 2024
Q1 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-11.1K- 15.43% |
$152K - $162K
|
60.7K
$879K
|
|
|
Nov 13, 2024
Q1 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-16.5K- 33.76% |
$225K - $241K
|
32.3K
$467K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-18.7K- 46.71% |
$256K - $274K
|
21.4K
$309K
|
|
|
May 08, 2024
Q1 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-24.3K- 37.36% |
$332K - $356K
|
40.7K
$589K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31.7K- 1.07% |
$433K - $464K
|
2.93M
$42.3M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-37.8K- 19.97% |
$517K - $554K
|
151K
$2.19M
|
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-42.9K- 48.16% |
$587K - $629K
|
46.2K
$669K
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-43K- 56.33% |
$588K - $631K
|
33.4K
$483K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-51.3K- 46.96% |
$701K - $752K
|
58K
$839K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-53K- 74.79% |
$725K - $777K
|
17.9K
$259K
|
|
|
May 14, 2024
Q1 2024
|
Meteora Capital, LLC
Boca Raton, FL |
SELL
|
- |
-53.2K- 52.69% |
$727K - $780K
|
47.8K
$691K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-116K- 52.49% |
$1.59M - $1.7M
|
105K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-143K- 10.26% |
$1.95M - $2.09M
|
1.25M
$18M
|
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-367K- 43.06% |
$5.02M - $5.38M
|
486K
$7.03M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-536K- 15.47% |
$7.32M - $7.85M
|
2.93M
$42.3M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-536K- 15.47% |
$7.32M - $7.85M
|
2.93M
$42.3M
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-632K- 90.88% |
$8.64M - $9.26M
|
63.4K
$918K
|