Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
921KNew |
$13.2M - $13.6M
|
921K
$13.5M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
489K+ 59.84% |
$7M - $7.24M
|
1.31M
$19.2M
|
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
167K+ 18.22% |
$2.39M - $2.48M
|
1.09M
$15.9M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
70.4K+ 142.59% |
$1.01M - $1.04M
|
120K
$1.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
65.1KNew |
$932K - $964K
|
65.1K
$955K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
38.3K+ 7.08% |
$548K - $567K
|
579K
$8.48M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
37.2K+ 19.92% |
$532K - $550K
|
224K
$3.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
26.6KNew |
$380K - $393K
|
26.6K
$389K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.4K+ 10.87% |
$335K - $347K
|
239K
$3.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
21.5K+ 56.84% |
$307K - $318K
|
59.2K
$869K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
21.3K+ 74.3% |
$305K - $316K
|
50.1K
$734K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
20.1K+ 60.25% |
$288K - $298K
|
53.5K
$785K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
19.8K+ 19.14% |
$283K - $293K
|
123K
$1.8M
|
|
|
May 09, 2025
Q1 2025
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
18K+ 5.2% |
$258K - $267K
|
364K
$5.34M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
16.6KNew |
$237K - $245K
|
16.6K
$243K
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
12.4K+ 44.41% |
$178K - $184K
|
40.4K
$592K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.1K+ 24.59% |
$173K - $179K
|
61.4K
$899K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
12K+ 2.73% |
$172K - $177K
|
451K
$6.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
11.2K+ 9.53% |
$160K - $166K
|
129K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.51K+ 0.22% |
$93.1K - $96.3K
|
2.95M
$43.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
6.27K+ 1.81% |
$89.7K - $92.8K
|
352K
$5.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.79K+ 3.2% |
$68.6K - $71K
|
155K
$2.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4.61K+ 27.57% |
$66K - $68.3K
|
21.3K
$313K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.98K+ 1.19% |
$57K - $58.9K
|
337K
$4.95M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.46K+ 26.37% |
$49.5K - $51.1K
|
16.6K
$243K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.85K+ 3.71% |
$40.8K - $42.2K
|
79.7K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.83K+ 2.63% |
$40.5K - $41.9K
|
111K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.75KNew |
$39.4K - $40.7K
|
2.75K
$40.3K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.22K+ 0.43% |
$31.8K - $32.9K
|
518K
$7.6M
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.88K+ 1.25% |
$26.9K - $27.8K
|
152K
$2.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.18K+ 118000.0% |
$16.9K - $17.5K
|
1.18K
$17.3K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.03KNew |
$14.7K - $15.2K
|
1.03K
$15.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
891+ 0.26% |
$12.8K - $13.2K
|
340K
$4.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
800New |
$11.4K - $11.8K
|
800
$11.7K
|
|
|
Jun 04, 2025
Q1 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
745+ 2.78% |
$10.7K - $11K
|
27.5K
$403K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
724+ 4.89% |
$10.4K - $10.7K
|
15.5K
$228K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
625New |
$8.94K - $9.25K
|
625
$9.16K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
565+ 3.93% |
$8.09K - $8.36K
|
14.9K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
553New |
$7.91K - $8.18K
|
553
$8.11K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
539+ 2.64% |
$7.71K - $7.98K
|
21K
$307K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
380+ 2.11% |
$5.44K - $5.62K
|
18.4K
$269K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
239+ 1.22% |
$3.42K - $3.54K
|
19.8K
$290K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
170+ 1.06% |
$2.43K - $2.52K
|
16.3K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
120New |
$1.72K - $1.78K
|
120
$1.76K
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
82+ 2.59% |
$1.17K - $1.21K
|
3.25K
$47.6K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
33+ 2.56% |
$472 - $488
|
1.32K
$19.4K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
26New |
$372 - $385
|
26
$381
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12+ 0.34% |
$172 - $178
|
3.53K
$51.7K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
4+ 0.03% |
$57.2 - $59.2
|
14.8K
$217K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$14.3 - $14.8
|
0
$0
|