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
$13.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
65.1KNew |
$932K - $964K
|
65.1K
$925K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
38.3K+ 7.08% |
$548K - $567K
|
579K
$8.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
26.6KNew |
$380K - $393K
|
26.6K
$377K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
21.5K+ 56.84% |
$307K - $318K
|
59.2K
$841K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
20.1K+ 60.25% |
$288K - $298K
|
53.5K
$760K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
12K+ 2.73% |
$172K - $177K
|
451K
$6.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
11.2K+ 9.53% |
$160K - $166K
|
129K
$1.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
6.27K+ 1.81% |
$89.7K - $92.8K
|
352K
$5M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.79K+ 3.2% |
$68.6K - $71K
|
155K
$2.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4.61K+ 27.57% |
$66K - $68.3K
|
21.3K
$303K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.85K+ 3.71% |
$40.8K - $42.2K
|
79.7K
$1.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.18K+ 118000.0% |
$16.9K - $17.5K
|
1.18K
$16.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
891+ 0.26% |
$12.8K - $13.2K
|
340K
$4.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
800New |
$11.4K - $11.8K
|
800
$11.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
724+ 4.89% |
$10.4K - $10.7K
|
15.5K
$220K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
565+ 3.93% |
$8.09K - $8.36K
|
14.9K
$212K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
380+ 2.11% |
$5.44K - $5.62K
|
18.4K
$261K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
239+ 1.22% |
$3.42K - $3.54K
|
19.8K
$281K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
170+ 1.06% |
$2.43K - $2.52K
|
16.3K
$231K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12+ 0.34% |
$172 - $178
|
3.53K
$50.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-415- 2.89% |
$5.94K - $6.14K
|
14K
$198K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-1K- 6.77% |
$14.3K - $14.8K
|
13.8K
$196K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.54K- 52.94% |
$36.3K - $37.6K
|
2.26K
$32.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-17K- 1.46% |
$244K - $252K
|
1.15M
$16.4M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-31.6K- 25.86% |
$452K - $468K
|
90.6K
$1.29M
|