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 |
|---|---|---|---|---|---|---|---|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-81- 12.96% |
$1.16K - $1.2K
|
544
$7.98K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-367- 88.43% |
$5.25K - $5.43K
|
48
$704
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-415- 2.89% |
$5.94K - $6.14K
|
14K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1K- 48.24% |
$14.3K - $14.8K
|
1.07K
$15.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-1K- 6.77% |
$14.3K - $14.8K
|
13.8K
$202K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.38K- 3.04% |
$19.7K - $20.4K
|
44.1K
$646K
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-1.55K- 2.1% |
$22.1K - $22.9K
|
72K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.98K- 5.42% |
$28.4K - $29.3K
|
34.6K
$507K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2K- 7.78% |
$28.6K - $29.6K
|
23.7K
$348K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.54K- 52.94% |
$36.3K - $37.6K
|
2.26K
$33.1K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-2.71K- 4.93% |
$38.8K - $40.1K
|
52.2K
$765K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.42K- 24.97% |
$48.9K - $50.6K
|
10.3K
$151K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.9KClosed |
$84.4K - $87.3K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.91K- 24.74% |
$113K - $117K
|
24K
$352K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.54K- 1.14% |
$122K - $126K
|
741K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-9.86K- 1.74% |
$141K - $146K
|
556K
$8.15M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-12.1K- 22.04% |
$173K - $179K
|
42.8K
$628K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-13.7K- 13.83% |
$196K - $203K
|
85.5K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15.5K- 11.89% |
$221K - $229K
|
115K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.7K- 9.73% |
$224K - $232K
|
145K
$2.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-17K- 1.46% |
$244K - $252K
|
1.15M
$16.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-20K- 20.6% |
$286K - $295K
|
76.9K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-30.3K- 4.33% |
$433K - $448K
|
668K
$9.79M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-31.6K- 25.86% |
$452K - $468K
|
90.6K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-267K- 73.78% |
$3.82M - $3.95M
|
94.8K
$1.39M
|