Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.73K- 29.46% |
$104K - $110K
|
18.5K
$270K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.64K- 6.87% |
$116K - $123K
|
117K
$1.71M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-9K- 44.55% |
$121K - $128K
|
11.2K
$163K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.5K- 9.61% |
$182K - $193K
|
127K
$1.86M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-15.1K- 29.39% |
$203K - $215K
|
36.2K
$528K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-15.1K- 41.43% |
$203K - $215K
|
21.3K
$311K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-22.7K- 10.95% |
$305K - $323K
|
184K
$2.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-34.4K- 13.46% |
$463K - $490K
|
221K
$3.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-53.3K- 5.76% |
$719K - $760K
|
872K
$12.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-57.1K- 26.23% |
$769K - $814K
|
161K
$2.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-103K- 67.73% |
$1.38M - $1.46M
|
48.8K
$712K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-111K- 3.25% |
$1.5M - $1.59M
|
3.32M
$48.4M
|