Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
BUY
|
- |
209KNew |
$2.76M - $3.11M
|
209K
$2.95M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
203K+ 6.88% |
$2.69M - $3.02M
|
3.16M
$44.6M
|
|
|
Aug 08, 2025
Q2 2025
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
129K+ 35.42% |
$1.71M - $1.92M
|
494K
$6.97M
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
94.5K+ 162.42% |
$1.25M - $1.4M
|
153K
$2.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
94.2K+ 7.21% |
$1.24M - $1.4M
|
1.4M
$19.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
81.3K+ 306.19% |
$1.07M - $1.21M
|
108K
$1.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
35.5K+ 27.53% |
$468K - $527K
|
164K
$2.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
27.1K+ 4.68% |
$358K - $402K
|
606K
$8.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25K+ 10.45% |
$330K - $371K
|
264K
$3.73M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
20.2K+ 30.98% |
$267K - $300K
|
85.3K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
19.6K+ 1.8% |
$258K - $290K
|
1.11M
$15.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.8KNew |
$143K - $160K
|
10.8K
$152K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
10.7K+ 3.04% |
$141K - $159K
|
363K
$5.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.66K+ 6.24% |
$128K - $143K
|
164K
$2.32M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.41K+ 3.54% |
$97.9K - $110K
|
217K
$3.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.39KNew |
$97.6K - $110K
|
7.39K
$104K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.5KNew |
$72.7K - $81.7K
|
5.5K
$77.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5K+ 465.98% |
$66.1K - $74.3K
|
6.07K
$85.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
4.96K+ 3.27% |
$65.6K - $73.7K
|
157K
$2.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.26K+ 27.45% |
$56.3K - $63.3K
|
19.8K
$279K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.94K+ 3.2% |
$52K - $58.5K
|
127K
$1.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.88K+ 23.43% |
$51.3K - $57.6K
|
20.4K
$289K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.58K+ 6.04% |
$47.3K - $53.1K
|
62.8K
$887K
|
|
|
Aug 14, 2025
Q2 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
2.81K+ 0.5% |
$37.1K - $41.7K
|
559K
$7.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
2.69K+ 0.23% |
$35.5K - $39.9K
|
1.16M
$16.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2K+ 14.32% |
$26.4K - $29.7K
|
16K
$225K
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
1.61K+ 0.47% |
$21.3K - $23.9K
|
341K
$4.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.23K+ 2.86% |
$16.2K - $18.2K
|
44K
$622K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
750New |
$9.91K - $11.1K
|
750
$10.6K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
577+ 3.55% |
$7.62K - $8.57K
|
16.8K
$238K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
541+ 2.28% |
$7.15K - $8.03K
|
24.2K
$342K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
55+ 0.11% |
$727 - $817
|
50.1K
$708K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
35+ 2.64% |
$462 - $520
|
1.36K
$19.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.08% |
$13.2 - $14.9
|
49
$692
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7- 1.29% |
$92.5 - $104
|
537
$7.58K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-8- 0.01% |
$106 - $119
|
111K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-12- 0.34% |
$159 - $178
|
3.52K
$49.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-23- 56.1% |
$304 - $342
|
18
$254
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-29- 24.17% |
$383 - $431
|
91
$1.28K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-84- 0.11% |
$1.11K - $1.25K
|
79.6K
$1.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-344- 1.64% |
$4.54K - $5.11K
|
20.6K
$291K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-345- 1.74% |
$4.56K - $5.12K
|
19.5K
$275K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-480- 21.26% |
$6.34K - $7.13K
|
1.78K
$25.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-525- 0.36% |
$6.94K - $7.8K
|
145K
$2.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-952- 6.44% |
$12.6K - $14.1K
|
13.8K
$195K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-1.14K- 8.84% |
$15K - $16.9K
|
11.8K
$166K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.36K- 3.08% |
$17.9K - $20.2K
|
42.7K
$603K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.71K- 3.2% |
$22.6K - $25.4K
|
51.8K
$732K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.82K- 12.16% |
$24K - $27K
|
13.1K
$185K
|