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 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.39KNew |
$97.6K - $110K
|
7.39K
$108K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
2.69K+ 0.23% |
$35.5K - $39.9K
|
1.16M
$16.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2K+ 14.32% |
$26.4K - $29.7K
|
16K
$234K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
35+ 2.64% |
$462 - $520
|
1.36K
$19.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-345- 1.74% |
$4.56K - $5.12K
|
19.5K
$285K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.71K- 3.2% |
$22.6K - $25.4K
|
51.8K
$760K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2K- 10.9% |
$26.4K - $29.7K
|
16.4K
$240K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-2.35K- 5.81% |
$31K - $34.8K
|
38K
$558K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-42.6K- 47.03% |
$563K - $633K
|
48K
$703K
|