Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
27.5KNew |
$399K - $409K
|
27.5K
$389K
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
18.3K+ 19.68% |
$265K - $272K
|
111K
$1.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
BUY
|
- |
13.5K+ 6.44% |
$195K - $200K
|
223K
$3.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.97KNew |
$28.5K - $29.2K
|
1.97K
$27.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
340+ 1.4% |
$4.93K - $5.05K
|
24.6K
$347K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
86+ 0.8% |
$1.25K - $1.28K
|
10.9K
$154K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
35+ 2.58% |
$507 - $520
|
1.39K
$19.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-6- 0.04% |
$86.9 - $89.2
|
14.9K
$211K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-659- 1.54% |
$9.55K - $9.79K
|
42K
$594K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-992- 6.21% |
$14.4K - $14.7K
|
15K
$211K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.9K- 8.12% |
$56.4K - $57.9K
|
44.1K
$623K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.7K- 2.1% |
$199K - $204K
|
638K
$9M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-31.4K- 7.6% |
$456K - $467K
|
382K
$5.4M
|