Blue Chip Wealth Advisors LLC First Trust High Yield Opportunities 2027 Term Fund Transaction History

Blue Chip Wealth Advisors LLC

  • $170 Billion
  • Q2 2024

A detailed history of Blue Chip Wealth Advisors LLC transactions in First Trust High Yield Opportunities 2027 Term Fund stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 46,237 shares of FTHY stock, worth $677,834. This represents 0.39% of its overall portfolio holdings.

Number of Shares
46,237
Previous 87,237 47.0%
Holding current value
$677,834
Previous $1.27 Billion 47.8%
% of portfolio
0.39%
Previous 0.82%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$13.92 - $14.5 $570,720 - $594,500
-41,000 Reduced 47.0%
46,237 $662 Million
Q1 2024

Apr 30, 2024
BUY
$13.67 - $14.65 $201,454 - $215,897
14,737 Added 20.33%
87,237 $1.27 Billion
Q4 2023

Mar 15, 2024
BUY
$12.68 - $14.07 $919,300 - $1.02 Million
72,500 New
72,500 $1.01 Billion

Others Institutions Holding FTHY

# of Institutions
79
Shares Held
12.8M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND

FTHY Quotes by TradingView
  • Ticker FTHY
  • Exchange NYSE
  • Sector Technology
More about FTHY
Track This Portfolio

Track Blue Chip Wealth Advisors LLC Portfolio

Follow Blue Chip Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Chip Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Chip Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email