Ever Source Wealth Advisors, LLC First Trust High Yield Opportunities 2027 Term Fund Transaction History

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in First Trust High Yield Opportunities 2027 Term Fund stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 415 shares of FTHY stock, worth $6,038. This represents 0.0% of its overall portfolio holdings.

Number of Shares

415

Previous 405 2.47%

Holding current value

$6,038

Previous $6,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$14.43 - $15.02 $144 - $150	10 Added 2.47%	415 $6,000
Q3 2024 Nov 08, 2024	SELL	$14.2 - $15.12 $21,527 - $22,921	-1,516 Reduced 78.92%	405 $6,000
Q2 2024 Aug 13, 2024	BUY	$13.92 - $14.5 $709 - $739	51 Added 2.73%	1,921 $27,000
Q1 2024 Jun 11, 2024	BUY	$13.67 - $14.65 $915 - $981	67 Added 3.72%	1,870 $27,000
Q4 2023 Feb 09, 2024	BUY	$12.68 - $14.07 $659 - $731	52 Added 2.97%	1,803 $25,000
Q3 2023 Nov 03, 2023	BUY	$13.32 - $14.0 $652 - $686	49 Added 2.88%	1,751 $23,000
Q2 2023 Aug 04, 2023	BUY	$13.47 - $14.25 $633 - $669	47 Added 2.84%	1,702 $23,000
Q1 2023 May 11, 2023	BUY	$13.29 - $14.87 $199 - $223	15 Added 0.91%	1,655 $23,000
Q4 2021 Feb 07, 2022	BUY	$19.7 - $21.04 $32,308 - $34,505	1,640 New	1,640 $33,000

Others Institutions Holding FTHY

# of Institutions

Shares Held

13.6M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND

Ticker FTHY
Exchange NYSE
Sector Technology

More about FTHY

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Account

Ever Source Wealth Advisors, LLC First Trust High Yield Opportunities 2027 Term Fund Transaction History