Heritage Wealth Management, LLC First Trust High Yield Opportunities 2027 Term Fund Transaction History

Heritage Wealth Management, LLC

  • $177 Million
  • Q2 2024

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Aug 15, 2022
SELL
$17.04 - $20.75 $59,640 - $72,625
-3,500 Reduced 77.78%
1,000 $17,000
Q1 2021

Jul 16, 2021
BUY
$19.4 - $20.07 $87,300 - $90,315
4,500 New
4,500 $89,000

Others Institutions Holding FTHY

# of Institutions
84
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 Heritage Wealth Management, LLC Portfolio

Follow Heritage Wealth Management, 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 Heritage Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email