Kestra Private Wealth Services, LLC First Trust High Yield Opportunities 2027 Term Fund Transaction History

Kestra Private Wealth Services, LLC

  • $7.16 Billion
  • Q3 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in First Trust High Yield Opportunities 2027 Term Fund stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 49,215 shares of FTHY stock, worth $687,533. This represents 0.01% of its overall portfolio holdings.

Number of Shares
49,215
Previous 53,782 8.49%
Holding current value
$687,533
Previous $798,000 10.65%
% of portfolio
0.01%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$14.49 - $14.86 $66,175 - $67,865
-4,567 Reduced 8.49%
49,215 $713,000
Q2 2025

Aug 07, 2025
SELL
$13.21 - $14.85 $99,999 - $112,414
-7,570 Reduced 12.34%
53,782 $798,000
Q1 2025

May 05, 2025
BUY
$14.31 - $14.8 $173,265 - $179,198
12,108 Added 24.59%
61,352 $886,000
Q4 2024

Jan 28, 2025
SELL
$14.43 - $15.02 $345,006 - $359,113
-23,909 Reduced 32.68%
49,244 $713,000
Q3 2024

Nov 13, 2024
SELL
$14.2 - $15.12 $144,982 - $154,375
-10,210 Reduced 12.25%
73,153 $1.11 Million
Q2 2024

Aug 12, 2024
SELL
$13.92 - $14.5 $67,303 - $70,107
-4,835 Reduced 5.48%
83,363 $1.19 Million
Q1 2024

May 02, 2024
SELL
$13.67 - $14.65 $30,607 - $32,801
-2,239 Reduced 2.48%
88,198 $1.28 Million
Q4 2023

Feb 05, 2024
SELL
$12.68 - $14.07 $19,489 - $21,625
-1,537 Reduced 1.67%
90,437 $1.26 Million
Q3 2023

Nov 07, 2023
BUY
$13.32 - $14.0 $941,271 - $989,324
70,666 Added 331.64%
91,974 $1.23 Million
Q2 2023

Aug 08, 2023
SELL
$13.47 - $14.25 $203,006 - $214,761
-15,071 Reduced 41.43%
21,308 $292,000
Q1 2023

May 12, 2023
SELL
$13.29 - $14.87 $468,273 - $523,944
-35,235 Reduced 49.2%
36,379 $507,000
Q4 2022

Jan 31, 2023
SELL
$13.24 - $14.68 $357,890 - $396,815
-27,031 Reduced 27.4%
71,614 $965,000
Q3 2022

Nov 14, 2022
BUY
$13.47 - $16.08 $53,031 - $63,306
3,937 Added 4.16%
98,645 $1.33 Million
Q2 2022

Aug 12, 2022
BUY
$13.81 - $17.72 $4,350 - $5,581
315 Added 0.33%
94,708 $1.38 Million
Q1 2022

May 26, 2022
SELL
$17.04 - $20.75 $25,236 - $30,730
-1,481 Reduced 1.54%
94,393 $1.64 Million
Q3 2021

Oct 21, 2021
SELL
$20.01 - $21.06 $50,025 - $52,650
-2,500 Reduced 2.54%
95,874 $1.97 Million
Q2 2021

Jul 30, 2021
BUY
$19.69 - $20.25 $123,338 - $126,846
6,264 Added 6.8%
98,374 $1.97 Million
Q1 2021

May 11, 2021
BUY
$19.4 - $20.07 $986,683 - $1.02 Million
50,860 Added 123.3%
92,110 $1.83 Million
Q4 2020

Jan 21, 2021
BUY
$19.43 - $20.6 $801,487 - $849,750
41,250 New
41,250 $829 Million

Others Institutions Holding FTHY

# of Institutions
93
Shares Held
15.1M
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
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