M Holdings Securities, Inc. First Trust High Yield Opportunities 2027 Term Fund Transaction History

M Holdings Securities, Inc.

$620 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	SELL	$13.81 - $17.72 $151,412 - $194,282	-10,964 Closed	0 $0
Q1 2022 May 24, 2022	BUY	$17.04 - $20.75 $186,826 - $227,503	10,964 New	10,964 $191,000

Others Institutions Holding FTHY

# of Institutions

88

Shares Held

13.6M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.95M
Shares

$42.8 Million
0.0% of portfolio
Kennedy Investment Group West Depford, NJ

1.17M
Shares

$17 Million
7.67% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

919K
Shares

$13.3 Million
0.76% of portfolio
Sit Investment Associates Inc Minneapolis, MN

818K
Shares

$11.9 Million
0.27% of portfolio
Royal Bank Of Canada Toronto, A6

750K
Shares

$10.9 Million
0.0% of portfolio

About FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND

Ticker FTHY
Exchange NYSE
Sector Technology

More about FTHY

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