Sterling Manor Financial, LLC First Trust High Yield Opportunities 2027 Term Fund Transaction History

Sterling Manor Financial, LLC

$136 Million
Q4 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 03, 2022	SELL	$13.81 - $17.72 $2.25 Million - $2.89 Million	-163,223 Closed	0 $0
Q1 2022 Apr 21, 2022	SELL	$17.04 - $20.75 $261,257 - $318,139	-15,332 Reduced 8.59%	163,223 $2.84 Million
Q4 2021 Jan 21, 2022	SELL	$19.7 - $21.04 $4,274 - $4,565	-217 Reduced 0.12%	178,555 $3.61 Million
Q3 2021 Oct 08, 2021	SELL	$20.01 - $21.06 $16,128 - $16,974	-806 Reduced 0.45%	178,772 $3.67 Million
Q2 2021 Jul 16, 2021	SELL	$19.69 - $20.25 $65,272 - $67,128	-3,315 Reduced 1.81%	179,578 $3.6 Million
Q1 2021 Apr 20, 2021	BUY	$19.4 - $20.07 $9,835 - $10,175	507 Added 0.28%	182,893 $3.63 Million
Q4 2020 Feb 01, 2021	BUY	$19.43 - $20.6 $3.54 Million - $3.76 Million	182,386 New	182,386 $3.71 Million

Others Institutions Holding FTHY

# of Institutions

84

Shares Held

12.8M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.97M
Shares

$43.5 Million
0.0% of portfolio
Kennedy Investment Group West Depford, NJ

1.17M
Shares

$17.1 Million
7.67% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

1.01M
Shares

$14.8 Million
0.84% of portfolio
Royal Bank Of Canada Toronto, A6

725K
Shares

$10.6 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

667K
Shares

$9.77 Million
0.02% of portfolio

About FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND

Ticker FTHY
Exchange NYSE
Sector Technology

More about FTHY

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