First Trust High Yield Opportunities 2027 Term Fund FTHY

Institutional shares held 14.6 Million

0 calls

0 puts

Total value of holdings $207M

$0 calls

$0 puts

Market Cap N/A

Institutional ownership N/A

# of Institutions 88

We take great care to ensure that the data presented and summarized in this overview for FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.

Quarterly Institutional Activity in FTHY

Shares Bought

Shares Sold

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Top Institutions Holding FTHY

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Latest Institutional Activity in FTHY

Top Purchases

Q1 2025

Transcend Capital Advisors, LLC Shares Held: 65.1K ($924K)

65.1K Shares purchased

New Holding

Q1 2025

Huntleigh Advisors, Inc. Shares Held: 579K ($8.21M)

38.3K Shares purchased

7.08% Added

Q1 2025

Concurrent Investment Advisors, LLC Shares Held: 26.6K ($377K)

26.6K Shares purchased

New Holding

Q1 2025

Insight Advisors, LLC Shares Held: 59.2K ($841K)

21.5K Shares purchased

56.84% Added

Q1 2025

Magnus Financial Group LLC Shares Held: 53.5K ($760K)

20.1K Shares purchased

60.25% Added

View All Buyers

Top Sells

Q1 2025

World Equity Group, Inc. Shares Held: 90.6K ($1.29M)

31.6K Shares sold

25.86% Reduced

Q1 2025

Kennedy Investment Group Shares Held: 1.15M ($16.4M)

17K Shares sold

1.46% Reduced

Q1 2025

Nova Point Capital, LLC Shares Held: 13.8K ($195K)

1K Shares sold

6.77% Reduced

Q1 2025

Perigon Wealth Management, LLC Shares Held: 14K ($198K)

415 Shares sold

2.89% Reduced

Q4 2024

Bullseye Investment Management, LLC Shares Held: 73.6K ($1.04M)

97.1K Shares sold

56.9% Reduced

View All Sellers

About FTHY

Insider Transactions at FTHY

Insider Transaction List

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Date	Insider	Transaction	Ownership Type	Shares Traded	Value / Price
Date	Insider	Transaction	Ownership Type	Shares Traded	Value / Price
Apr 22 2025	James M Dykas President, CEO	BUY Open market or private purchase	Direct	400 +41.67%	$5,200 $13.81 P/Share
Mar 12 2025	James A Bowen Director	BUY Open market or private purchase	Direct	30,000 +15.04%	$420,000 $14.46 P/Share
Oct 01 2024	James A Bowen Director	BUY Open market or private purchase	Direct	12,130 +8.0%	$181,950 $15.09 P/Share
Sep 30 2024	James A Bowen Director	BUY Open market or private purchase	Direct	4,370 +3.42%	$65,550 $15.2 P/Share
Sep 10 2024	James A Bowen Director	BUY Open market or private purchase	Direct	17,000 +12.14%	$238,000 $14.75 P/Share
Jun 18 2024	David Mcgarel Officer-Investment Adviser	BUY Open market or private purchase	Direct	14,000 +32.97%	$196,000 $14.01 P/Share
Apr 12 2024	James A Bowen Director	BUY Open market or private purchase	Direct	20,000 +15.87%	$280,000 $14.07 P/Share
Apr 10 2024	William A Housey Jr	BUY Open market or private purchase	Direct	3,600 +12.2%	$50,400 $14.25 P/Share
Apr 08 2024	Daniel J Lindquist Vice President	BUY Open market or private purchase	Indirect	3,500 +36.96%	$49,000 $14.3 P/Share
Apr 03 2024	James A Bowen Director	BUY Open market or private purchase	Direct	16,000 +15.69%	$224,000 $14.25 P/Share
Mar 26 2024	James A Bowen Director	BUY Open market or private purchase	Direct	50,000 +41.67%	$700,000 $14.5 P/Share
Mar 07 2022	James A Bowen Director	BUY Open market or private purchase	Direct	20,000 +50.0%	$340,000 $17.74 P/Share
Feb 24 2022	William A Housey Jr	BUY Open market or private purchase	Direct	3,000 +27.27%	$51,000 $17.65 P/Share
Feb 24 2022	Jeffrey M Scott	BUY Open market or private purchase	Direct	2,500 +43.48%	$42,500 $17.73 P/Share
Jul 15 2021	Jeffrey M Scott	BUY Open market or private purchase	Direct	750 +50.0%	$15,000 $20.41 P/Share
Dec 29 2020	William A Housey Jr	BUY Open market or private purchase	Direct	5,000 +39.52%	$95,000 $19.95 P/Share
Dec 29 2020	Orlando Purpura	BUY Open market or private purchase	Direct	800 +37.82%	$16,000 $20.01 P/Share

View All Transactions

Last 12 Months Summary

Buy / Acquisition

77.9K Shares

From 3 Insiders

Open market or private purchase	77.9K shares

Sell / Disposition

0 Shares

From 0 Insiders

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Insider Trading

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Operation

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Type

P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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Track Activities on FTHY

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First Trust High Yield Opportunities 2027 Term Fund FTHY

Quarterly Institutional Activity in FTHY

Top Institutions Holding FTHY

Latest Institutional Activity in FTHY

Top Purchases

Top Sells

About FTHY

Insider Transactions at FTHY

Insider Transaction List

Last 12 Months Summary

Track Institutional and Insider Activities on FTHY

Institutional Portfolio Updates

Insider Trading

News