Latest Institutional Transactions on First Trust High Yield Opportunities 2027 Term Fund (FTHY)
This table provides information on the latest institutional transactions involving First Trust High Yield Opportunities 2027 Term Fund (FTHY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.32K- 4.51% |
$19.1K - $19.8K
|
28K
$403K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
339KNew |
$4.89M - $5.09M
|
339K
$4.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.36KNew |
$19.6K - $20.4K
|
1.36K
$19.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.53K- 6.96% |
$22K - $22.9K
|
20.4K
$294K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
15.2K+ 3.58% |
$219K - $228K
|
439K
$6.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-174- 22.34% |
$2.51K - $2.61K
|
605
$8.72K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
84+ 1.78% |
$1.21K - $1.26K
|
4.8K
$69.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.26K- 1.16% |
$18.2K - $18.9K
|
108K
$1.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-23.9K- 32.68% |
$345K - $359K
|
49.2K
$710K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.37K+ 48.25% |
$121K - $126K
|
25.7K
$370K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.8KNew |
$213K - $222K
|
14.8K
$213K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-600- 3.9% |
$8.66K - $9.01K
|
14.8K
$213K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
277+ 0.74% |
$4K - $4.16K
|
37.8K
$544K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
279+ 1.45% |
$4.03K - $4.19K
|
19.6K
$282K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-26.1K- 2.18% |
$377K - $392K
|
1.17M
$16.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
27.5K+ 30.55% |
$397K - $413K
|
118K
$1.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.18K- 99.92% |
$17K - $17.7K
|
1
$14.4
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-13.7K- 51.43% |
$197K - $205K
|
12.9K
$186K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
5.67K+ 9.94% |
$81.8K - $85.1K
|
62.7K
$904K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
397+ 3.94% |
$5.73K - $5.96K
|
10.5K
$151K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.39K- 15.88% |
$49K - $51K
|
18K
$259K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.79K+ 30.38% |
$112K - $117K
|
33.4K
$481K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-225K- 93.32% |
$3.24M - $3.38M
|
16.1K
$232K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
33+ 2.62% |
$476 - $496
|
1.29K
$18.6K
|
|
| Q3 2024 | |||||||
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-235- 42.73% |
$3.34K - $3.55K
|
315
$4.54K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
63.2KNew |
$897K - $955K
|
63.2K
$910K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
6.18K+ 72.04% |
$87.8K - $93.5K
|
14.8K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.29KNew |
$18.3K - $19.4K
|
1.29K
$18.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-30.7KClosed |
$435K - $464K
|
0
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
392New |
$5.57K - $5.93K
|
392
$5.65K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
21.1KNew |
$300K - $319K
|
21.1K
$304K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
10.1KNew |
$143K - $153K
|
10.1K
$145K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.55K+ 7.02% |
$22K - $23.4K
|
23.6K
$339K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.5K- 36.38% |
$149K - $158K
|
18.3K
$264K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
743+ 5.45% |
$10.6K - $11.2K
|
14.4K
$207K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-502- 82.43% |
$7.13K - $7.59K
|
107
$1.54K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-700- 6.93% |
$9.94K - $10.6K
|
9.4K
$135K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
6+ 0.04% |
$85.2 - $90.7
|
14.9K
$215K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15.8KNew |
$220K - $230K
|
15.8K
$228K
|
|
|
Aug 14, 2024
Q2 2024
|
Meteora Capital, LLC
Boca Raton, FL |
SELL
|
- |
-10K- 21.0% |
$140K - $145K
|
37.8K
$544K
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-9.96K- 29.86% |
$139K - $144K
|
23.4K
$337K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-46.7K- 80.51% |
$650K - $677K
|
11.3K
$163K
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
10.6KNew |
$147K - $153K
|
10.6K
$152K
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
364KNew |
$5.06M - $5.27M
|
364K
$5.24M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-400- 6.35% |
$5.57K - $5.8K
|
5.9K
$85K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
441KNew |
$6.03M - $6.46M
|
441K
$6.35M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
15KNew |
$205K - $219K
|
15K
$216K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-116K- 52.49% |
$1.59M - $1.7M
|
105K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
42.8KNew |
$585K - $627K
|
42.8K
$616K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-5.07K- 1.21% |
$69.3K - $74.2K
|
413K
$5.95M
|
|