Latest Institutional Purchases of First Trust High Yield Opportunities 2027 Term Fund (FTHY)
This list provides information on the latest institutional transactions involving First Trust High Yield Opportunities 2027 Term Fund (FTHY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
742K+ 976.86% |
$10.7M - $11.1M
|
818K
$11.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
339KNew |
$4.89M - $5.09M
|
339K
$4.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
59.2K+ 12.94% |
$854K - $888K
|
516K
$7.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
54.9KNew |
$793K - $825K
|
54.9K
$800K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.7K+ 31.52% |
$746K - $776K
|
216K
$3.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
34.9K+ 240.6% |
$503K - $524K
|
49.4K
$719K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
32KNew |
$461K - $480K
|
32K
$465K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.3K+ 4.69% |
$452K - $470K
|
698K
$10.2M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
28.8KNew |
$415K - $432K
|
28.8K
$419K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
27.5K+ 30.55% |
$397K - $413K
|
118K
$1.71M
|
|
|
Feb 21, 2025
Q4 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
26.8KNew |
$386K - $402K
|
26.8K
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.5K+ 3.37% |
$353K - $368K
|
750K
$10.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
24.2KNew |
$349K - $364K
|
24.2K
$353K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
23.4K+ 31.82% |
$338K - $351K
|
96.9K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
23.3K+ 7.22% |
$336K - $350K
|
346K
$5.04M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.8K+ 6.65% |
$300K - $312K
|
333K
$4.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19K+ 14.48% |
$274K - $285K
|
150K
$2.18M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
15.2K+ 3.58% |
$219K - $228K
|
439K
$6.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.8KNew |
$213K - $222K
|
14.8K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.7KNew |
$198K - $206K
|
13.7K
$199K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.2K+ 3.49% |
$176K - $183K
|
361K
$5.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11KNew |
$159K - $165K
|
11K
$160K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.37K+ 48.25% |
$121K - $126K
|
25.7K
$374K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.79K+ 30.38% |
$112K - $117K
|
33.4K
$486K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
7.29KNew |
$105K - $109K
|
7.29K
$106K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.71K+ 4.35% |
$96.8K - $101K
|
161K
$2.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
5.93K+ 12.11% |
$85.6K - $89.1K
|
54.9K
$799K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
5.67K+ 9.94% |
$81.8K - $85.1K
|
62.7K
$913K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.89K+ 20.51% |
$70.5K - $73.4K
|
28.7K
$418K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.65K+ 2.63% |
$38.2K - $39.8K
|
103K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
2.13K+ 1.44% |
$30.8K - $32K
|
150K
$2.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.5KNew |
$21.6K - $22.5K
|
1.5K
$21.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.36KNew |
$19.6K - $20.4K
|
1.36K
$19.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
397+ 3.94% |
$5.73K - $5.96K
|
10.5K
$153K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
279+ 1.45% |
$4.03K - $4.19K
|
19.6K
$285K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
277+ 0.74% |
$4K - $4.16K
|
37.8K
$550K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
262+ 8.05% |
$3.78K - $3.94K
|
3.52K
$51.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
213+ 1.96% |
$3.07K - $3.2K
|
11.1K
$161K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
84+ 1.78% |
$1.21K - $1.26K
|
4.8K
$69.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
53+ 1.7% |
$765 - $796
|
3.17K
$46.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
33+ 2.62% |
$476 - $496
|
1.29K
$18.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
12+ 3.05% |
$173 - $180
|
405
$5.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10+ 2.47% |
$144 - $150
|
415
$6.04K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
63.2KNew |
$897K - $955K
|
63.2K
$919K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
21.1KNew |
$300K - $319K
|
21.1K
$307K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
10.1KNew |
$143K - $153K
|
10.1K
$147K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
6.18K+ 72.04% |
$87.8K - $93.5K
|
14.8K
$215K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.55K+ 7.02% |
$22K - $23.4K
|
23.6K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.29KNew |
$18.3K - $19.4K
|
1.29K
$18.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
743+ 5.45% |
$10.6K - $11.2K
|
14.4K
$209K
|
|