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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
89.7K+ 477.04% |
$1.25M - $1.29M
|
108K
$1.52M
|
|
|
Jan 26, 2026
Q4 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
25.8K+ 23.15% |
$360K - $370K
|
137K
$1.92M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15.7KNew |
$219K - $225K
|
15.7K
$219K
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
9.88K+ 11.59% |
$138K - $142K
|
95.2K
$1.33M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
9.88K+ 13.44% |
$138K - $142K
|
83.4K
$1.16M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
792+ 87.42% |
$11.1K - $11.4K
|
1.7K
$23.7K
|
|
|
Jan 14, 2026
Q4 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
792+ 2.52% |
$11.1K - $11.4K
|
32.2K
$450K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
77New |
$1.08K - $1.11K
|
77
$1.08K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
163K+ 5.17% |
$2.37M - $2.43M
|
3.32M
$46.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
78.1K+ 21.52% |
$1.13M - $1.16M
|
441K
$6.16M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
71.9K+ 27.55% |
$1.04M - $1.07M
|
333K
$4.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
56.6K+ 4.04% |
$821K - $842K
|
1.46M
$20.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34.7K+ 630.52% |
$503K - $515K
|
40.2K
$561K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34K+ 12.88% |
$493K - $505K
|
298K
$4.16M
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
27.5KNew |
$399K - $409K
|
27.5K
$384K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
18.4KNew |
$266K - $273K
|
18.4K
$257K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.6KNew |
$240K - $246K
|
16.6K
$232K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.9K+ 77.67% |
$230K - $236K
|
36.3K
$507K
|
|
|
Nov 07, 2025
Q3 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
15.2KNew |
$220K - $225K
|
15.2K
$212K
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
BUY
|
- |
13.5K+ 6.44% |
$195K - $200K
|
223K
$3.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
12.5K+ 1.08% |
$180K - $185K
|
1.17M
$16.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.4KNew |
$180K - $185K
|
12.4K
$174K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.5K+ 6.99% |
$167K - $171K
|
176K
$2.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
4.41K+ 2.81% |
$63.9K - $65.5K
|
161K
$2.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.25K+ 300.0% |
$32.6K - $33.4K
|
3K
$41.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.05K+ 1.85% |
$29.6K - $30.4K
|
113K
$1.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2KNew |
$29K - $29.7K
|
2K
$27.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.97KNew |
$28.5K - $29.2K
|
1.97K
$27.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
1.37K+ 1.85% |
$19.9K - $20.4K
|
75.7K
$1.06M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
340+ 1.4% |
$4.93K - $5.05K
|
24.6K
$344K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
227+ 0.29% |
$3.29K - $3.37K
|
79.8K
$1.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
132+ 0.21% |
$1.91K - $1.96K
|
63K
$880K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
86+ 0.8% |
$1.25K - $1.28K
|
10.9K
$152K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
48+ 0.17% |
$696 - $713
|
27.8K
$389K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
36+ 1.02% |
$522 - $535
|
3.55K
$49.6K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
35+ 2.58% |
$507 - $520
|
1.39K
$19.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
32+ 0.43% |
$464 - $476
|
7.42K
$104K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
20+ 1.12% |
$290 - $297
|
1.8K
$25.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
12+ 2.96% |
$174 - $178
|
417
$5.83K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
6+ 6.59% |
$86.9 - $89.2
|
97
$1.36K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1New |
$14.5 - $14.9
|
1
$14
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.04% |
$14.5 - $14.9
|
50
$699
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
94.5K+ 162.42% |
$1.25M - $1.4M
|
153K
$2.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
35.5K+ 27.53% |
$468K - $527K
|
164K
$2.29M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
577+ 3.55% |
$7.62K - $8.57K
|
16.8K
$235K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
16.6KNew |
$237K - $245K
|
16.6K
$232K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4.61K+ 27.57% |
$66K - $68.3K
|
21.3K
$298K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.75KNew |
$39.4K - $40.7K
|
2.75K
$38.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.18K+ 118000.0% |
$16.9K - $17.5K
|
1.18K
$16.5K
|
|