Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-225K- 93.32% |
$3.24M - $3.38M
|
16.1K
$234K
|
|
|
Feb 12, 2025
Q4 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-97.1K- 56.9% |
$1.4M - $1.46M
|
73.6K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-91.7K- 9.08% |
$1.32M - $1.38M
|
919K
$13.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-40.1K- 75.37% |
$579K - $602K
|
13.1K
$191K
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-37.9K- 39.45% |
$547K - $569K
|
58.2K
$847K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-26.1K- 2.18% |
$377K - $392K
|
1.17M
$17M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.4K- 0.82% |
$352K - $366K
|
2.95M
$42.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-23.9K- 32.68% |
$345K - $359K
|
49.2K
$717K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-20K- 38.83% |
$289K - $300K
|
31.5K
$459K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-18.2K- 15.5% |
$263K - $273K
|
99.2K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-14.8K- 2.54% |
$213K - $222K
|
566K
$8.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-13.7K- 51.43% |
$197K - $205K
|
12.9K
$188K
|
|
|
Feb 14, 2025
Q4 2024
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-12.1K- 3.39% |
$175K - $182K
|
346K
$5.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.6K- 3.42% |
$95.3K - $99.2K
|
187K
$2.72M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.57K- 4.36% |
$80.3K - $83.6K
|
122K
$1.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.13K- 6.26% |
$74.1K - $77.1K
|
76.8K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.39K- 15.88% |
$49K - $51K
|
18K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.92K- 7.4% |
$42.2K - $43.9K
|
36.6K
$532K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.81K- 2.11% |
$40.5K - $42.2K
|
130K
$1.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.53K- 6.96% |
$22K - $22.9K
|
20.4K
$297K
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.32K- 4.51% |
$19.1K - $19.8K
|
28K
$407K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.26K- 1.16% |
$18.2K - $18.9K
|
108K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.18K- 99.92% |
$17K - $17.7K
|
1
$14.6
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-980- 8.88% |
$14.1K - $14.7K
|
10.1K
$147K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-800- 99.88% |
$11.5K - $12K
|
1
$14.6
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-600- 3.9% |
$8.66K - $9.01K
|
14.8K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-310- 0.68% |
$4.47K - $4.66K
|
45.4K
$662K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-230- 1.57% |
$3.32K - $3.45K
|
14.4K
$209K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-174- 22.34% |
$2.51K - $2.61K
|
605
$8.81K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-90- 0.06% |
$1.3K - $1.35K
|
146K
$2.12M
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-30.7KClosed |
$435K - $464K
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.5K- 36.38% |
$149K - $158K
|
18.3K
$266K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-700- 6.93% |
$9.94K - $10.6K
|
9.4K
$137K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-502- 82.43% |
$7.13K - $7.59K
|
107
$1.56K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-235- 42.73% |
$3.34K - $3.55K
|
315
$4.59K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-46.7K- 80.51% |
$650K - $677K
|
11.3K
$164K
|
|
|
Aug 14, 2024
Q2 2024
|
Meteora Capital, LLC
Boca Raton, FL |
SELL
|
- |
-10K- 21.0% |
$140K - $145K
|
37.8K
$550K
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-9.96K- 29.86% |
$139K - $144K
|
23.4K
$341K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-400- 6.35% |
$5.57K - $5.8K
|
5.9K
$85.9K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-116K- 52.49% |
$1.59M - $1.7M
|
105K
$1.53M
|
|
|
May 10, 2024
Q1 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-11.1K- 15.43% |
$152K - $162K
|
60.7K
$884K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-5.07K- 1.21% |
$69.3K - $74.2K
|
413K
$6.02M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-82.5K- 51.36% |
$1.1M - $1.15M
|
78.1K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-35.1K- 15.88% |
$468K - $492K
|
186K
$2.71M
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-15.5K- 37.21% |
$206K - $217K
|
26.2K
$381K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-175- 1.59% |
$2.33K - $2.45K
|
10.8K
$158K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Advent Capital Management
New York, NY |
SELL
|
- |
-1.38K- 0.91% |
$18.6K - $19.7K
|
150K
$2.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-964- 22.67% |
$13K - $13.7K
|
3.29K
$47.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-24- 1.14% |
$323 - $342
|
2.07K
$30.2K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-38.4K- 77.31% |
$510K - $571K
|
11.3K
$164K
|
|