Purchases and Sales Made in Q2 2022 in First Trust High Yield Opportunities 2027 Term Fund (FTHY)
This table provides information about the institutional ownership of First Trust High Yield Opportunities 2027 Term Fund (FTHY) during Q2 2022. The information is specifically focused on institutions that hold shares of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-10KClosed |
$139K - $178K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.2K- 5.88% |
$141K - $180K
|
163K
$2.37M
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-11KClosed |
$151K - $194K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.1K- 35.1% |
$167K - $214K
|
22.4K
$325K
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-17.1KClosed |
$236K - $302K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-18.7K- 54.8% |
$258K - $331K
|
15.4K
$224K
|
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-19.3K- 8.49% |
$267K - $342K
|
208K
$3.02M
|
|
|
Aug 03, 2022
Q2 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-19.9K- 17.33% |
$275K - $353K
|
94.9K
$1.38M
|
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-20.3K- 58.61% |
$280K - $359K
|
14.3K
$208K
|
|
|
Aug 01, 2022
Q2 2022
|
Narwhal Capital Management
|
SELL
|
- |
-21.6K- 55.01% |
$298K - $382K
|
17.6K
$256K
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26.2K- 8.74% |
$362K - $465K
|
274K
$3.98M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-72.2K- 12.8% |
$997K - $1.28M
|
492K
$7.14M
|
|
|
Aug 03, 2022
Q2 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-163KClosed |
$2.25M - $2.89M
|
0
$0
|