Purchases and Sales Made in Q2 2024 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 2024. 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 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
364KNew |
$5.06M - $5.27M
|
364K
$5.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
121K+ 25.01% |
$1.69M - $1.76M
|
607K
$8.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
94.5K+ 366.14% |
$1.32M - $1.37M
|
120K
$1.76M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
47.3KNew |
$658K - $686K
|
47.3K
$693K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42.8K+ 26.12% |
$595K - $620K
|
207K
$3.03M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39.3K+ 6.05% |
$547K - $570K
|
688K
$10.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
38.8KNew |
$539K - $562K
|
38.8K
$568K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.7K+ 1.08% |
$441K - $459K
|
2.96M
$43.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.7K+ 1.08% |
$441K - $459K
|
2.96M
$43.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
24.3K+ 32.11% |
$339K - $353K
|
100K
$1.47M
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
23.7K+ 49.16% |
$329K - $343K
|
71.8K
$1.05M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
20.3K+ 4.31% |
$283K - $295K
|
492K
$7.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
18.5K+ 88.22% |
$258K - $268K
|
39.5K
$578K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15.8KNew |
$220K - $230K
|
15.8K
$232K
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
15.8K+ 1.32% |
$219K - $228K
|
1.21M
$17.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.1K+ 44.27% |
$197K - $205K
|
46K
$674K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.6KNew |
$190K - $198K
|
13.6K
$200K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
10.8K+ 26.5% |
$150K - $156K
|
51.5K
$754K
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
10.6KNew |
$147K - $153K
|
10.6K
$155K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
10.1K+ 67.41% |
$141K - $147K
|
25.1K
$368K
|
|
|
Jul 17, 2024
Q2 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
10.1KNew |
$140K - $146K
|
10.1K
$148K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.84K+ 18.77% |
$123K - $128K
|
55.9K
$819K
|
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
6.96K+ 15.06% |
$96.9K - $101K
|
53.2K
$779K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.26K+ 31.42% |
$73.2K - $76.3K
|
22K
$322K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.88K+ 25.53% |
$54K - $56.3K
|
19.1K
$280K
|
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
3.77K+ 2.74% |
$52.5K - $54.7K
|
141K
$2.07M
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
3.11KNew |
$43.3K - $45.2K
|
3.11K
$45.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.38K+ 3.08% |
$33.1K - $34.4K
|
79.4K
$1.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.37K+ 18.52% |
$33K - $34.4K
|
15.2K
$222K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.5K+ 3.0% |
$20.9K - $21.8K
|
51.5K
$754K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
609New |
$8.48K - $8.83K
|
609
$8.92K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
454+ 2.16% |
$6.32K - $6.58K
|
21.5K
$315K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
331New |
$4.61K - $4.8K
|
331
$4.85K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
235+ 74.6% |
$3.27K - $3.41K
|
550
$8.06K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
227+ 0.61% |
$3.16K - $3.29K
|
37.3K
$546K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
213+ 2.04% |
$2.96K - $3.09K
|
10.7K
$156K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
168+ 0.79% |
$2.34K - $2.44K
|
21.5K
$315K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
161+ 1.05% |
$2.24K - $2.33K
|
15.5K
$227K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
51+ 2.73% |
$710 - $740
|
1.92K
$28.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
33+ 2.77% |
$459 - $479
|
1.23K
$17.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
23+ 0.72% |
$320 - $334
|
3.23K
$47.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5+ 1.32% |
$69.6 - $72.5
|
385
$5.64K
|
|
|
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-18- -0.0% |
$251 - $261
|
1.25M
$18.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-285- 15.62% |
$3.97K - $4.13K
|
1.54K
$22.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-400- 6.35% |
$5.57K - $5.8K
|
5.9K
$86.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-451- 0.31% |
$6.28K - $6.54K
|
146K
$2.14M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-535- 2.99% |
$7.45K - $7.76K
|
17.3K
$254K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.43K- 6.42% |
$19.8K - $20.7K
|
20.8K
$304K
|
|
|
Nov 13, 2024
Q2 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-1.63K- 5.06% |
$22.7K - $23.7K
|
30.7K
$449K
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.7K- 14.41% |
$23.7K - $24.7K
|
10.1K
$148K
|