Purchases and Sales Made in Q4 2025 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 Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-142- 1.21% |
$1.98K - $2.04K
|
11.6K
$162K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-648- 2.68% |
$9.05K - $9.31K
|
23.6K
$329K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-925- 4.08% |
$12.9K - $13.3K
|
21.8K
$304K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.85K- 25.71% |
$53.8K - $55.3K
|
11.1K
$155K
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-4.18K- 2.89% |
$58.5K - $60.1K
|
141K
$1.97M
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.13K- 11.64% |
$71.7K - $73.7K
|
39K
$544K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6.5K- 15.45% |
$90.8K - $93.3K
|
35.5K
$497K
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-16.9K- 5.0% |
$236K - $243K
|
321K
$4.49M
|
|