|
⚲
|
| Keyboard |
| First Trust High Yield Opportunities 2027 Term Fund | |
|---|---|
| Ticker | FTHY |
| CIK # | 0001810523 |
| CUSIP | 33741Q107 |
| Sector | - |
| Address | 120 East Liberty Drive, Suite 400, Wheaton, IL 60187 |
| Source | [EDGAR] |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001810523] | 3 | |
| [0001810523] | 4 | |
| [0001810523] | 5 | |
| [0001810523] | 8-K | |
| [0001810523] | SC 13G |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed | % Owned |
|---|---|---|---|
| Sit Investment Associates Inc | First Trust High Yield Opportunities 2027 Term Fund | [2026-01-06] | 0.0 |
| Morgan Stanley | First Trust High Yield Opportunities 2027 Term Fund | [2021-02-11] | 5.3 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Common Shares
|
2025-08-20 | Buy | 3,000 | $14.60 | 43,800 |
|
Dykas James M
Common Shares
|
2025-04-22 | Buy | 200 | $13.80 | 2,760 |
|
Dykas James M
Common Shares
|
2025-04-22 | Buy | 200 | $13.81 | 2,762 |
|
Bowen James A
Common Shares
|
2025-03-12 | Buy | 30,000 | $14.46 | 433,800 |
|
Bowen James A
Common Shares
|
2024-10-01 | Buy | 12,130 | $15.09 | 183,042 |
|
Bowen James A
Common Shares
|
2024-09-30 | Buy | 4,370 | $15.20 | 66,424 |
|
Bowen James A
Common Shares
|
2024-09-10 | Buy | 17,000 | $14.75 | 250,750 |
|
McGarel David
Common Shares
|
2024-06-18 | Buy | 6,000 | $14.02 | 84,120 |
|
McGarel David
Common Shares
|
2024-06-18 | Buy | 5,000 | $14.01 | 70,050 |
|
McGarel David
Common Shares
|
2024-06-18 | Buy | 3,000 | $14.01 | 42,030 |
|
Bowen James A
Common Shares
|
2024-04-12 | Buy | 20,000 | $14.07 | 281,400 |
|
Housey William A Jr
Common Shares
|
2024-04-10 | Buy | 100 | $14.25 | 1,425 |
|
Housey William A Jr
Common Shares
|
2024-04-10 | Buy | 3,500 | $14.25 | 49,875 |
|
Lindquist Daniel J
Common Shares
|
2024-04-08 | Buy | 1,100 | $14.30 | 15,730 |
|
Lindquist Daniel J
Common Shares
|
2024-04-08 | Buy | 2,400 | $14.30 | 34,320 |
|
Bowen James A
Common Shares
|
2024-04-03 | Buy | 16,000 | $14.25 | 228,000 |
|
Bowen James A
Common Shares
|
2024-03-26 | Buy | 50,000 | $14.50 | 725,000 |
|
Bowen James A
Common Shares
|
2022-03-07 | Buy | 20,000 | $17.74 | 354,800 |
|
Scott Jeffrey M
Common Shares
|
2022-02-24 | Buy | 2,500 | $17.73 | 44,325 |
|
Housey William A Jr
Common Shares
|
2022-02-24 | Buy | 3,000 | $17.65 | 52,950 |
| showing 20 of 27 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 89 | 12,661,982 |
| 2025-12-31 | 95 | 12,647,678 |
| 2025-09-30 | 88 | 12,058,085 |
| 2025-06-30 | 85 | 12,975,796 |
| 2025-03-31 | 90 | 12,767,634 |
| 2024-12-31 | 89 | 11,809,780 |
| 2024-09-30 | 81 | 11,026,568 |
| 2024-06-30 | 81 | 11,437,956 |
| 2024-03-31 | 80 | 19,228,975 |
| 2023-12-31 | 84 | 16,737,160 |
| 2023-09-30 | 79 | 12,760,595 |
| 2023-06-30 | 75 | 12,091,363 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Winebrenner Capital Management LLC | [2026-06-30] | SOLE | 0 | 121,745 |
| Independent Financial Group LLC | [2026-06-30] | SOLE | 0 | 110,389 |
| Noble Wealth Management PBC | [2026-06-30] | SOLE | 69,290 | 69,290 |
| Magnus Financial Group LLC | [2026-06-30] | SOLE | 0 | 64,489 |
| Corecap Advisors LLC | [2026-06-30] | SOLE | 0 | 31,484 |
| World Equity Group Inc | [2026-06-30] | SOLE | 0 | 30,972 |
| First Financial Group Corp | [2026-06-30] | SOLE | 0 | 27,125 |
| Camelot Portfolios LLC | [2026-06-30] | SOLE | 23,615 | 23,614 |
| PVG Asset Management Corp | [2026-06-30] | SOLE | 0 | 15,891 |
| Stablepoint Partners LLC | [2026-06-30] | SOLE | 0 | 11,239 |
| CX Institutional | [2026-06-30] | SOLE | 0 | 640 | Prev | Page 1 | Next |