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First Trust high yield opportunities 2027 term fund director buys $725k in shares

Published 03/27/2024, 01:21 PM
FTHY
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James A. Bowen, a director and investment advisor at First Trust High Yield Opportunities 2027 Term Fund (NYSE:FTHY), has purchased 50,000 shares of the company's common stock, investing approximately $725,000. The transaction, which took place on March 26, 2024, was reported at a price of $14.4982 per share.

The acquisition of these shares increases Bowen's total holdings in the fund to 70,000 shares, reflecting a significant investment by a key insider. This move by a director is often looked upon by investors as a signal of confidence in the fund's future performance and prospects.

First Trust High Yield Opportunities 2027 Term Fund is known for its focus on high-yield debt instruments, and it operates with the goal of providing investors with a high level of current income. The fund's strategy typically involves investing in a diversified portfolio of below-investment-grade or unrated securities with a target term ending 2027.

Investors and market watchers often keep a close eye on insider transactions such as this one for hints about the company's outlook. Insider purchases can be indicative of the belief that the stock is undervalued or that there are positive developments ahead for the company.

The reported transaction was executed per the filing requirements of the Securities and Exchange Commission and is publicly accessible for investor scrutiny. Bowen's purchase represents a noteworthy investment by an individual with intimate knowledge of the fund's operations and strategic direction.

Shareholders and potential investors in First Trust High Yield Opportunities 2027 Term Fund may consider this insider activity as part of their analysis when making investment decisions regarding the fund's shares.

InvestingPro Insights

Following the notable insider purchase by James A. Bowen at First Trust High Yield Opportunities 2027 Term Fund (NYSE:FTHY), current and potential investors might find the fund's recent performance and yield metrics to be of particular interest. The fund's dividend yield stands at an impressive 10.77% as of the latest available data, which is a significant figure for income-seeking investors. The ex-date of the last dividend was March 1, 2024, indicating that shareholders who had invested prior to this date were eligible for the most recent dividend distribution.

InvestingPro Data also shows that FTHY has experienced positive price momentum, with a 1-week price total return of 1.26%, and a 1-month price total return of 0.83%. Over a longer period, the 3-month price total return is 6.61%, and the 6-month price total return is an even more robust 15.01%. Year-to-date, the fund has returned 6.92%, and over the past year, it has provided an 18.85% total return to its investors. This consistent performance is capped by the fund's price being at 98.3% of its 52-week high, suggesting a strong market valuation.

With an average daily volume over the last three months of 0.18 million USD, liquidity appears to be relatively stable for the fund. Investors who value liquidity alongside yield may find this to be a reassuring sign.

InvestingPro Tips suggest that this insider purchase, combined with the fund's high dividend yield and positive price returns, could signal a favorable outlook for FTHY. For those seeking more in-depth analysis, InvestingPro offers additional tips; there are currently 15 more tips available on the platform. Interested investors might consider using the coupon code PRONEWS24 to get an additional 10% off a yearly or biyearly Pro and Pro+ subscription, providing access to these valuable insights.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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