| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND | Vice President | Common Shares | 3.5K | $50.1K | $14.30 | Apr 8, 2024 | By Family Trust |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| FTHY | FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND | Apr 8, 2024 | 2 | $50K | 4 | Apr 9, 2024 | Vice President |