Bennett Associates Wealth Management First Tr Tactical High Yield L Transaction History

Bennett Associates Wealth Management

$121 Billion
Q1 2025

A detailed history of Bennett Associates Wealth Management transactions in First Tr Tactical High Yield L stock. As of the latest transaction made, Bennett Associates Wealth Management holds 45,597 shares of HYLS stock, worth $1.87 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares

45,597

Previous 45,412 0.41%

Holding current value

$1.87 Million

Previous $1.88 Billion 0.3%

% of portfolio

1.54%

Previous 1.56%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 09, 2025	BUY	$40.95 - $41.77 $7,575 - $7,727	185 Added 0.41%	45,597 $1.87 Billion
Q4 2024 Jan 14, 2025	BUY	$41.29 - $42.03 $302,573 - $307,995	7,328 Added 19.24%	45,412 $1.88 Billion
Q3 2024 Nov 07, 2024	BUY	$40.54 - $42.23 $26,918 - $28,040	664 Added 1.77%	38,084 $1.6 Billion
Q2 2024 Jul 16, 2024	BUY	$40.2 - $41.01 $37,707 - $38,467	938 Added 2.57%	37,420 $1.52 Billion
Q1 2024 Apr 22, 2024	BUY	$40.81 - $41.46 $84,068 - $85,407	2,060 Added 5.98%	36,482 $1.5 Billion
Q4 2023 Feb 14, 2024	BUY	$38.23 - $41.71 $1.32 Million - $1.44 Million	34,422 New	34,422 $1.43 Billion

Others Institutions Holding HYLS

# of Institutions

243

Shares Held

24.9M

Call Options Held

Put Options Held

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About FIRST TR TACTICAL HIGH YIELD L

Ticker HYLS
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Bennett Associates Wealth Management First Tr Tactical High Yield L Transaction History