New Edge Wealth, LLC First Tr Tactical High Yield L Transaction History

New Edge Wealth, LLC

$5.41 Billion
Q3 2024

A detailed history of New Edge Wealth, LLC transactions in First Tr Tactical High Yield L stock. As of the latest transaction made, New Edge Wealth, LLC holds 5,375 shares of HYLS stock, worth $223,546. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,375

Previous 5,811 7.5%

Holding current value

$223,546

Previous $236,000 4.66%

% of portfolio

0.0%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$40.54 - $42.23 $17,675 - $18,412	-436 Reduced 7.5%	5,375 $225,000
Q2 2024 Aug 01, 2024	SELL	$40.2 - $41.01 $1,849 - $1,886	-46 Reduced 0.79%	5,811 $236,000
Q1 2024 May 06, 2024	SELL	$40.81 - $41.46 $80,885 - $82,173	-1,982 Reduced 25.28%	5,857 $241,000
Q4 2023 Jan 29, 2024	SELL	$38.23 - $41.71 $370,372 - $404,086	-9,688 Reduced 55.27%	7,839 $325,000
Q3 2023 Nov 08, 2023	BUY	$39.14 - $40.03 $317,581 - $324,803	8,114 Added 86.2%	17,527 $687,000
Q2 2023 Aug 09, 2023	BUY	$38.96 - $40.13 $366,730 - $377,743	9,413 New	9,413 $373,000

Others Institutions Holding HYLS

# of Institutions

222

Shares Held

32M

Call Options Held

Put Options Held

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About FIRST TR TACTICAL HIGH YIELD L

Ticker HYLS
Sector ETFs
Industry ETFs

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New Edge Wealth, LLC First Tr Tactical High Yield L Transaction History