Powell Investment Advisors, LLC First Tr Tactical High Yield L Transaction History

Powell Investment Advisors, LLC

$211 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 02, 2022	SELL	$39.11 - $45.8 $189,879 - $222,359	-4,855 Closed	0 $0
Q4 2019 Feb 10, 2020	BUY	$47.94 - $48.82 $232,748 - $237,021	4,855 New	4,855 $237,000

Others Institutions Holding HYLS

# of Institutions

217

Shares Held

30.3M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

6.8M
Shares

$282 Million
0.54% of portfolio
Morgan Stanley New York, NY

4.33M
Shares

$179 Million
0.01% of portfolio
First Trust Advisors LP Wheaton, IL

2.57M
Shares

$107 Million
0.11% of portfolio
Lpl Financial LLC Fort Mill, SC

2.51M
Shares

$104 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

2.27M
Shares

$93.9 Million
0.02% of portfolio

About FIRST TR TACTICAL HIGH YIELD L

Ticker HYLS
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