Roi Financial Advisors, LLC First Tr Tactical High Yield L Transaction History

Roi Financial Advisors, LLC

$167 Billion
Q3 2025

A detailed history of Roi Financial Advisors, LLC transactions in First Tr Tactical High Yield L stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 5,154 shares of HYLS stock, worth $215,024. This represents 0.13% of its overall portfolio holdings.

Number of Shares

5,154

Previous 5,129 0.49%

Holding current value

$215,024

Previous $214 Million 1.06%

% of portfolio

0.13%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$41.62 - $42.32 $1,040 - $1,058	25 Added 0.49%	5,154 $217 Million
Q2 2025 Aug 05, 2025	BUY	$39.8 - $41.84 $2,746 - $2,886	69 Added 1.36%	5,129 $214 Million
Q1 2025 May 09, 2025	SELL	$40.95 - $41.77 $24,406 - $24,894	-596 Reduced 10.54%	5,060 $208 Million
Q4 2024 Feb 12, 2025	BUY	$41.29 - $42.03 $3,055 - $3,110	74 Added 1.33%	5,656 $234 Million
Q3 2024 Nov 05, 2024	BUY	$40.54 - $42.23 $2,999 - $3,125	74 Added 1.34%	5,582 $234 Million

Q2 2024 Aug 09, 2024	BUY	$40.2 - $41.01 $3,055 - $3,116	76 Added 1.4%	5,508 $224 Million
Q1 2024 May 13, 2024	BUY	$40.81 - $41.46 $4,121 - $4,187	101 Added 1.89%	5,432 $224 Million
Q4 2023 Feb 13, 2024	BUY	$38.23 - $41.71 $203,804 - $222,356	5,331 New	5,331 $222 Million

Others Institutions Holding HYLS

# of Institutions

234

Shares Held

25.5M

Call Options Held

Put Options Held

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About FIRST TR TACTICAL HIGH YIELD L

Ticker HYLS
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Roi Financial Advisors, LLC First Tr Tactical High Yield L Transaction History