Latest Institutional Transactions on First Tr Tactical High Yield L (HYLS)
This table provides information on the latest institutional transactions involving First Tr Tactical High Yield L (HYLS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.06% |
$83.3 - $84.2
|
3.61K
$151K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
19.5K+ 24.86% |
$811K - $820K
|
97.8K
$4.08M
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-266- 3.27% |
$11.1K - $11.2K
|
7.88K
$329K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.41K+ 6.95% |
$142K - $144K
|
52.5K
$2.19M
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10.7K+ 5.18% |
$447K - $452K
|
218K
$9.09M
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2+ 0.08% |
$83.3 - $84.2
|
2.57K
$107K
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3+ 0.1% |
$125 - $126
|
3.04K
$127K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.48K+ 39.69% |
$104K - $105K
|
8.74K
$365K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
54New |
$2.25K - $2.27K
|
54
$2.25K
|
|
|
Jan 21, 2026
Q4 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
85+ 0.93% |
$3.54K - $3.58K
|
9.18K
$383K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.12K+ 1103.96% |
$46.5K - $46.9K
|
1.22K
$50.7K
|
|
|
Jan 21, 2026
Q4 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
445+ 2.96% |
$18.5K - $18.7K
|
15.5K
$645K
|
|
|
Jan 21, 2026
Q4 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-70- 11.36% |
$2.92K - $2.95K
|
546
$22.8K
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
42+ 0.63% |
$1.75K - $1.77K
|
6.75K
$282K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-93- 0.74% |
$3.88K - $3.92K
|
12.5K
$522K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.39K- 6.93% |
$58K - $58.6K
|
18.7K
$780K
|
|
|
Jan 20, 2026
Q4 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
20.6KNew |
$857K - $865K
|
20.6K
$858K
|
|
|
Jan 20, 2026
Q4 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
SELL
|
- |
-11.9K- 5.79% |
$498K - $503K
|
194K
$8.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
5.25KNew |
$219K - $221K
|
5.25K
$219K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.78K+ 7.18% |
$74K - $74.8K
|
26.5K
$1.11M
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
6.28KNew |
$262K - $264K
|
6.28K
$262K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-474- 6.83% |
$19.8K - $20K
|
6.46K
$270K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
518+ 1.58% |
$21.6K - $21.8K
|
33.3K
$1.39M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.11K+ 14.92% |
$130K - $131K
|
24K
$1M
|
|
|
Jan 15, 2026
Q4 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
2.69K+ 19.31% |
$112K - $113K
|
16.6K
$694K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-560- 7.88% |
$23.3K - $23.6K
|
6.55K
$273K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
43+ 0.2% |
$1.79K - $1.81K
|
21.1K
$882K
|
|
|
Jan 14, 2026
Q4 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-20.4K- 55.58% |
$850K - $859K
|
16.3K
$680K
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.71K+ 5.13% |
$154K - $156K
|
75.9K
$3.17M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-672- 1.33% |
$28K - $28.3K
|
49.8K
$2.08M
|
|
|
Jan 14, 2026
Q4 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
2.83K+ 5.41% |
$118K - $119K
|
55.1K
$2.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$41.7 - $42.1
|
25.8K
$1.08M
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.83K+ 4.94% |
$160K - $161K
|
81.3K
$3.39M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-175- 74.47% |
$7.29K - $7.37K
|
60
$2.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-557- 6.38% |
$23.2K - $23.4K
|
8.17K
$341K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
40.1K+ 11.15% |
$1.67M - $1.69M
|
400K
$16.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.93K+ 5.95% |
$122K - $123K
|
52.2K
$2.18M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.52K+ 24.2% |
$63.5K - $64.1K
|
7.82K
$326K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.35K+ 62.1% |
$181K - $183K
|
11.3K
$473K
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
17+ 0.05% |
$708 - $716
|
32.5K
$1.36M
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
12.9K+ 75.65% |
$539K - $544K
|
30K
$1.25M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
6.02K+ 2.07% |
$251K - $253K
|
296K
$12.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.65K+ 10.51% |
$68.9K - $69.6K
|
17.4K
$726K
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-130K- 69.32% |
$5.42M - $5.47M
|
57.6K
$2.4M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-490- 52.35% |
$20.4K - $20.6K
|
446
$18.6K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.29K- 7.13% |
$53.6K - $54.6K
|
16.8K
$701K
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-7- 6.36% |
$291 - $296
|
103
$4.3K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
690New |
$28.7K - $29.2K
|
690
$28.8K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
202+ 33.95% |
$8.41K - $8.55K
|
797
$33.3K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-554- 92.49% |
$23.1K - $23.4K
|
45
$1.88K
|
|