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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.22KNew |
$215K - $219K
|
5.22K
$217K
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
9.18KNew |
$379K - $386K
|
9.18K
$383K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
508+ 0.24% |
$21K - $21.4K
|
209K
$8.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
28.3KNew |
$1.17M - $1.19M
|
28.3K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.72KNew |
$71.1K - $72.3K
|
1.72K
$71.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.14K- 7.24% |
$171K - $174K
|
53K
$2.21M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
807+ 1.97% |
$33.3K - $33.9K
|
41.7K
$1.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.1K- 31.45% |
$789K - $803K
|
41.7K
$1.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
2.16K+ 34.11% |
$89.1K - $90.7K
|
8.49K
$354K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-645- 31.17% |
$26.6K - $27.1K
|
1.42K
$59.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
185K+ 104.66% |
$7.62M - $7.76M
|
361K
$15M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-13.3K- 57.67% |
$549K - $559K
|
9.76K
$406K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-10.1K- 33.03% |
$416K - $423K
|
20.4K
$851K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-591- 1.26% |
$24.4K - $24.8K
|
46.2K
$1.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5+ 0.28% |
$206 - $210
|
1.8K
$75K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-5.98K- 43.93% |
$247K - $251K
|
7.63K
$318K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.63K- 3.35% |
$67.1K - $68.3K
|
46.9K
$1.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
61.4KNew |
$2.54M - $2.58M
|
61.4K
$2.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.72K- 57.88% |
$402K - $409K
|
7.08K
$295K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
18+ 0.07% |
$743 - $757
|
24.5K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-60- 18.75% |
$2.48K - $2.52K
|
260
$10.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
14.4KNew |
$595K - $605K
|
14.4K
$600K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-57- 1.86% |
$2.35K - $2.4K
|
3.01K
$126K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.16K- 7.02% |
$47.9K - $48.7K
|
15.4K
$640K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
6.94KNew |
$287K - $292K
|
6.94K
$289K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-380- 37.66% |
$15.7K - $16K
|
629
$26.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-23K- 10.06% |
$949K - $966K
|
205K
$8.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-958- 4.95% |
$39.6K - $40.3K
|
18.4K
$766K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
7.23K+ 10.28% |
$298K - $304K
|
77.6K
$3.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.52K- 17.08% |
$310K - $316K
|
36.5K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-655Closed |
$27K - $27.5K
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-988- 3.75% |
$40.8K - $41.5K
|
25.3K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.58KNew |
$65.1K - $66.2K
|
1.58K
$65.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.7K- 7.85% |
$70.1K - $71.3K
|
19.9K
$830K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-203- 0.86% |
$8.38K - $8.53K
|
23.3K
$970K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.49K- 4.5% |
$227K - $231K
|
116K
$4.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
702+ 1.79% |
$29K - $29.5K
|
39.8K
$1.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
3.88K+ 15.4% |
$160K - $163K
|
29.1K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.41K+ 2.86% |
$58.1K - $59.1K
|
50.6K
$2.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
479New |
$19.8K - $20.1K
|
479
$20K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.39K- 11.66% |
$98.5K - $100K
|
18.1K
$753K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-213- 3.87% |
$8.79K - $8.95K
|
5.3K
$221K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-766- 6.79% |
$31.6K - $32.2K
|
10.5K
$438K
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
12.4K+ 124.43% |
$511K - $520K
|
22.3K
$930K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2.24K- 2.96% |
$92.3K - $94K
|
73.3K
$3.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.52K+ 3.99% |
$310K - $316K
|
196K
$8.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.17K- 11.9% |
$213K - $217K
|
38.3K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
15.3KNew |
$632K - $643K
|
15.3K
$638K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.51K- 99.93% |
$62.2K - $63.3K
|
1
$41.7
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.31K+ 12.44% |
$53.9K - $54.8K
|
11.8K
$492K
|