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 |
---|---|---|---|---|---|---|---|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-145Closed |
$7.02K - $7.14K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
88.6KNew |
$4.15M - $4.33M
|
88.6K
$3.63M
|
|
Feb 09, 2021
Q4 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-45Closed |
$2.11K - $2.2K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-205- 93.61% |
$9.6K - $10K
|
14
$574
|
|
Feb 04, 2021
Q4 2020
|
Trustcore Financial Services, LLC
|
BUY
|
- |
5+ 1.33% |
$234 - $244
|
382
$15.7K
|
|
Jan 26, 2021
Q4 2020
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-5.14KClosed |
$241K - $251K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
95.3KNew |
$4.46M - $4.66M
|
95.3K
$3.91M
|
|
Q3 2020 | |||||||
Nov 17, 2020
Q3 2020
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-390KClosed |
$18M - $18.7M
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Hudock, Inc.
|
SELL
|
- |
-12Closed |
$553 - $575
|
0
$0
|
|
Oct 15, 2020
Q3 2020
|
Arden Trust CO
|
SELL
|
- |
-29.7KClosed |
$1.37M - $1.42M
|
0
$0
|
|
Q2 2020 | |||||||
Sep 10, 2024
Q2 2020
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-6.11KClosed |
$255K - $289K
|
0
$0
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-334- 9.37% |
$14K - $15.8K
|
3.23K
$132K
|
|
Oct 07, 2020
Q2 2020
|
Acg Wealth
|
SELL
|
- |
-20KClosed |
$837K - $946K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-740Closed |
$30.9K - $35K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-710Closed |
$29.7K - $33.6K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-198Closed |
$8.27K - $9.36K
|
0
$0
|
|
Jul 07, 2020
Q2 2020
|
Tsfg, LLC
|
SELL
|
- |
-195Closed |
$8.15K - $9.22K
|
0
$0
|
|
Jul 02, 2020
Q2 2020
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-584KClosed |
$24.4M - $27.6M
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-46.7KClosed |
$1.75M - $2.29M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-30.5KClosed |
$1.15M - $1.5M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-7.86KClosed |
$295K - $386K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
New Square Capital LLC
|
SELL
|
- |
-261Closed |
$9.79K - $12.8K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-6.99KClosed |
$262K - $343K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4Closed |
$150 - $196
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-5.1KClosed |
$191K - $250K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.83KClosed |
$68.6K - $89.8K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 10, 2020
Q4 2019
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.59KClosed |
$76K - $77.4K
|
0
$0
|
|
Feb 06, 2020
Q4 2019
|
Holistic Financial Partners
|
SELL
|
- |
-5.23KClosed |
$251K - $256K
|
0
$0
|
|
Feb 05, 2020
Q4 2019
|
Private Ocean, LLC
|
SELL
|
- |
-90Closed |
$4.31K - $4.39K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-9.7KClosed |
$465K - $473K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 21, 2019
Q3 2019
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-19.9KClosed |
$950K - $964K
|
0
$0
|
|
Nov 15, 2019
Q3 2019
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-271Closed |
$12.9K - $13.1K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-25Closed |
$1.19K - $1.21K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Aspire Private Capital, LLC
|
SELL
|
- |
-28Closed |
$1.34K - $1.36K
|
0
$0
|
|
Q2 2019 | |||||||
Mar 11, 2024
Q2 2019
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-35.6KClosed |
$1.69M - $1.72M
|
0
$0
|
|
May 08, 2020
Q2 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-57Closed |
$2.71K - $2.76K
|
0
$0
|
|
Aug 09, 2019
Q2 2019
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.25KClosed |
$59.5K - $60.5K
|
0
$0
|
|
Jul 29, 2019
Q2 2019
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-133Closed |
$6.32K - $6.43K
|
0
$0
|
|
Jul 23, 2019
Q2 2019
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-9.33KClosed |
$444K - $451K
|
0
$0
|
|
Q1 2019 | |||||||
Jun 03, 2019
Q1 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-79- 45.66% |
$3.55K - $3.79K
|
94
$3.85K
|
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-135Closed |
$6.07K - $6.48K
|
0
$0
|
|
May 16, 2019
Q1 2019
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-919KClosed |
$41.3M - $44.1M
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-230Closed |
$10.3K - $11K
|
0
$0
|
|
May 08, 2019
Q1 2019
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-14.3KClosed |
$645K - $689K
|
0
$0
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-420Closed |
$18.9K - $20.2K
|
0
$0
|
|
Apr 25, 2019
Q1 2019
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.58KClosed |
$296K - $316K
|
0
$0
|
|
Apr 11, 2019
Q1 2019
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-245Closed |
$11K - $11.8K
|
0
$0
|
|
Q4 2018 | |||||||
Aug 04, 2020
Q4 2018
|
Milestone Advisory Partners
|
SELL
|
- |
-160KClosed |
$7.13M - $7.67M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.1KClosed |
$138K - $148K
|
0
$0
|