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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
7.11KNew |
$283K - $297K
|
7.11K
$296K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-8.44K- 46.93% |
$336K - $353K
|
9.54K
$398K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-750- 7.22% |
$29.8K - $31.4K
|
9.64K
$402K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-68.8K- 73.39% |
$2.74M - $2.88M
|
25K
$1.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-597- 4.86% |
$23.8K - $25K
|
11.7K
$487K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.73KNew |
$347K - $365K
|
8.73K
$364K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-59- 0.98% |
$2.35K - $2.47K
|
5.95K
$248K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
401+ 7.9% |
$16K - $16.8K
|
5.48K
$229K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
490+ 109.87% |
$19.5K - $20.5K
|
936
$39K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-290- 20.31% |
$11.5K - $12.1K
|
1.14K
$47.5K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.77K+ 3.92% |
$190K - $200K
|
127K
$5.28M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
13.7KNew |
$563K - $574K
|
13.7K
$573K
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
6.32KNew |
$259K - $264K
|
6.32K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-361- 5.79% |
$14.8K - $15.1K
|
5.88K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.52K+ 19.3% |
$62.2K - $63.4K
|
9.38K
$391K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
50New |
$2.05K - $2.09K
|
50
$2.09K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.73K- 56.73% |
$112K - $114K
|
2.08K
$86.8K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.91KNew |
$283K - $289K
|
6.91K
$288K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
747+ 5.87% |
$30.6K - $31.2K
|
13.5K
$562K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1KNew |
$41K - $41.8K
|
1K
$41.7K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-54.5K- 67.79% |
$2.23M - $2.27M
|
25.9K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
125+ 33.33% |
$5.12K - $5.22K
|
500
$20.9K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-296- 4.52% |
$12.1K - $12.4K
|
6.26K
$261K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5.3KNew |
$217K - $221K
|
5.3K
$221K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
12+ 40.0% |
$491 - $501
|
42
$1.75K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.1K+ 21.05% |
$45K - $45.9K
|
6.31K
$263K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
15.9KNew |
$651K - $664K
|
15.9K
$664K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.25KNew |
$256K - $261K
|
6.25K
$261K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
10KNew |
$410K - $418K
|
10K
$417K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-227- 98.7% |
$9.3K - $9.48K
|
3
$125
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-951- 15.99% |
$38.9K - $39.7K
|
5K
$208K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
32.2KNew |
$1.32M - $1.34M
|
32.2K
$1.34M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
178+ 3.65% |
$7.29K - $7.44K
|
5.05K
$211K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
190New |
$7.85K - $7.99K
|
190
$7.93K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.18KNew |
$89.8K - $91.4K
|
2.18K
$90.7K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
4New |
$165 - $168
|
4
$167
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.6KNew |
$1.22M - $1.25M
|
29.6K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.33KNew |
$385K - $392K
|
9.33K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
2KNew |
$82.6K - $84.1K
|
2K
$83.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21.6K+ 31.33% |
$894K - $910K
|
90.8K
$3.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
171+ 0.53% |
$7.06K - $7.19K
|
32.4K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
650+ 12.02% |
$26.8K - $27.3K
|
6.06K
$253K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
8+ 7.77% |
$330 - $336
|
111
$4.63K
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
10.5KNew |
$432K - $440K
|
10.5K
$436K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
21.4K+ 41.55% |
$882K - $898K
|
72.8K
$3.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
325KNew |
$13.4M - $13.7M
|
325K
$13.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
14.5KNew |
$597K - $608K
|
14.5K
$604K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-247- 1.74% |
$10.2K - $10.4K
|
13.9K
$582K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.72KNew |
$71.1K - $72.3K
|
1.72K
$71.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-10.1K- 33.03% |
$416K - $423K
|
20.4K
$852K
|
|