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 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
14.4KNew |
$595K - $605K
|
14.4K
$601K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-60- 18.75% |
$2.48K - $2.52K
|
260
$10.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-655Closed |
$27K - $27.5K
|
0
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
479New |
$19.8K - $20.1K
|
479
$20K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-213- 3.87% |
$8.79K - $8.95K
|
5.3K
$221K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.61K- 12.29% |
$66.3K - $67.5K
|
11.5K
$478K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.9KNew |
$535K - $544K
|
12.9K
$540K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
50New |
$2.06K - $2.1K
|
50
$2.09K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-164- 1.4% |
$6.77K - $6.89K
|
11.6K
$484K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-12K- 37.62% |
$495K - $504K
|
19.9K
$829K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-369- 4.5% |
$15.2K - $15.5K
|
7.84K
$327K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
14+ 0.79% |
$578 - $588
|
1.8K
$74.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
300New |
$12.4K - $12.6K
|
300
$12.5K
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
36.5KNew |
$1.48M - $1.54M
|
36.5K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2.38K- 23.93% |
$96.3K - $100K
|
7.55K
$315K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-59- 0.95% |
$2.39K - $2.49K
|
6.13K
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
45New |
$1.82K - $1.9K
|
45
$1.88K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-436- 7.5% |
$17.7K - $18.4K
|
5.38K
$224K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-6- 15.0% |
$243 - $253
|
34
$1.42K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-3- 0.34% |
$122 - $127
|
867
$36.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
131New |
$5.31K - $5.53K
|
131
$5.47K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
145New |
$5.88K - $6.12K
|
145
$6.05K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
5.24KNew |
$212K - $221K
|
5.24K
$218K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-33- 94.29% |
$1.34K - $1.39K
|
2
$83.4
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
170New |
$6.89K - $7.18K
|
170
$7.09K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.14K- 12.09% |
$46.3K - $48.3K
|
8.31K
$347K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
75.5KNew |
$3.06M - $3.19M
|
75.5K
$3.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-37.5K- 50.17% |
$1.52M - $1.59M
|
37.3K
$1.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
11.8KNew |
$480K - $500K
|
11.8K
$494K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
21New |
$851 - $887
|
21
$876
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.45K- 2.39% |
$99.2K - $103K
|
100K
$4.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
61.5K+ 28.06% |
$2.49M - $2.6M
|
281K
$11.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-285- 4.87% |
$11.6K - $12K
|
5.57K
$233K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.45K- 93.5% |
$58.9K - $61.4K
|
101
$4.21K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-78- 0.47% |
$3.16K - $3.29K
|
16.4K
$683K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.51K- 2.76% |
$101K - $103K
|
88.3K
$3.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-3.77K- 40.37% |
$152K - $155K
|
5.57K
$232K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.6K+ 24.33% |
$185K - $189K
|
23.5K
$981K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
240New |
$9.65K - $9.84K
|
240
$10K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
900New |
$36.2K - $36.9K
|
900
$37.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.51KNew |
$60.6K - $61.8K
|
1.51K
$62.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-21.8K- 68.98% |
$877K - $895K
|
9.81K
$409K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.42KNew |
$97.2K - $99.2K
|
2.42K
$101K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
114New |
$4.58K - $4.68K
|
114
$4.76K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
219New |
$8.8K - $8.98K
|
219
$9.14K
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
8.74KNew |
$351K - $358K
|
8.74K
$365K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-40- 0.71% |
$1.61K - $1.64K
|
5.63K
$235K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
182New |
$7.32K - $7.46K
|
182
$7.59K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
19New |
$764 - $779
|
19
$793
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.89KNew |
$75.8K - $77.3K
|
1.89K
$78.7K
|
|