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 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
800New |
$31.2K - $32.1K
|
800
$33.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-312- 49.92% |
$12.2K - $12.5K
|
313
$13.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 1.88% |
$117 - $120
|
163
$6.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-171- 10.88% |
$6.66K - $6.86K
|
1.4K
$58.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-475- 9.86% |
$18.5K - $19.1K
|
4.34K
$181K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-820- 56.94% |
$31.9K - $32.9K
|
620
$25.9K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
28New |
$1.09K - $1.12K
|
28
$1.17K
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.83K- 10.98% |
$110K - $114K
|
23K
$958K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
6.9KNew |
$269K - $277K
|
6.9K
$288K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
187New |
$7.28K - $7.7K
|
187
$7.8K
|
|
|
May 03, 2023
Q1 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-534- 0.55% |
$20.8K - $22K
|
95.9K
$4M
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-226- 2.74% |
$8.8K - $9.3K
|
8.03K
$335K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
414New |
$16.1K - $17K
|
414
$17.3K
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
267+ 3.09% |
$10.4K - $11K
|
8.92K
$372K
|
|
| Q4 2022 | |||||||
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-167Closed |
$6.43K - $6.68K
|
0
$0
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-32.4K- 85.78% |
$1.25M - $1.29M
|
5.36K
$224K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
527New |
$20.3K - $21.1K
|
527
$22K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.48KNew |
$56.9K - $59.2K
|
1.48K
$61.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
7.91K+ 1996.46% |
$304K - $316K
|
8.3K
$346K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
15KNew |
$577K - $600K
|
15K
$626K
|
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
52.9KNew |
$2.04M - $2.12M
|
52.9K
$2.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.26K+ 18.6% |
$48.6K - $50.5K
|
8.05K
$336K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-8.77K- 60.62% |
$338K - $351K
|
5.7K
$238K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-199- 2.83% |
$7.66K - $7.96K
|
6.84K
$285K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-646- 8.97% |
$24.9K - $25.8K
|
6.56K
$273K
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-11.1K- 24.19% |
$428K - $445K
|
34.9K
$1.45M
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
23.3KNew |
$897K - $932K
|
23.3K
$972K
|
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
6.14KNew |
$236K - $246K
|
6.14K
$256K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.03K+ 38.78% |
$155K - $161K
|
14.4K
$602K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
32New |
$1.23K - $1.28K
|
32
$1.34K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
500New |
$19.2K - $20K
|
500
$20.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-289- 29.05% |
$11.1K - $11.6K
|
706
$29.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-260- 91.87% |
$10K - $10.4K
|
23
$960
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
149+ 0.63% |
$5.74K - $5.96K
|
23.8K
$991K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.62KNew |
$101K - $105K
|
2.62K
$109K
|
|
| Q3 2022 | |||||||
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-47Closed |
$1.8K - $2K
|
0
$0
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-6- 1.21% |
$229 - $256
|
488
$20.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
253+ 2.24% |
$9.67K - $10.8K
|
11.5K
$481K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-639- 4.06% |
$24.4K - $27.2K
|
15.1K
$631K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Omega Group, Inc.
|
BUY
|
- |
8.19K+ 10.85% |
$313K - $349K
|
83.7K
$3.49M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-167- 74.89% |
$6.39K - $7.11K
|
56
$2.34K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.36KNew |
$52K - $57.9K
|
1.36K
$56.7K
|
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
2.45K+ 6.31% |
$93.5K - $104K
|
41.2K
$1.72M
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
27+ 0.35% |
$1.03K - $1.15K
|
7.8K
$326K
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
5.31KNew |
$203K - $226K
|
5.31K
$222K
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.63K+ 22.84% |
$101K - $112K
|
14.2K
$590K
|
|
| Q2 2022 | |||||||
|
Nov 14, 2024
Q2 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-4.41KClosed |
$172K - $202K
|
0
$0
|
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-5.05KClosed |
$198K - $231K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-234- 6.52% |
$9.15K - $10.7K
|
3.36K
$140K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.38K+ 1052.67% |
$53.9K - $63.2K
|
1.51K
$63K
|
|