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 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.48KClosed |
$175K - $205K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-135Closed |
$5.28K - $6.18K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
10.6K+ 130.78% |
$416K - $487K
|
18.8K
$783K
|
|
|
Aug 15, 2022
Q2 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-21KClosed |
$822K - $963K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-3.38K- 81.52% |
$132K - $155K
|
767
$32K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.75KClosed |
$264K - $309K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.35KClosed |
$131K - $153K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-49.8K- 87.33% |
$1.95M - $2.28M
|
7.22K
$301K
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.44K- 14.46% |
$56.4K - $66K
|
8.53K
$356K
|
|
|
Aug 05, 2022
Q2 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-6.01KClosed |
$235K - $275K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-129- 2.44% |
$5.05K - $5.91K
|
5.15K
$215K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-387Closed |
$15.1K - $17.7K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-4.86KClosed |
$190K - $222K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
418+ 3.25% |
$16.3K - $19.1K
|
13.3K
$553K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
180New |
$7.04K - $8.24K
|
180
$7.51K
|
|
|
Jul 28, 2022
Q2 2022
|
Manchester Financial Inc
|
SELL
|
- |
-433KClosed |
$16.9M - $19.8M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-445Closed |
$17.4K - $20.4K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-4.41KClosed |
$172K - $202K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-94.6KClosed |
$3.7M - $4.33M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-108KClosed |
$4.24M - $4.96M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
820New |
$32.1K - $37.6K
|
820
$34.2K
|
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
5.76KNew |
$225K - $264K
|
5.76K
$240K
|
|
|
Jul 20, 2022
Q2 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-30.3KClosed |
$1.18M - $1.39M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
78New |
$3.05K - $3.57K
|
78
$3.25K
|
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-4.73KClosed |
$185K - $217K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
SELL
|
- |
-174KClosed |
$6.79M - $7.96M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-1.76K- 16.38% |
$69K - $80.8K
|
9.01K
$376K
|
|
|
Jul 11, 2022
Q2 2022
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-32.8K- 72.78% |
$1.28M - $1.5M
|
12.3K
$512K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.29KClosed |
$190K - $205K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.28KClosed |
$234K - $252K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
700New |
$31K - $33.5K
|
700
$29.2K
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-700Closed |
$31K - $33.5K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-510Closed |
$22.6K - $24.4K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-13.9KClosed |
$616K - $665K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-8.5KClosed |
$377K - $406K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
580New |
$25.7K - $27.7K
|
580
$24.2K
|
|
|
May 02, 2022
Q1 2022
|
Howard Capital Management Inc.
|
SELL
|
- |
-61.2KClosed |
$2.71M - $2.93M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.32KClosed |
$191K - $206K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-9.33KClosed |
$413K - $446K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
341New |
$15.1K - $16.3K
|
341
$14.2K
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-159Closed |
$7.04K - $7.6K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-6.12KClosed |
$271K - $293K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
5.41KNew |
$255K - $261K
|
5.41K
$226K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.81KClosed |
$84.9K - $87.1K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
7.17KNew |
$337K - $346K
|
7.17K
$299K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.89KClosed |
$88.9K - $91.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-154KClosed |
$7.25M - $7.45M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-215Closed |
$10.1K - $10.4K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
187New |
$8.8K - $9.03K
|
187
$7.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
821New |
$38.6K - $39.6K
|
821
$34.3K
|
|