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 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-10KClosed |
$484K - $489K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.33KClosed |
$161K - $163K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-11.1KClosed |
$536K - $542K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-100Closed |
$4.83K - $4.89K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-2.4KClosed |
$116K - $117K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Purus Wealth Management, LLC
|
SELL
|
- |
-4.31KClosed |
$208K - $210K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-8.87KClosed |
$428K - $433K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-8.12KClosed |
$392K - $397K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
City Holding CO
|
SELL
|
- |
-370- 21.45% |
$17.9K - $18.1K
|
1.36K
$56.4K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-36Closed |
$1.74K - $1.77K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-105Closed |
$5.09K - $5.17K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-1.75KClosed |
$84.9K - $86.3K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-212Closed |
$10.3K - $10.4K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-10.8KClosed |
$521K - $529K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-31.5KClosed |
$1.53M - $1.55M
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-660Closed |
$32K - $32.5K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Ascension Asset Management LLC
|
SELL
|
- |
-81.1KClosed |
$3.93M - $3.99M
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-96Closed |
$4.65K - $4.73K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-145Closed |
$7.02K - $7.14K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-7.32KClosed |
$355K - $360K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
88.6KNew |
$4.15M - $4.33M
|
88.6K
$3.68M
|
|
|
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
$582
|
|
|
Feb 04, 2021
Q4 2020
|
Trustcore Financial Services, LLC
|
BUY
|
- |
5+ 1.33% |
$234 - $244
|
382
$15.9K
|
|
|
Jan 27, 2021
Q4 2020
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
320New |
$15K - $15.6K
|
320
$13.3K
|
|
|
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
$3.96M
|
|
| 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
$134K
|
|
|
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 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-31KClosed |
$1.16M - $1.52M
|
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
|
|