Concurrent Investment Advisors, LLC First Tr Tactical High Yield L Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Tactical High Yield L stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 78,695 shares of HYLS stock, worth $3.31 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

78,695

Previous 217,137 63.76%

Holding current value

$3.31 Million

Previous $8.91 Billion 63.08%

% of portfolio

0.06%

Previous 0.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$39.8 - $41.84 $5.51 Million - $5.79 Million	-138,442 Reduced 63.76%	78,695 $3.29 Billion
Q1 2025 Apr 29, 2025	BUY	$40.95 - $41.77 $352,497 - $359,556	8,608 Added 4.13%	217,137 $8.91 Billion
Q4 2024 Feb 03, 2025	BUY	$41.29 - $42.03 $20,975 - $21,351	508 Added 0.24%	208,529 $8.62 Billion
Q3 2024 Oct 30, 2024	BUY	$40.54 - $42.23 $328,860 - $342,569	8,112 Added 4.06%	208,021 $8.73 Billion
Q2 2024 Jul 30, 2024	BUY	$40.2 - $41.01 $3.12 Million - $3.18 Million	77,632 Added 63.49%	199,909 $8.12 Billion
Q1 2024 May 07, 2024	BUY	$40.81 - $41.46 $761,106 - $773,229	18,650 Added 18.0%	122,277 $5.04 Billion
Q4 2023 Apr 15, 2024	BUY	$38.23 - $41.71 $3.96 Million - $4.32 Million	103,627 New	103,627 $4.31 Billion

Others Institutions Holding HYLS

# of Institutions

233

Shares Held

24.2M

Call Options Held

Put Options Held

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About FIRST TR TACTICAL HIGH YIELD L

Ticker HYLS
Sector ETFs
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Concurrent Investment Advisors, LLC First Tr Tactical High Yield L Transaction History