Balboa Wealth Partners First Tr Tactical High Yield L Transaction History

Balboa Wealth Partners

$476 Million
Q2 2025

A detailed history of Balboa Wealth Partners transactions in First Tr Tactical High Yield L stock. As of the latest transaction made, Balboa Wealth Partners holds 23,929 shares of HYLS stock, worth $997,600. This represents 0.21% of its overall portfolio holdings.

Number of Shares

23,929

Holding current value

$997,600

% of portfolio

0.21%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 29, 2025	BUY	$39.8 - $41.84 $952,374 - $1 Million	23,929 New	23,929 $1 Million

Others Institutions Holding HYLS

# of Institutions

235

Shares Held

24.7M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

5.63M
Shares

$235 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

3.53M
Shares

$147 Million
0.06% of portfolio
First Trust Advisors LP Wheaton, IL

2.78M
Shares

$116 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

1.94M
Shares

$80.8 Million
0.02% of portfolio
Ubs Group Ag

1.14M
Shares

$47.7 Million
0.01% of portfolio

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About FIRST TR TACTICAL HIGH YIELD L

Ticker HYLS
Sector ETFs
Industry ETFs

More about HYLS

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Balboa Wealth Partners First Tr Tactical High Yield L Transaction History