Bennett Associates Wealth Management First Tr Tactical High Yield L Transaction History

Bennett Associates Wealth Management

$130 Billion
Q2 2025

A detailed history of Bennett Associates Wealth Management transactions in First Tr Tactical High Yield L stock. As of the latest transaction made, Bennett Associates Wealth Management holds 45,590 shares of HYLS stock, worth $1.9 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares

45,590

Previous 45,597 0.02%

Holding current value

$1.9 Million

Previous $1.87 Billion 1.86%

% of portfolio

1.47%

Previous 1.54%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$39.8 - $41.84 $278 - $292	-7 Reduced 0.02%	45,590 $1.91 Billion
Q1 2025 Apr 09, 2025	BUY	$40.95 - $41.77 $7,575 - $7,727	185 Added 0.41%	45,597 $1.87 Billion
Q4 2024 Jan 14, 2025	BUY	$41.29 - $42.03 $302,573 - $307,995	7,328 Added 19.24%	45,412 $1.88 Billion
Q3 2024 Nov 07, 2024	BUY	$40.54 - $42.23 $26,918 - $28,040	664 Added 1.77%	38,084 $1.6 Billion
Q2 2024 Jul 16, 2024	BUY	$40.2 - $41.01 $37,707 - $38,467	938 Added 2.57%	37,420 $1.52 Billion
Q1 2024 Apr 22, 2024	BUY	$40.81 - $41.46 $84,068 - $85,407	2,060 Added 5.98%	36,482 $1.5 Billion
Q4 2023 Feb 14, 2024	BUY	$38.23 - $41.71 $1.32 Million - $1.44 Million	34,422 New	34,422 $1.43 Billion

Others Institutions Holding HYLS

# of Institutions

237

Shares Held

24.8M

Call Options Held

Put Options Held

View Full List

About FIRST TR TACTICAL HIGH YIELD L

Ticker HYLS
Sector ETFs
Industry ETFs

More about HYLS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bennett Associates Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Bennett Associates Wealth Management with notifications on news.

Account

Bennett Associates Wealth Management First Tr Tactical High Yield L Transaction History