Captrust Financial Advisors First Tr Tactical High Yield L Transaction History

Captrust Financial Advisors

$33 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	BUY	$39.11 - $45.8 $53,932 - $63,158	1,379 Added 1052.67%	1,510 $59,000
Q2 2020 Aug 14, 2020	BUY	$41.77 - $47.26 $5,471 - $6,191	131 New	131 $6,000

Others Institutions Holding HYLS

# of Institutions

220

Shares Held

31.9M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

6.8M
Shares

$283 Million
0.54% of portfolio
Morgan Stanley New York, NY

5.31M
Shares

$221 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

3.18M
Shares

$132 Million
0.06% of portfolio
First Trust Advisors LP Wheaton, IL

2.8M
Shares

$117 Million
0.12% of portfolio
Wells Fargo & Company San Francisco, CA

2.09M
Shares

$86.7 Million
0.02% of portfolio

About FIRST TR TACTICAL HIGH YIELD L

Ticker HYLS
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