Collaborative Wealth Managment Inc. First Tr Tactical High Yield L Transaction History

Collaborative Wealth Managment Inc.

  • $222 Million
  • Q2 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in First Tr Tactical High Yield L stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 7,786 shares of HYLS stock, worth $327,089. This represents 0.15% of its overall portfolio holdings.

Number of Shares
7,786
Previous 7,775 0.14%
Holding current value
$327,089
Previous $319,000 1.88%
% of portfolio
0.15%
Previous 0.15%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$39.8 - $41.84 $437 - $460
11 Added 0.14%
7,786 $325,000
Q1 2025

May 08, 2025
SELL
$40.95 - $41.77 $3,112 - $3,174
-76 Reduced 0.97%
7,775 $319,000
Q3 2024

Nov 12, 2024
SELL
$40.54 - $42.23 $3,040 - $3,167
-75 Reduced 0.95%
7,851 $329,000
Q1 2024

May 10, 2024
BUY
$40.81 - $41.46 $367 - $373
9 Added 0.11%
7,926 $326,000
Q4 2023

Feb 07, 2024
SELL
$38.23 - $41.71 $96,721 - $105,526
-2,530 Reduced 24.22%
7,917 $329,000
Q2 2023

Aug 07, 2023
SELL
$38.96 - $40.13 $2,454 - $2,528
-63 Reduced 0.6%
10,447 $414,000
Q1 2023

May 08, 2023
BUY
$38.94 - $41.16 $116 - $123
3 Added 0.03%
10,510 $417,000
Q4 2022

Feb 10, 2023
BUY
$38.49 - $40.0 $4,811 - $5,000
125 Added 1.2%
10,507 $409,000
Q3 2022

Nov 14, 2022
SELL
$38.24 - $42.59 $59,424 - $66,184
-1,554 Reduced 13.02%
10,382 $398,000
Q1 2021

May 12, 2022
BUY
$48.43 - $49.23 $578,060 - $587,609
11,936 New
11,936 $546,000

Others Institutions Holding HYLS

# of Institutions
237
Shares Held
24.8M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR TACTICAL HIGH YIELD L

HYLS Quotes by TradingView
  • Ticker HYLS
  • Sector ETFs
  • Industry ETFs
More about HYLS
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