Holistic Financial Partners First Tr Tactical High Yield L Transaction History

Holistic Financial Partners

$205 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 06, 2020	SELL	$47.94 - $48.82 $250,917 - $255,523	-5,234 Closed	0 $0
Q2 2019 Aug 07, 2019	BUY	$47.54 - $48.35 $248,824 - $253,063	5,234 New	5,234 $252,000

Others Institutions Holding HYLS

# of Institutions

222

Shares Held

32M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

6.8M
Shares

$284 Million
0.54% of portfolio
Morgan Stanley New York, NY

5.31M
Shares

$222 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

3.18M
Shares

$133 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

$87.2 Million
0.02% of portfolio

About FIRST TR TACTICAL HIGH YIELD L

Ticker HYLS
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