Holistic Planning, LLC First Tr Tactical High Yield L Transaction History

Holistic Planning, LLC

$295 Billion
Q1 2025

A detailed history of Holistic Planning, LLC transactions in First Tr Tactical High Yield L stock. As of the latest transaction made, Holistic Planning, LLC holds 13,105 shares of HYLS stock, worth $533,111. This represents 0.18% of its overall portfolio holdings.

Number of Shares

13,105

Holding current value

$533,111

% of portfolio

0.18%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$40.95 - $41.77 $536,649 - $547,395	13,105 New	13,105 $538 Million

Others Institutions Holding HYLS

# of Institutions

240

Shares Held

25.1M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

5.1M
Shares

$207 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.9M
Shares

$118 Million
0.05% of portfolio
First Trust Advisors LP Wheaton, IL

2.69M
Shares

$109 Million
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

2.04M
Shares

$83.2 Million
0.02% of portfolio
Ubs Group Ag

1.08M
Shares

$44 Million
0.01% of portfolio

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About FIRST TR TACTICAL HIGH YIELD L

Ticker HYLS
Sector ETFs
Industry ETFs

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Holistic Planning, LLC First Tr Tactical High Yield L Transaction History