Ignite Planners, LLC First Tr Tactical High Yield L Transaction History

Ignite Planners, LLC

$419 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 10, 2023	BUY	$39.14 - $40.03 $50,999 - $52,159	1,303 Added 19.53%	7,975 $312,000
Q1 2023 Apr 17, 2023	SELL	$38.94 - $41.16 $184,809 - $195,345	-4,746 Reduced 41.57%	6,672 $265,000
Q4 2022 Feb 02, 2023	BUY	$38.49 - $40.0 $14,318 - $14,880	372 Added 3.37%	11,418 $444,000
Q3 2022 Oct 12, 2022	SELL	$38.24 - $42.59 $26,959 - $30,025	-705 Reduced 6.0%	11,046 $431,000
Q2 2022 Jul 15, 2022	SELL	$39.11 - $45.8 $346,397 - $405,650	-8,857 Reduced 42.98%	11,751 $466,000
Q1 2022 May 13, 2022	SELL	$44.3 - $47.81 $138,437 - $149,406	-3,125 Reduced 13.17%	20,608 $909,000
Q4 2021 Feb 02, 2022	BUY	$47.04 - $48.28 $1.12 Million - $1.15 Million	23,733 New	23,733 $1.13 Million

Others Institutions Holding HYLS

# of Institutions

216

Shares Held

30.2M

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

4.33M
Shares

$181 Million
0.01% of portfolio
First Trust Advisors LP Wheaton, IL

2.57M
Shares

$108 Million
0.11% of portfolio
Lpl Financial LLC Fort Mill, SC

2.51M
Shares

$105 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

2.27M
Shares

$94.8 Million
0.02% of portfolio

About FIRST TR TACTICAL HIGH YIELD L

Ticker HYLS
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