Kowal Investment Group, LLC First Tr Tactical High Yield L Transaction History

Kowal Investment Group, LLC

$538 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$47.04 - $48.28 $10,113 - $10,380	-215 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$48.12 - $48.7 $10,345 - $10,470	215 New	215 $10,000

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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