L.M. Kohn & Company First Tr Tactical High Yield L Transaction History

L.M. Kohn & Company

$390 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$39.11 - $45.8 $5,045 - $5,908	-129 Reduced 2.44%	5,152 $202,000
Q1 2022 May 25, 2022	BUY	$44.3 - $47.81 $233,948 - $252,484	5,281 New	5,281 $242,000

Others Institutions Holding HYLS

# of Institutions

220

Shares Held

31.9M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

6.8M
Shares

$283 Million
0.54% of portfolio
Morgan Stanley New York, NY

5.31M
Shares

$221 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

3.18M
Shares

$132 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

$86.7 Million
0.02% of portfolio

About FIRST TR TACTICAL HIGH YIELD L

Ticker HYLS
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