Plotkin Financial Advisors, LLC First Tr Tactical High Yield L Transaction History

Plotkin Financial Advisors, LLC

$167 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Nov 14, 2024	SELL	$39.11 - $45.8 $172,475 - $201,978	-4,410 Closed	0 $0
Q1 2022 Nov 14, 2024	SELL	$44.3 - $47.81 $24,497 - $26,438	-553 Reduced 11.14%	4,410 $202 Million
Q4 2021 Nov 14, 2024	SELL	$47.04 - $48.28 $379,330 - $389,329	-8,064 Reduced 61.9%	4,963 $237 Million
Q3 2021 Nov 14, 2024	SELL	$48.12 - $48.7 $207,300 - $209,799	-4,308 Reduced 24.85%	13,027 $628 Million
Q2 2021 Nov 14, 2024	SELL	$48.31 - $48.86 $45,073 - $45,586	-933 Reduced 5.11%	17,335 $841 Million
Q1 2021 Nov 14, 2024	SELL	$48.43 - $49.23 $57,292 - $58,239	-1,183 Reduced 6.08%	18,268 $889 Million
Q4 2020 Nov 14, 2024	SELL	$46.84 - $48.84 $92,368 - $96,312	-1,972 Reduced 9.21%	19,451 $948 Million
Q3 2020 Nov 14, 2024	SELL	$46.08 - $47.88 $9,400 - $9,767	-204 Reduced 0.94%	21,423 $1.01 Billion
Q2 2020 Nov 14, 2024	BUY	$41.77 - $47.26 $695,011 - $786,359	16,639 Added 333.58%	21,627 $991 Million
Q1 2020 Nov 14, 2024	SELL	$37.51 - $49.05 $96,663 - $126,401	-2,577 Reduced 34.06%	4,988 $209 Million
Q4 2019 Nov 14, 2024	BUY	$47.94 - $48.82 $362,666 - $369,323	7,565 New	7,565 $369 Million

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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