A detailed history of Roi Financial Advisors, LLC transactions in First Tr Tactical High Yield L stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 5,582 shares of HYLS stock, worth $232,155. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,582
Previous 5,508 1.34%
Holding current value
$232,155
Previous $224 Million 4.66%
% of portfolio
0.16%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$40.54 - $42.23 $2,999 - $3,125
74 Added 1.34%
5,582 $234 Million
Q2 2024

Aug 09, 2024

BUY
$40.2 - $41.01 $3,055 - $3,116
76 Added 1.4%
5,508 $224 Million
Q1 2024

May 13, 2024

BUY
$40.81 - $41.46 $4,121 - $4,187
101 Added 1.89%
5,432 $224 Million
Q4 2023

Feb 13, 2024

BUY
$38.23 - $41.71 $203,804 - $222,356
5,331 New
5,331 $222 Million

Others Institutions Holding HYLS

About FIRST TR TACTICAL HIGH YIELD L


  • Ticker HYLS
  • Sector ETFs
  • Industry ETFs
More about HYLS
Track This Portfolio

Track Roi Financial Advisors, LLC Portfolio

Follow Roi Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Roi Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roi Financial Advisors, LLC with notifications on news.