Latest Institutional Transactions on First Tr Tactical High Yield L (HYLS)
This table provides information on the latest institutional transactions involving First Tr Tactical High Yield L (HYLS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-7.54K- 15.48% |
$300K - $315K
|
41.1K
$1.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-24.1K- 11.4% |
$959K - $1.01M
|
187K
$7.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
542+ 8.47% |
$21.6K - $22.7K
|
6.94K
$289K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-221- 3.03% |
$8.8K - $9.25K
|
7.08K
$295K
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-1.75K- 5.64% |
$69.5K - $73.1K
|
29.2K
$1.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-9.37K- 18.72% |
$373K - $392K
|
40.7K
$1.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.2K- 21.15% |
$87.6K - $92K
|
8.2K
$341K
|
|
|
Jul 22, 2025
Q2 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-7- 0.02% |
$279 - $293
|
45.6K
$1.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5+ 0.18% |
$199 - $209
|
2.73K
$114K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.41K- 8.8% |
$136K - $143K
|
35.3K
$1.47M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-869- 5.1% |
$34.6K - $36.4K
|
16.2K
$674K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.29K- 2.35% |
$51.5K - $54.1K
|
53.7K
$2.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.73KNew |
$347K - $365K
|
8.73K
$363K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-46- 1.41% |
$1.83K - $1.92K
|
3.23K
$134K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.83K- 2.9% |
$192K - $202K
|
162K
$6.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-214- 0.3% |
$8.52K - $8.95K
|
70.8K
$2.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-331- 1.32% |
$13.2K - $13.8K
|
24.7K
$1.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-59- 0.98% |
$2.35K - $2.47K
|
5.95K
$248K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
401+ 7.9% |
$16K - $16.8K
|
5.48K
$228K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
851+ 8.44% |
$33.9K - $35.6K
|
10.9K
$455K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-492- 1.66% |
$19.6K - $20.6K
|
29.1K
$1.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-51.8K- 47.51% |
$2.06M - $2.17M
|
57.3K
$2.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.96K- 11.32% |
$118K - $124K
|
23.2K
$964K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
490+ 109.87% |
$19.5K - $20.5K
|
936
$39K
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-108- 0.78% |
$4.3K - $4.52K
|
13.8K
$574K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.6K+ 5.56% |
$103K - $109K
|
49.3K
$2.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.05K- 6.1% |
$41.9K - $44.1K
|
16.2K
$674K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
76+ 0.8% |
$3.02K - $3.18K
|
9.57K
$399K
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
2.05K+ 3.19% |
$81.7K - $85.9K
|
66.3K
$2.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-9- 0.04% |
$358 - $377
|
20.5K
$853K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-994- 21.38% |
$39.6K - $41.6K
|
3.66K
$152K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.55K+ 3.46% |
$101K - $107K
|
76.2K
$3.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.1KNew |
$482K - $507K
|
12.1K
$504K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.82K+ 1.8% |
$232K - $244K
|
330K
$13.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.41K- 6.13% |
$56K - $58.8K
|
21.5K
$896K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-290- 20.31% |
$11.5K - $12.1K
|
1.14K
$47.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-358- 3.48% |
$14.2K - $15K
|
9.94K
$414K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.77K+ 3.92% |
$190K - $200K
|
127K
$5.27M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-37.7K- 11.59% |
$1.5M - $1.58M
|
288K
$12M
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-78.9K- 59.34% |
$3.23M - $3.3M
|
54.1K
$2.25M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
20+ 0.09% |
$819 - $835
|
21.9K
$910K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.46K+ 2.42% |
$101K - $103K
|
104K
$4.34M
|
|
|
May 15, 2025
Q1 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
53.4KNew |
$2.19M - $2.23M
|
53.4K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
6.32KNew |
$259K - $264K
|
6.32K
$263K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.17K+ 30.65% |
$88.8K - $90.6K
|
9.25K
$385K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.66K- 6.64% |
$355K - $362K
|
122K
$5.07M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
26K+ 82.46% |
$1.06M - $1.09M
|
57.5K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-361- 5.79% |
$14.8K - $15.1K
|
5.88K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.08K+ 9.91% |
$85K - $86.7K
|
23K
$958K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-20K- 29.85% |
$819K - $835K
|
47K
$1.96M
|
|