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 |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
3.88K+ 15.4% |
$160K - $163K
|
29.1K
$1.21M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
702+ 1.79% |
$29K - $29.5K
|
39.8K
$1.65M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.41K+ 2.86% |
$58.1K - $59.1K
|
50.6K
$2.1M
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.39K- 11.66% |
$98.5K - $100K
|
18.1K
$751K
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
479New |
$19.8K - $20.1K
|
479
$19.9K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-213- 3.87% |
$8.79K - $8.95K
|
5.3K
$220K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-766- 6.79% |
$31.6K - $32.2K
|
10.5K
$437K
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
12.4K+ 124.43% |
$511K - $520K
|
22.3K
$927K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2.24K- 2.96% |
$92.3K - $94K
|
73.3K
$3.04M
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.52K+ 3.99% |
$310K - $316K
|
196K
$8.13M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.17K- 11.9% |
$213K - $217K
|
38.3K
$1.59M
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
15.3KNew |
$632K - $643K
|
15.3K
$636K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.51K- 99.93% |
$62.2K - $63.3K
|
1
$41.6
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.9KNew |
$535K - $544K
|
12.9K
$538K
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.61K- 12.29% |
$66.3K - $67.5K
|
11.5K
$476K
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.31K+ 12.44% |
$53.9K - $54.8K
|
11.8K
$490K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.63K+ 68.21% |
$356K - $363K
|
21.3K
$885K
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
400+ 2.6% |
$16.5K - $16.8K
|
15.8K
$657K
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-3- 0.01% |
$124 - $126
|
25.3K
$1.05M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.96K+ 6.23% |
$122K - $124K
|
50.4K
$2.09M
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.39K- 18.89% |
$57.2K - $58.2K
|
5.95K
$247K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
50New |
$2.06K - $2.1K
|
50
$2.08K
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-50- 0.71% |
$2.06K - $2.1K
|
7K
$291K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-10.9K- 29.85% |
$451K - $459K
|
25.7K
$1.07M
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-6.9K- 9.29% |
$285K - $290K
|
67.4K
$2.8M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.39K+ 2.73% |
$181K - $185K
|
165K
$6.86M
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.59KNew |
$314K - $319K
|
7.59K
$316K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-12K- 37.62% |
$495K - $504K
|
19.9K
$826K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-58- 1.94% |
$2.39K - $2.44K
|
2.94K
$122K
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-164- 1.4% |
$6.77K - $6.89K
|
11.6K
$482K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.95KNew |
$246K - $250K
|
5.95K
$247K
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
47.2KNew |
$1.95M - $1.98M
|
47.2K
$1.96M
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
217+ 1.23% |
$8.96K - $9.12K
|
17.8K
$741K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-369- 4.5% |
$15.2K - $15.5K
|
7.84K
$326K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
14+ 0.79% |
$578 - $588
|
1.8K
$74.6K
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
500+ 2.76% |
$20.6K - $21K
|
18.6K
$775K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-165- 1.05% |
$6.81K - $6.93K
|
15.5K
$645K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.98K- 7.12% |
$123K - $125K
|
38.8K
$1.61M
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
7.33K+ 19.24% |
$303K - $308K
|
45.4K
$1.89M
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
11.1K+ 3.64% |
$459K - $467K
|
317K
$13.2M
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-6.25K- 8.96% |
$258K - $263K
|
63.5K
$2.64M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.78K- 19.49% |
$156K - $159K
|
15.6K
$649K
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
3.59K+ 3.62% |
$148K - $151K
|
103K
$4.27M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.4K- 11.23% |
$182K - $185K
|
34.8K
$1.45M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.73KNew |
$360K - $367K
|
8.73K
$363K
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
4.88KNew |
$201K - $205K
|
4.88K
$203K
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.35K+ 2.19% |
$55.5K - $56.5K
|
62.9K
$2.61M
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.43K+ 0.86% |
$59K - $60K
|
167K
$6.95M
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
300New |
$12.4K - $12.6K
|
300
$12.5K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-6.79M- 99.84% |
$280M - $285M
|
10.8K
$447K
|