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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.36K+ 11.3% |
$54K - $56.8K
|
13.4K
$565K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.06K- 8.42% |
$42.2K - $44.4K
|
11.5K
$487K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
17.1K+ 55.76% |
$680K - $715K
|
47.7K
$2.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
2.02K+ 3.62% |
$80.3K - $84.4K
|
57.8K
$2.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-4.1K- 39.41% |
$163K - $172K
|
6.3K
$266K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.92K- 9.09% |
$116K - $122K
|
29.2K
$1.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.11K+ 14.35% |
$84.1K - $88.4K
|
16.8K
$710K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.19K+ 11.85% |
$47.3K - $49.7K
|
11.2K
$474K
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
1.13K+ 3.98% |
$45.1K - $47.4K
|
29.6K
$1.25M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
9+ 1.55% |
$358 - $377
|
589
$24.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.32K- 19.76% |
$172K - $181K
|
17.5K
$740K
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
299+ 3.05% |
$11.9K - $12.5K
|
10.1K
$426K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-28K- 51.46% |
$1.11M - $1.17M
|
26.4K
$1.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.28K+ 0.39% |
$51.1K - $53.7K
|
328K
$13.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-79.4K- 38.65% |
$3.16M - $3.32M
|
126K
$5.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-8.44K- 46.93% |
$336K - $353K
|
9.54K
$403K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-17.5K- 40.29% |
$697K - $733K
|
26K
$1.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-4.49K- 23.54% |
$179K - $188K
|
14.6K
$615K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
600+ 15.95% |
$23.9K - $25.1K
|
4.36K
$184K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-500- 6.23% |
$19.9K - $20.9K
|
7.53K
$318K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1.34K+ 13.44% |
$53.5K - $56.2K
|
11.3K
$478K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-757- 0.71% |
$30.1K - $31.7K
|
106K
$4.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-9- 0.04% |
$358 - $377
|
25.3K
$1.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.13K- 7.13% |
$44.9K - $47.2K
|
14.7K
$620K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-750- 7.22% |
$29.8K - $31.4K
|
9.64K
$407K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.46K+ 3.7% |
$57.9K - $60.9K
|
40.8K
$1.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-1.19K- 1.12% |
$47.5K - $50K
|
105K
$4.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
23.9KNew |
$952K - $1M
|
23.9K
$1.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-20- 3.23% |
$796 - $837
|
599
$25.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.1K- 9.66% |
$203K - $213K
|
47.7K
$2.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-54- 0.41% |
$2.15K - $2.26K
|
13.1K
$551K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.8K- 15.64% |
$508K - $534K
|
68.8K
$2.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-68.8K- 73.39% |
$2.74M - $2.88M
|
25K
$1.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-138K- 63.76% |
$5.51M - $5.79M
|
78.7K
$3.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.22K+ 19.71% |
$48.7K - $51.2K
|
7.43K
$314K
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
18.2K+ 17.52% |
$726K - $764K
|
122K
$5.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-31.4K- 50.75% |
$1.25M - $1.32M
|
30.5K
$1.29M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
96+ 208.7% |
$3.82K - $4.02K
|
142
$5.99K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-597- 4.86% |
$23.8K - $25K
|
11.7K
$493K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
254+ 74.49% |
$10.1K - $10.6K
|
595
$25.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-24.1K- 11.4% |
$959K - $1.01M
|
187K
$7.9M
|
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-7.54K- 15.48% |
$300K - $315K
|
41.1K
$1.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.85K+ 249.3% |
$114K - $119K
|
4K
$169K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-9.37K- 18.72% |
$373K - $392K
|
40.7K
$1.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-1.75K- 5.64% |
$69.5K - $73.1K
|
29.2K
$1.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.2K- 21.15% |
$87.6K - $92K
|
8.2K
$346K
|
|
|
Jul 22, 2025
Q2 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-7- 0.02% |
$279 - $293
|
45.6K
$1.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
542+ 8.47% |
$21.6K - $22.7K
|
6.94K
$293K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-221- 3.03% |
$8.8K - $9.25K
|
7.08K
$299K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.41K- 8.8% |
$136K - $143K
|
35.3K
$1.49M
|