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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
196+ 21.17% |
$8.03K - $8.19K
|
1.12K
$46.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
9+ 0.9% |
$369 - $376
|
1K
$41.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
15.9KNew |
$651K - $664K
|
15.9K
$662K
|
|
|
Apr 30, 2025
Q1 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
260+ 1.82% |
$10.6K - $10.9K
|
14.5K
$605K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-415- 2.26% |
$17K - $17.3K
|
18K
$748K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10K- 8.6% |
$410K - $418K
|
106K
$4.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
3.53K+ 38.44% |
$145K - $147K
|
12.7K
$529K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-26.8K- 76.94% |
$1.1M - $1.12M
|
8.03K
$334K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.39K- 22.68% |
$97.7K - $99.6K
|
8.13K
$338K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
544+ 4.74% |
$22.3K - $22.7K
|
12K
$501K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
64.1K+ 24.39% |
$2.62M - $2.68M
|
327K
$13.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
580New |
$23.8K - $24.2K
|
580
$24.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.41K- 6.06% |
$57.7K - $58.9K
|
21.9K
$911K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-80- 0.79% |
$3.28K - $3.34K
|
9.99K
$416K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.8K+ 4.32% |
$73.7K - $75.2K
|
43.5K
$1.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.25KNew |
$256K - $261K
|
6.25K
$260K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.87K+ 165.87% |
$404K - $412K
|
15.8K
$658K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
10KNew |
$410K - $418K
|
10K
$416K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$411K - $419K
|
10K
$418K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-65- 1.01% |
$2.66K - $2.72K
|
6.36K
$265K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-14.4K- 49.99% |
$588K - $600K
|
14.4K
$598K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
867+ 29.96% |
$35.5K - $36.2K
|
3.76K
$157K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-365- 3.39% |
$14.9K - $15.2K
|
10.4K
$433K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
133+ 1.57% |
$5.45K - $5.56K
|
8.62K
$359K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.52K+ 5.24% |
$62.4K - $63.7K
|
30.6K
$1.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-120- 9.58% |
$4.91K - $5.01K
|
1.13K
$47.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.54K+ 14.84% |
$63K - $64.2K
|
11.9K
$495K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-3- 0.01% |
$123 - $125
|
25.3K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
13.1KNew |
$537K - $547K
|
13.1K
$546K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
102+ 1.46% |
$4.18K - $4.26K
|
7.11K
$296K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
115K+ 127.73% |
$4.72M - $4.81M
|
205K
$8.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.89K- 12.28% |
$77.3K - $78.8K
|
13.5K
$561K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.11K- 5.4% |
$127K - $130K
|
54.4K
$2.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
177+ 0.62% |
$7.25K - $7.39K
|
28.5K
$1.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13.7K+ 20.26% |
$563K - $574K
|
81.6K
$3.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-227- 98.7% |
$9.3K - $9.48K
|
3
$125
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.99K+ 992.5% |
$81.3K - $82.9K
|
2.19K
$91K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-26- 0.15% |
$1.06K - $1.09K
|
17.8K
$741K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.37K- 15.94% |
$179K - $182K
|
23K
$959K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-951- 15.99% |
$38.9K - $39.7K
|
5K
$208K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
4.41K+ 45.2% |
$181K - $184K
|
14.2K
$590K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
32.2KNew |
$1.32M - $1.34M
|
32.2K
$1.34M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
178+ 3.65% |
$7.29K - $7.44K
|
5.05K
$210K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
190New |
$7.85K - $7.99K
|
190
$7.91K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21K- 8.56% |
$867K - $883K
|
224K
$9.35M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.18KNew |
$89.8K - $91.4K
|
2.18K
$90.5K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
4New |
$165 - $168
|
4
$167
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.6KNew |
$1.22M - $1.25M
|
29.6K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4K+ 206.46% |
$165K - $168K
|
5.93K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-300- 4.77% |
$12.4K - $12.6K
|
5.99K
$249K
|
|