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 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
45New |
$1.84K - $1.88K
|
45
$1.9K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-6- 3.82% |
$246 - $251
|
151
$6.37K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.1K+ 21.05% |
$45K - $45.9K
|
6.31K
$266K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
15.9KNew |
$651K - $664K
|
15.9K
$671K
|
|
|
Apr 30, 2025
Q1 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
260+ 1.82% |
$10.6K - $10.9K
|
14.5K
$613K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.25KNew |
$256K - $261K
|
6.25K
$264K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
10KNew |
$410K - $418K
|
10K
$422K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
102+ 1.46% |
$4.18K - $4.26K
|
7.11K
$300K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-227- 98.7% |
$9.3K - $9.48K
|
3
$127
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-26- 0.15% |
$1.06K - $1.09K
|
17.8K
$752K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-951- 15.99% |
$38.9K - $39.7K
|
5K
$211K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
32.2KNew |
$1.32M - $1.34M
|
32.2K
$1.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
4.41K+ 45.2% |
$181K - $184K
|
14.2K
$598K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
178+ 3.65% |
$7.29K - $7.44K
|
5.05K
$213K
|
|
| Q4 2024 | |||||||
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
3.05K+ 4.83% |
$126K - $128K
|
66.2K
$2.79M
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
190New |
$7.85K - $7.99K
|
190
$8.02K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.18KNew |
$89.8K - $91.4K
|
2.18K
$91.8K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
4New |
$165 - $168
|
4
$169
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.6KNew |
$1.22M - $1.25M
|
29.6K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.33KNew |
$385K - $392K
|
9.33K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
2KNew |
$82.6K - $84.1K
|
2K
$84.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
650+ 12.02% |
$26.8K - $27.3K
|
6.06K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
171+ 0.53% |
$7.06K - $7.19K
|
32.4K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6New |
$248 - $252
|
6
$253
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21.6K+ 31.33% |
$894K - $910K
|
90.8K
$3.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
8+ 7.77% |
$330 - $336
|
111
$4.68K
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
10.5KNew |
$432K - $440K
|
10.5K
$441K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
21.4K+ 41.55% |
$882K - $898K
|
72.8K
$3.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
325KNew |
$13.4M - $13.7M
|
325K
$13.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
1.31K+ 1.89% |
$54K - $55K
|
70.4K
$2.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
14.5KNew |
$597K - $608K
|
14.5K
$610K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-247- 1.74% |
$10.2K - $10.4K
|
13.9K
$588K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.72KNew |
$71.1K - $72.3K
|
1.72K
$72.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-10.1K- 33.03% |
$416K - $423K
|
20.4K
$862K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
14.4KNew |
$595K - $605K
|
14.4K
$608K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-60- 18.75% |
$2.48K - $2.52K
|
260
$11K
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
61.4KNew |
$2.54M - $2.58M
|
61.4K
$2.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-655Closed |
$27K - $27.5K
|
0
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-213- 3.87% |
$8.79K - $8.95K
|
5.3K
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
479New |
$19.8K - $20.1K
|
479
$20.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.61K- 12.29% |
$66.3K - $67.5K
|
11.5K
$483K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.9KNew |
$535K - $544K
|
12.9K
$546K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
50New |
$2.06K - $2.1K
|
50
$2.11K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-12K- 37.62% |
$495K - $504K
|
19.9K
$838K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-164- 1.4% |
$6.77K - $6.89K
|
11.6K
$489K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
500+ 2.76% |
$20.6K - $21K
|
18.6K
$787K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
14+ 0.79% |
$578 - $588
|
1.8K
$75.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-369- 4.5% |
$15.2K - $15.5K
|
7.84K
$331K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
300New |
$12.4K - $12.6K
|
300
$12.7K
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
36.5KNew |
$1.48M - $1.54M
|
36.5K
$1.54M
|
|