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 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
182New |
$7.32K - $7.46K
|
182
$7.56K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
19New |
$764 - $779
|
19
$790
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-98- 1.69% |
$3.94K - $4.02K
|
5.7K
$237K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.89KNew |
$75.8K - $77.3K
|
1.89K
$78.4K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.27KNew |
$51K - $52K
|
1.27K
$52.7K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
446+ 320.86% |
$17.9K - $18.3K
|
585
$24.3K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-90Closed |
$3.67K - $3.73K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
37.9KNew |
$1.55M - $1.57M
|
37.9K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.38K- 18.82% |
$56.3K - $57.2K
|
5.95K
$247K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.8K+ 48.66% |
$929K - $944K
|
69.5K
$2.89M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.5K+ 18.91% |
$675K - $686K
|
104K
$4.32M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-43.4K- 96.97% |
$1.77M - $1.8M
|
1.36K
$56.4K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
400New |
$16.3K - $16.6K
|
400
$16.6K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
14New |
$571 - $580
|
14
$582
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-4.55K- 45.09% |
$185K - $188K
|
5.53K
$230K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.16KNew |
$292K - $297K
|
7.16K
$298K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
952+ 8.71% |
$38.9K - $39.5K
|
11.9K
$494K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
362New |
$14.8K - $15K
|
362
$15K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-73K- 74.53% |
$2.98M - $3.03M
|
25K
$1.04M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
21.1KNew |
$863K - $877K
|
21.1K
$879K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
53New |
$2.16K - $2.2K
|
53
$2.2K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
5.59KNew |
$228K - $232K
|
5.59K
$232K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
200New |
$8.16K - $8.29K
|
200
$8.31K
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-304- 5.56% |
$12.4K - $12.6K
|
5.16K
$214K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-670- 77.01% |
$27.3K - $27.8K
|
200
$8.31K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-14- 0.26% |
$571 - $580
|
5.38K
$224K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
616New |
$25.1K - $25.5K
|
616
$25.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
131+ 0.42% |
$5.35K - $5.43K
|
31.1K
$1.29M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
125+ 166.67% |
$5.1K - $5.18K
|
200
$8.31K
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-95- 33.69% |
$3.63K - $3.96K
|
187
$7.77K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-3.93K- 38.63% |
$150K - $164K
|
6.24K
$259K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
12.9KNew |
$494K - $539K
|
12.9K
$537K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
46New |
$1.76K - $1.92K
|
46
$1.91K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
458New |
$17.5K - $19.1K
|
458
$19K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.02K- 36.55% |
$115K - $126K
|
5.23K
$217K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-110K- 74.81% |
$4.2M - $4.58M
|
37K
$1.54M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.13K- 18.52% |
$43.2K - $47.2K
|
4.98K
$207K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.85KNew |
$223K - $244K
|
5.85K
$243K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-2.67K- 29.22% |
$102K - $111K
|
6.45K
$268K
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
2.3K+ 1.86% |
$87.9K - $95.9K
|
126K
$5.24M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.95K- 6.23% |
$74.5K - $81.3K
|
29.3K
$1.22M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-164- 2.81% |
$6.27K - $6.84K
|
5.68K
$236K
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-5.69K- 46.33% |
$218K - $237K
|
6.6K
$274K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
68.3KNew |
$2.61M - $2.85M
|
68.3K
$2.84M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
95+ 1.01% |
$3.63K - $3.96K
|
9.46K
$393K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
95New |
$3.63K - $3.96K
|
95
$3.95K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
556+ 7.54% |
$21.8K - $22.3K
|
7.93K
$330K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.67KNew |
$222K - $227K
|
5.67K
$236K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
510New |
$20K - $20.4K
|
510
$21.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
5.56KNew |
$218K - $223K
|
5.56K
$231K
|
|