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 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
23.3KNew |
$897K - $932K
|
23.3K
$974K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-646- 8.97% |
$24.9K - $25.8K
|
6.56K
$274K
|
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
6.14KNew |
$236K - $246K
|
6.14K
$257K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.03K+ 38.78% |
$155K - $161K
|
14.4K
$603K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
32New |
$1.23K - $1.28K
|
32
$1.34K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
500New |
$19.2K - $20K
|
500
$20.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-289- 29.05% |
$11.1K - $11.6K
|
706
$29.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-260- 91.87% |
$10K - $10.4K
|
23
$961
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
149+ 0.63% |
$5.74K - $5.96K
|
23.8K
$992K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.62KNew |
$101K - $105K
|
2.62K
$109K
|
|
| Q3 2022 | |||||||
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-47Closed |
$1.8K - $2K
|
0
$0
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-6- 1.21% |
$229 - $256
|
488
$20.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
253+ 2.24% |
$9.67K - $10.8K
|
11.5K
$482K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-639- 4.06% |
$24.4K - $27.2K
|
15.1K
$631K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-167- 74.89% |
$6.39K - $7.11K
|
56
$2.34K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Omega Group, Inc.
|
BUY
|
- |
8.19K+ 10.85% |
$313K - $349K
|
83.7K
$3.49M
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-13.6K- 60.09% |
$520K - $579K
|
9.03K
$377K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
391New |
$15K - $16.7K
|
391
$16.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.36KNew |
$52K - $57.9K
|
1.36K
$56.8K
|
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
2.45K+ 6.31% |
$93.5K - $104K
|
41.2K
$1.72M
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
27+ 0.35% |
$1.03K - $1.15K
|
7.8K
$326K
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
5.31KNew |
$203K - $226K
|
5.31K
$222K
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.63K+ 22.84% |
$101K - $112K
|
14.2K
$591K
|
|
| Q2 2022 | |||||||
|
Nov 14, 2024
Q2 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-4.41KClosed |
$172K - $202K
|
0
$0
|
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-5.05KClosed |
$198K - $231K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-234- 6.52% |
$9.15K - $10.7K
|
3.36K
$140K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.38K+ 1052.67% |
$53.9K - $63.2K
|
1.51K
$63.1K
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.48KClosed |
$175K - $205K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
10.6K+ 130.78% |
$416K - $487K
|
18.8K
$784K
|
|
|
Aug 15, 2022
Q2 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-21KClosed |
$822K - $963K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-135Closed |
$5.28K - $6.18K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-65.7K- 27.5% |
$2.57M - $3.01M
|
173K
$7.24M
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-3.38K- 81.52% |
$132K - $155K
|
767
$32K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.75KClosed |
$264K - $309K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.35KClosed |
$131K - $153K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-49.8K- 87.33% |
$1.95M - $2.28M
|
7.22K
$302K
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-129- 2.44% |
$5.05K - $5.91K
|
5.15K
$215K
|
|
|
Aug 05, 2022
Q2 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-6.01KClosed |
$235K - $275K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.44K- 14.46% |
$56.4K - $66K
|
8.53K
$356K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-387Closed |
$15.1K - $17.7K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-4.86KClosed |
$190K - $222K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
418+ 3.25% |
$16.3K - $19.1K
|
13.3K
$554K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
180New |
$7.04K - $8.24K
|
180
$7.52K
|
|
|
Jul 28, 2022
Q2 2022
|
Manchester Financial Inc
|
SELL
|
- |
-433KClosed |
$16.9M - $19.8M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-445Closed |
$17.4K - $20.4K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Marion Wealth Management
|
BUY
|
- |
8.35K+ 9.25% |
$326K - $382K
|
98.6K
$4.12M
|
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-4.41KClosed |
$172K - $202K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-94.6KClosed |
$3.7M - $4.33M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
820New |
$32.1K - $37.6K
|
820
$34.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-108KClosed |
$4.24M - $4.96M
|
0
$0
|
|