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, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
5.59KNew |
$228K - $232K
|
5.59K
$236K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
200New |
$8.16K - $8.29K
|
200
$8.44K
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-304- 5.56% |
$12.4K - $12.6K
|
5.16K
$218K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-14- 0.26% |
$571 - $580
|
5.38K
$227K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
616New |
$25.1K - $25.5K
|
616
$26K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
131+ 0.42% |
$5.35K - $5.43K
|
31.1K
$1.31M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
125+ 166.67% |
$5.1K - $5.18K
|
200
$8.44K
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-95- 33.69% |
$3.63K - $3.96K
|
187
$7.89K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
12.9KNew |
$494K - $539K
|
12.9K
$545K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
458New |
$17.5K - $19.1K
|
458
$19.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.02K- 36.55% |
$115K - $126K
|
5.23K
$221K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.13K- 18.52% |
$43.2K - $47.2K
|
4.98K
$210K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-2.67K- 29.22% |
$102K - $111K
|
6.45K
$272K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.95K- 6.23% |
$74.5K - $81.3K
|
29.3K
$1.24M
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-5.69K- 46.33% |
$218K - $237K
|
6.6K
$278K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-164- 2.81% |
$6.27K - $6.84K
|
5.68K
$240K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
68.3KNew |
$2.61M - $2.85M
|
68.3K
$2.88M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
95+ 1.01% |
$3.63K - $3.96K
|
9.46K
$399K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
95New |
$3.63K - $3.96K
|
95
$4.01K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
556+ 7.54% |
$21.8K - $22.3K
|
7.93K
$335K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
510New |
$20K - $20.4K
|
510
$21.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
5.56KNew |
$218K - $223K
|
5.56K
$235K
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
196+ 0.97% |
$7.67K - $7.85K
|
20.3K
$857K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.33KNew |
$365K - $373K
|
9.33K
$394K
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
818+ 2.97% |
$32K - $32.7K
|
28.4K
$1.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
59+ 0.88% |
$2.31K - $2.36K
|
6.75K
$285K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
1.3K+ 19.53% |
$51K - $52.2K
|
7.98K
$337K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
1.67K+ 10.83% |
$65.4K - $66.9K
|
17.1K
$721K
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.3KNew |
$246K - $253K
|
6.3K
$266K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-155- 31.0% |
$6.04K - $6.22K
|
345
$14.6K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
30.3KNew |
$1.18M - $1.22M
|
30.3K
$1.28M
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-45.1K- 62.97% |
$1.76M - $1.81M
|
26.6K
$1.12M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.5K- 31.4% |
$97.5K - $100K
|
5.47K
$231K
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.31KNew |
$285K - $293K
|
7.31K
$308K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
424New |
$16.5K - $17K
|
424
$17.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$39 - $40.1
|
1
$42.2
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-339- 6.0% |
$13.2K - $13.6K
|
5.31K
$224K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-12- 12.5% |
$468 - $482
|
84
$3.54K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-65- 0.12% |
$2.53K - $2.61K
|
54.6K
$2.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
800New |
$31.2K - $32.1K
|
800
$33.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-312- 49.92% |
$12.2K - $12.5K
|
313
$13.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 1.88% |
$117 - $120
|
163
$6.88K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-171- 10.88% |
$6.66K - $6.86K
|
1.4K
$59.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-475- 9.86% |
$18.5K - $19.1K
|
4.34K
$183K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-820- 56.94% |
$31.9K - $32.9K
|
620
$26.2K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
28New |
$1.09K - $1.12K
|
28
$1.18K
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.83K- 10.98% |
$110K - $114K
|
23K
$969K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
6.9KNew |
$269K - $277K
|
6.9K
$291K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
187New |
$7.28K - $7.7K
|
187
$7.89K
|
|
|
May 03, 2023
Q1 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-534- 0.55% |
$20.8K - $22K
|
95.9K
$4.05M
|
|