Purchases and Sales Made in Q1 2023 in First Tr Tactical High Yield L (HYLS)
This table provides information about the institutional ownership of First Tr Tactical High Yield L (HYLS) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR TACTICAL HIGH YIELD L.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
5K+ 6.62% |
$195K - $206K
|
80.5K
$3.34M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.4K+ 7.5% |
$171K - $181K
|
63.1K
$2.62M
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.34K+ 24.89% |
$169K - $178K
|
21.8K
$904K
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.21K+ 5.42% |
$164K - $173K
|
82K
$3.41M
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.17K+ 116.69% |
$162K - $172K
|
7.74K
$322K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.89K+ 56.37% |
$152K - $160K
|
10.8K
$449K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.59K+ 29.49% |
$140K - $148K
|
15.8K
$655K
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.58K+ 3.19% |
$140K - $148K
|
116K
$4.82M
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.41K+ 19.15% |
$133K - $140K
|
21.2K
$882K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.34K+ 4.13% |
$130K - $137K
|
84.1K
$3.49M
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.97K+ 21.87% |
$116K - $122K
|
16.6K
$688K
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.56K+ 48.57% |
$99.8K - $105K
|
7.84K
$326K
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.52K+ 22.84% |
$98K - $104K
|
13.5K
$562K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.42K+ 7.15% |
$94.2K - $99.6K
|
36.2K
$1.51M
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.34K+ 38.38% |
$91.3K - $96.5K
|
8.45K
$351K
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.34K+ 6.26% |
$91.2K - $96.4K
|
39.7K
$1.65M
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.03K+ 8.53% |
$79.2K - $83.7K
|
25.9K
$1.08M
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.93K+ 250.65% |
$75.2K - $79.4K
|
2.7K
$112K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.62K+ 2.56% |
$63.2K - $66.8K
|
65.1K
$2.7M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.61K+ 9.27% |
$62.7K - $66.2K
|
19K
$788K
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.59K+ 7.02% |
$62K - $65.5K
|
24.3K
$1.01M
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.57KNew |
$61.2K - $64.7K
|
1.57K
$65.3K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.5K+ 7.37% |
$58.3K - $61.6K
|
21.8K
$906K
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.4K+ 19.48% |
$54.6K - $57.7K
|
8.59K
$357K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.38K+ 9.97% |
$53.7K - $56.8K
|
15.2K
$632K
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.37K+ 22.14% |
$53.3K - $56.3K
|
7.55K
$314K
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.28K+ 12.45% |
$50K - $52.8K
|
11.6K
$482K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.27K+ 62.19% |
$49.5K - $52.3K
|
3.31K
$138K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.22KNew |
$47.6K - $50.3K
|
1.22K
$50.8K
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
1.18K+ 22.38% |
$45.9K - $48.6K
|
6.45K
$268K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.11K+ 8.71% |
$43.1K - $45.5K
|
13.8K
$574K
|
|
Apr 13, 2023
Q1 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
1.05K+ 6.5% |
$40.7K - $43.1K
|
17.1K
$712K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.04K+ 11.93% |
$40.4K - $42.7K
|
9.73K
$404K
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
986+ 3.37% |
$38.4K - $40.6K
|
30.2K
$1.26M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
932+ 2389.74% |
$36.3K - $38.4K
|
971
$40.3K
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
796+ 1.0% |
$31K - $32.8K
|
80.5K
$3.34M
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
625New |
$24.3K - $25.7K
|
625
$26K
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
612+ 8.55% |
$23.8K - $25.2K
|
7.77K
$323K
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
604+ 6.02% |
$23.5K - $24.9K
|
10.6K
$442K
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
582+ 1.9% |
$22.7K - $24K
|
31.3K
$1.3M
|
|
Feb 11, 2025
Q1 2023
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
466+ 3.34% |
$18.1K - $19.2K
|
14.4K
$600K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
456+ 4.22% |
$17.8K - $18.8K
|
11.3K
$468K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
414New |
$16.1K - $17K
|
414
$17.2K
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
380+ 2.27% |
$14.8K - $15.6K
|
17.1K
$711K
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
267+ 3.09% |
$10.4K - $11K
|
8.92K
$371K
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
205+ 0.97% |
$7.98K - $8.44K
|
21.4K
$888K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
187New |
$7.28K - $7.7K
|
187
$7.77K
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
127+ 0.34% |
$4.95K - $5.23K
|
37.1K
$1.54M
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
123+ 1.37% |
$4.79K - $5.06K
|
9.12K
$379K
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
107+ 1.18% |
$4.17K - $4.4K
|
9.16K
$381K
|