Purchases and Sales Made in Q1 2024 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 2024. 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 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
15+ 0.59% |
$612 - $622
|
2.54K
$106K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
14New |
$571 - $580
|
14
$583
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
11+ 0.14% |
$449 - $456
|
7.98K
$332K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10+ 0.01% |
$408 - $415
|
94.2K
$3.92M
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
9+ 0.11% |
$367 - $373
|
7.93K
$330K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8+ 1.37% |
$326 - $332
|
592
$24.7K
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-14- 0.26% |
$571 - $580
|
5.38K
$224K
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-16- 0.05% |
$653 - $663
|
32.9K
$1.37M
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-42- 0.09% |
$1.71K - $1.74K
|
46.2K
$1.93M
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-51- 5.54% |
$2.08K - $2.11K
|
870
$36.3K
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-90Closed |
$3.67K - $3.73K
|
0
$0
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-117- 1.05% |
$4.77K - $4.85K
|
11K
$458K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-117- 1.72% |
$4.77K - $4.85K
|
6.7K
$279K
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-130- 0.84% |
$5.31K - $5.39K
|
15.4K
$642K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-161- 7.97% |
$6.57K - $6.68K
|
1.86K
$77.4K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-207- 10.67% |
$8.45K - $8.58K
|
1.73K
$72.2K
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-264- 0.83% |
$10.8K - $10.9K
|
31.6K
$1.32M
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-304- 5.56% |
$12.4K - $12.6K
|
5.16K
$215K
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-353- 55.59% |
$14.4K - $14.6K
|
282
$11.8K
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-460- 3.15% |
$18.8K - $19.1K
|
14.2K
$590K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-506- 0.75% |
$20.6K - $21K
|
66.8K
$2.78M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-527- 5.77% |
$21.5K - $21.8K
|
8.61K
$359K
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-534- 1.3% |
$21.8K - $22.1K
|
40.6K
$1.69M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-598- 8.08% |
$24.4K - $24.8K
|
6.81K
$284K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-619- 0.38% |
$25.3K - $25.7K
|
164K
$6.82M
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-670- 77.01% |
$27.3K - $27.8K
|
200
$8.33K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-670- 6.57% |
$27.3K - $27.8K
|
9.53K
$397K
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-712- 5.79% |
$29.1K - $29.5K
|
11.6K
$483K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-760- 17.77% |
$31K - $31.5K
|
3.52K
$147K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-987- 6.79% |
$40.3K - $40.9K
|
13.5K
$564K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.06K- 3.15% |
$43.3K - $44K
|
32.7K
$1.36M
|
|
Apr 30, 2024
Q1 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-1.08K- 1.35% |
$44.2K - $44.9K
|
79.3K
$3.31M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.17K- 6.9% |
$47.5K - $48.3K
|
15.7K
$655K
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.24K- 17.52% |
$50.6K - $51.5K
|
5.84K
$243K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.27K- 10.33% |
$51.7K - $52.6K
|
11K
$458K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.33K- 37.09% |
$54.4K - $55.2K
|
2.26K
$94.1K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.38K- 18.82% |
$56.3K - $57.2K
|
5.95K
$248K
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.49K- 6.07% |
$61K - $61.9K
|
23.1K
$963K
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.63K- 8.12% |
$66.4K - $67.4K
|
18.4K
$767K
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.63K- 6.67% |
$66.4K - $67.4K
|
22.7K
$948K
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.79K- 2.26% |
$72.9K - $74.1K
|
77.4K
$3.23M
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.98K- 25.28% |
$80.9K - $82.2K
|
5.86K
$244K
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.16K- 18.77% |
$88.1K - $89.5K
|
9.34K
$389K
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.37K- 29.05% |
$96.8K - $98.4K
|
5.8K
$241K
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-2.6K- 17.55% |
$106K - $108K
|
12.2K
$508K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.8K- 41.97% |
$114K - $116K
|
3.86K
$161K
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-2.88K- 14.3% |
$117K - $119K
|
17.2K
$718K
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-3.04K- 3.25% |
$124K - $126K
|
90.5K
$3.77M
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.55K- 30.3% |
$145K - $147K
|
8.17K
$340K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.62K- 4.36% |
$148K - $150K
|
79.4K
$3.31M
|