Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
626K+ 21.56% |
$25.6M - $26.1M
|
3.53M
$146M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
535K+ 10.5% |
$21.9M - $22.3M
|
5.63M
$233M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
157K+ 176.26% |
$6.41M - $6.54M
|
245K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
136K+ 37.57% |
$5.58M - $5.69M
|
499K
$20.6M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
133K+ 78.06% |
$5.46M - $5.57M
|
304K
$12.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
115K+ 127.73% |
$4.72M - $4.81M
|
205K
$8.5M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
95.9K+ 3.57% |
$3.93M - $4.01M
|
2.78M
$115M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
82.6K+ 163.8% |
$3.38M - $3.45M
|
133K
$5.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
64.1K+ 24.39% |
$2.62M - $2.68M
|
327K
$13.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
63.9K+ 5.91% |
$2.62M - $2.67M
|
1.14M
$47.4M
|
|
|
May 15, 2025
Q1 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
53.4KNew |
$2.19M - $2.23M
|
53.4K
$2.21M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
52.1K+ 125.17% |
$2.14M - $2.18M
|
93.8K
$3.88M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
39.9KNew |
$1.63M - $1.67M
|
39.9K
$1.65M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
37K+ 14.33% |
$1.51M - $1.55M
|
295K
$12.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
32.2KNew |
$1.32M - $1.34M
|
32.2K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
31.7K+ 43.12% |
$1.3M - $1.32M
|
105K
$4.35M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
28.9K+ 37.21% |
$1.18M - $1.21M
|
106K
$4.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
27.1K+ 1722.4% |
$1.11M - $1.13M
|
28.7K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
26K+ 82.46% |
$1.06M - $1.09M
|
57.5K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.1K+ 13.24% |
$947K - $966K
|
198K
$8.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
20.5KNew |
$840K - $857K
|
20.5K
$849K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
18.5K+ 40.4% |
$758K - $773K
|
64.3K
$2.66M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
17.9K+ 4004.04% |
$731K - $746K
|
18.3K
$758K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
16.1KNew |
$658K - $671K
|
16.1K
$665K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
15.9KNew |
$651K - $664K
|
15.9K
$658K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
15.6K+ 7.95% |
$637K - $650K
|
211K
$8.74M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
13.7K+ 32.69% |
$563K - $574K
|
55.8K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
13.7KNew |
$563K - $574K
|
13.7K
$569K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13.7K+ 20.26% |
$563K - $574K
|
81.6K
$3.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
13.1KNew |
$537K - $547K
|
13.1K
$542K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
10.8K+ 17.09% |
$440K - $449K
|
73.7K
$3.05M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
10.4KNew |
$426K - $434K
|
10.4K
$431K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
10.3K+ 25.78% |
$420K - $429K
|
50.1K
$2.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$411K - $419K
|
10K
$415K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
10KNew |
$410K - $418K
|
10K
$414K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.87K+ 165.87% |
$404K - $412K
|
15.8K
$655K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
9.8KNew |
$401K - $409K
|
9.8K
$405K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
8.66K+ 38.79% |
$354K - $362K
|
31K
$1.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.61K+ 4.13% |
$352K - $360K
|
217K
$8.99M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.46K+ 9.69% |
$347K - $353K
|
95.8K
$3.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
7.46K+ 2.36% |
$306K - $312K
|
324K
$13.4M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.91KNew |
$283K - $289K
|
6.91K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.5KNew |
$266K - $272K
|
6.5K
$269K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.4KNew |
$262K - $267K
|
6.4K
$265K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
6.36K+ 6.19% |
$260K - $266K
|
109K
$4.52M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
6.32KNew |
$259K - $264K
|
6.32K
$262K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.25KNew |
$256K - $261K
|
6.25K
$259K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
5.38K+ 19.04% |
$220K - $225K
|
33.6K
$1.39M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5.3KNew |
$217K - $221K
|
5.3K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.12KNew |
$209K - $214K
|
5.12K
$212K
|