Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.11K+ 17.68% |
$199K - $205K
|
34K
$1.42M
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
BUY
|
- |
4.49K+ 1.52% |
$175K - $180K
|
301K
$12.5M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
4.16K+ 130.09% |
$162K - $167K
|
7.36K
$307K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.88K+ 8.27% |
$151K - $156K
|
50.8K
$2.11M
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.68K+ 31.42% |
$143K - $148K
|
15.4K
$641K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.58K+ 55.28% |
$139K - $144K
|
10.1K
$419K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.28K+ 3.9% |
$128K - $131K
|
87.3K
$3.64M
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.04K+ 13.95% |
$119K - $122K
|
24.9K
$1.03M
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.91K+ 9.16% |
$113K - $117K
|
34.7K
$1.45M
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.48K+ 6.67% |
$96.5K - $99.4K
|
39.6K
$1.65M
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.47K+ 21.26% |
$96K - $98.9K
|
14.1K
$585K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.43K+ 11.16% |
$94.6K - $97.4K
|
24.2K
$1.01M
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
2.1K+ 12.28% |
$82K - $84.4K
|
19.2K
$801K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.86K+ 13.26% |
$72.5K - $74.6K
|
15.9K
$662K
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.82K+ 1380.3% |
$71K - $73.1K
|
1.95K
$81.4K
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.58K+ 6.08% |
$61.4K - $63.2K
|
27.5K
$1.14M
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.5K+ 28.87% |
$58.4K - $60.1K
|
6.69K
$278K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.48K+ 1.75% |
$57.6K - $59.4K
|
85.9K
$3.58M
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
BUY
|
- |
1.35K+ 1.6% |
$52.4K - $54K
|
85.6K
$3.57M
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.33K+ 2.97% |
$51.7K - $53.3K
|
46.1K
$1.92M
|
|
Jul 27, 2023
Q2 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.15K+ 3.62% |
$44.9K - $46.3K
|
33K
$1.38M
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
978+ 14.79% |
$38.1K - $39.2K
|
7.59K
$316K
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
956+ 17.3% |
$37.2K - $38.4K
|
6.48K
$270K
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
800New |
$31.2K - $32.1K
|
800
$33.3K
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
734+ 8.69% |
$28.6K - $29.5K
|
9.19K
$382K
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
701+ 10.08% |
$27.3K - $28.1K
|
7.65K
$319K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
688+ 5.56% |
$26.8K - $27.6K
|
13.1K
$544K
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
635+ 0.98% |
$24.7K - $25.5K
|
65.7K
$2.74M
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
617New |
$24K - $24.8K
|
617
$25.7K
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
580+ 5.96% |
$22.6K - $23.3K
|
10.3K
$429K
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
543+ 1.76% |
$21.2K - $21.8K
|
31.4K
$1.31M
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
488+ 3.21% |
$19K - $19.6K
|
15.7K
$654K
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
463+ 4.5% |
$18K - $18.6K
|
10.8K
$448K
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
458+ 3.38% |
$17.8K - $18.4K
|
14K
$583K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
458New |
$17.8K - $18.4K
|
458
$19.1K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
424New |
$16.5K - $17K
|
424
$17.7K
|
|
Jul 13, 2023
Q2 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
297+ 1.96% |
$11.6K - $11.9K
|
15.4K
$642K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
267+ 0.3% |
$10.4K - $10.7K
|
89.2K
$3.71M
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
112+ 0.37% |
$4.36K - $4.49K
|
30.3K
$1.26M
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
99+ 1.08% |
$3.86K - $3.97K
|
9.26K
$385K
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
65+ 0.46% |
$2.53K - $2.61K
|
14.1K
$586K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
40New |
$1.56K - $1.61K
|
40
$1.67K
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
28New |
$1.09K - $1.12K
|
28
$1.17K
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
27+ 0.07% |
$1.05K - $1.08K
|
41K
$1.71M
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
8+ 0.06% |
$312 - $321
|
13.8K
$575K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 0.19% |
$273 - $281
|
3.6K
$150K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 1.88% |
$117 - $120
|
163
$6.79K
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$39 - $40.1
|
1
$41.6
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-3- 4.69% |
$117 - $120
|
61
$2.54K
|
|
Jul 24, 2023
Q2 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-6- 0.02% |
$234 - $241
|
30.2K
$1.26M
|