Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1.34K+ 13.44% |
$53.5K - $56.2K
|
11.3K
$475K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.28K+ 0.39% |
$51.1K - $53.7K
|
328K
$13.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.22K+ 19.71% |
$48.7K - $51.2K
|
7.43K
$312K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.19K+ 11.85% |
$47.3K - $49.7K
|
11.2K
$470K
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
1.13K+ 3.98% |
$45.1K - $47.4K
|
29.6K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.1K+ 0.92% |
$43.7K - $45.9K
|
120K
$5.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
937+ 87.73% |
$37.3K - $39.2K
|
2.01K
$84K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
851+ 8.44% |
$33.9K - $35.6K
|
10.9K
$458K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
600+ 3.6% |
$23.9K - $25.1K
|
17.3K
$724K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
600+ 15.95% |
$23.9K - $25.1K
|
4.36K
$183K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
542+ 8.47% |
$21.6K - $22.7K
|
6.94K
$291K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
527+ 37.01% |
$21K - $22K
|
1.95K
$81.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
490+ 109.87% |
$19.5K - $20.5K
|
936
$39.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
401+ 7.9% |
$16K - $16.8K
|
5.48K
$230K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
398+ 1.02% |
$15.8K - $16.7K
|
39.6K
$1.66M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
306New |
$12.2K - $12.8K
|
306
$12.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
299+ 3.05% |
$11.9K - $12.5K
|
10.1K
$423K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
298+ 4.58% |
$11.9K - $12.5K
|
6.8K
$285K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
254+ 74.49% |
$10.1K - $10.6K
|
595
$24.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
248+ 0.43% |
$9.87K - $10.4K
|
57.8K
$2.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
228+ 2.14% |
$9.07K - $9.54K
|
10.9K
$457K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
225+ 12.5% |
$8.96K - $9.41K
|
2.03K
$84.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
198+ 0.42% |
$7.88K - $8.28K
|
47.2K
$1.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
187New |
$7.44K - $7.82K
|
187
$7.84K
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
177+ 0.45% |
$7.04K - $7.41K
|
39.5K
$1.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
112+ 0.13% |
$4.46K - $4.69K
|
84K
$3.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
100+ 0.68% |
$3.98K - $4.18K
|
14.9K
$622K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
96+ 208.7% |
$3.82K - $4.02K
|
142
$5.95K
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
77+ 0.89% |
$3.06K - $3.22K
|
8.7K
$365K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
76+ 0.8% |
$3.02K - $3.18K
|
9.57K
$401K
|
|
|
Aug 06, 2025
Q2 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
72+ 0.57% |
$2.87K - $3.01K
|
12.8K
$536K
|
|
|
Aug 05, 2025
Q2 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
69+ 1.36% |
$2.75K - $2.89K
|
5.13K
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
66+ 1.04% |
$2.63K - $2.76K
|
6.43K
$269K
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
41+ 0.79% |
$1.63K - $1.72K
|
5.2K
$218K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
34+ 3.03% |
$1.35K - $1.42K
|
1.16K
$48.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
14+ 0.64% |
$557 - $586
|
2.2K
$92.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
14+ 14.43% |
$557 - $586
|
111
$4.65K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
11+ 0.14% |
$438 - $460
|
7.79K
$326K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
9+ 1.55% |
$358 - $377
|
589
$24.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5+ 0.18% |
$199 - $209
|
2.73K
$115K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.02% |
$79.6 - $83.7
|
8.13K
$341K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2+ 1.96% |
$79.6 - $83.7
|
104
$4.36K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-7- 0.02% |
$279 - $293
|
45.6K
$1.91M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-9- 0.04% |
$358 - $377
|
20.5K
$859K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-9- 0.04% |
$358 - $377
|
25.3K
$1.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-20- 3.23% |
$796 - $837
|
599
$25.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-46- 1.41% |
$1.83K - $1.92K
|
3.23K
$135K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-54- 0.41% |
$2.15K - $2.26K
|
13.1K
$547K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-59- 0.98% |
$2.35K - $2.47K
|
5.95K
$249K
|