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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-60- 1.35% |
$2.39K - $2.51K
|
4.37K
$183K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-92- 1.54% |
$3.66K - $3.85K
|
5.9K
$247K
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-108- 0.78% |
$4.3K - $4.52K
|
13.8K
$578K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-134- 13.35% |
$5.33K - $5.61K
|
870
$36.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-179- 43.24% |
$7.12K - $7.49K
|
235
$9.85K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-214- 0.3% |
$8.52K - $8.95K
|
70.8K
$2.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-221- 3.03% |
$8.8K - $9.25K
|
7.08K
$297K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-246- 5.7% |
$9.79K - $10.3K
|
4.07K
$170K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-281- 1.16% |
$11.2K - $11.8K
|
23.9K
$1M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-290- 20.31% |
$11.5K - $12.1K
|
1.14K
$47.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-290- 2.44% |
$11.5K - $12.1K
|
11.6K
$487K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-318- 6.22% |
$12.7K - $13.3K
|
4.8K
$201K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-318- 28.07% |
$12.7K - $13.3K
|
815
$34.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-331- 1.32% |
$13.2K - $13.8K
|
24.7K
$1.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-358- 3.48% |
$14.2K - $15K
|
9.94K
$416K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-469- 14.44% |
$18.7K - $19.6K
|
2.78K
$117K
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-488- 0.27% |
$19.4K - $20.4K
|
182K
$7.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-492- 1.66% |
$19.6K - $20.6K
|
29.1K
$1.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-500- 6.23% |
$19.9K - $20.9K
|
7.53K
$316K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-510- 6.78% |
$20.3K - $21.3K
|
7.01K
$294K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-597- 4.86% |
$23.8K - $25K
|
11.7K
$490K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-750- 7.22% |
$29.8K - $31.4K
|
9.64K
$404K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-757- 0.71% |
$30.1K - $31.7K
|
106K
$4.43M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-869- 5.1% |
$34.6K - $36.4K
|
16.2K
$678K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-904- 6.71% |
$36K - $37.8K
|
12.6K
$527K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-943- 10.35% |
$37.5K - $39.5K
|
8.17K
$342K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-994- 21.38% |
$39.6K - $41.6K
|
3.66K
$153K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.05K- 6.1% |
$41.9K - $44.1K
|
16.2K
$679K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.06K- 8.42% |
$42.2K - $44.4K
|
11.5K
$484K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.1K- 11.71% |
$43.7K - $46K
|
8.28K
$347K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.13K- 7.13% |
$44.9K - $47.2K
|
14.7K
$615K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.15K- 2.49% |
$45.9K - $48.2K
|
45.2K
$1.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-1.19K- 1.12% |
$47.5K - $50K
|
105K
$4.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.29K- 2.35% |
$51.5K - $54.1K
|
53.7K
$2.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.41K- 6.13% |
$56K - $58.8K
|
21.5K
$902K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.43K- 6.35% |
$57K - $59.9K
|
21.1K
$885K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.49K- 4.74% |
$59.4K - $62.5K
|
30K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.65K- 2.53% |
$65.6K - $68.9K
|
63.4K
$2.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-1.75K- 5.64% |
$69.5K - $73.1K
|
29.2K
$1.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.2K- 21.15% |
$87.6K - $92K
|
8.2K
$344K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.56K- 12.65% |
$102K - $107K
|
17.7K
$740K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.92K- 9.09% |
$116K - $122K
|
29.2K
$1.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.96K- 11.32% |
$118K - $124K
|
23.2K
$971K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.41K- 8.8% |
$136K - $143K
|
35.3K
$1.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-4.1K- 39.41% |
$163K - $172K
|
6.3K
$264K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.32K- 19.76% |
$172K - $181K
|
17.5K
$735K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-4.49K- 23.54% |
$179K - $188K
|
14.6K
$611K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.59K- 36.9% |
$183K - $192K
|
7.85K
$329K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.83K- 2.9% |
$192K - $202K
|
162K
$6.78M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.1K- 9.66% |
$203K - $213K
|
47.7K
$2M
|