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 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-7.17K- 31.1% |
$285K - $300K
|
15.9K
$665K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.23K- 4.03% |
$288K - $303K
|
172K
$7.23M
|
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-7.54K- 15.48% |
$300K - $315K
|
41.1K
$1.72M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-8.44K- 46.93% |
$336K - $353K
|
9.54K
$400K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.62K- 0.15% |
$343K - $361K
|
5.62M
$236M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-9.37K- 18.72% |
$373K - $392K
|
40.7K
$1.71M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-10.6K- 14.14% |
$421K - $443K
|
64.3K
$2.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.8K- 10.44% |
$429K - $451K
|
92.5K
$3.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.6K- 52.99% |
$461K - $485K
|
10.3K
$431K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.8K- 15.64% |
$508K - $534K
|
68.8K
$2.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.7K- 2.37% |
$626K - $658K
|
649K
$27.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-17.2K- 21.41% |
$684K - $719K
|
63.1K
$2.64M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-17.5K- 40.29% |
$697K - $733K
|
26K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-21K- 52.59% |
$835K - $878K
|
18.9K
$793K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-23.2K- 10.37% |
$923K - $970K
|
200K
$8.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-24.1K- 11.4% |
$959K - $1.01M
|
187K
$7.84M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-28K- 51.46% |
$1.11M - $1.17M
|
26.4K
$1.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-31.4K- 50.75% |
$1.25M - $1.32M
|
30.5K
$1.28M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-37.7K- 11.59% |
$1.5M - $1.58M
|
288K
$12.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-41.3K- 16.82% |
$1.64M - $1.73M
|
204K
$8.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-48.7K- 46.26% |
$1.94M - $2.04M
|
56.5K
$2.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-49.1K- 51.2% |
$1.95M - $2.05M
|
46.8K
$1.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-51.8K- 47.51% |
$2.06M - $2.17M
|
57.3K
$2.4M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-60.1K- 2.16% |
$2.39M - $2.52M
|
2.72M
$114M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-68.8K- 73.39% |
$2.74M - $2.88M
|
25K
$1.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-73.4K- 24.87% |
$2.92M - $3.07M
|
222K
$9.29M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-79.4K- 38.65% |
$3.16M - $3.32M
|
126K
$5.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-87.3K- 17.51% |
$3.48M - $3.65M
|
411K
$17.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-110K- 27.58% |
$4.39M - $4.61M
|
290K
$12.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-138K- 63.76% |
$5.51M - $5.79M
|
78.7K
$3.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-232K- 11.99% |
$9.25M - $9.72M
|
1.71M
$71.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-336K- 9.53% |
$13.4M - $14.1M
|
3.19M
$134M
|