Purchases and Sales Made in Q3 2020 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 Q3 2020. 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 |
---|---|---|---|---|---|---|---|
Nov 05, 2020
Q3 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
700K+ 34.8% |
$32.2M - $33.5M
|
2.71M
$113M
|
|
Jan 27, 2023
Q3 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
329K+ 472.06% |
$15.1M - $15.7M
|
398K
$16.6M
|
|
Nov 04, 2020
Q3 2020
|
Sawtooth Solutions, LLC
|
BUY
|
- |
241K+ 399.84% |
$11.1M - $11.5M
|
301K
$12.6M
|
|
Nov 16, 2020
Q3 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
232KNew |
$10.7M - $11.1M
|
232K
$9.68M
|
|
Nov 06, 2020
Q3 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
232K+ 304.84% |
$10.7M - $11.1M
|
308K
$12.8M
|
|
Nov 12, 2020
Q3 2020
|
Ubs Group Ag
|
BUY
|
- |
210K+ 24.4% |
$9.7M - $10.1M
|
1.07M
$44.7M
|
|
Nov 12, 2020
Q3 2020
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
202K+ 192.5% |
$9.32M - $9.68M
|
307K
$12.8M
|
|
Oct 19, 2020
Q3 2020
|
Cwm, LLC
|
BUY
|
- |
192K+ 146.98% |
$8.84M - $9.19M
|
322K
$13.4M
|
|
Nov 13, 2020
Q3 2020
|
Adviser Investments LLC
|
BUY
|
- |
174KNew |
$8.03M - $8.35M
|
174K
$7.27M
|
|
Nov 05, 2020
Q3 2020
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
163K+ 6.73% |
$7.5M - $7.8M
|
2.58M
$108M
|
|
Nov 09, 2020
Q3 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
159K+ 17.73% |
$7.33M - $7.62M
|
1.06M
$44M
|
|
Oct 23, 2020
Q3 2020
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
141K+ 35.35% |
$6.49M - $6.74M
|
539K
$22.5M
|
|
Oct 09, 2020
Q3 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
127K+ 62.96% |
$5.87M - $6.1M
|
330K
$13.7M
|
|
Nov 10, 2020
Q3 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
118K+ 105.26% |
$5.42M - $5.63M
|
229K
$9.55M
|
|
Nov 16, 2020
Q3 2020
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
106KNew |
$4.9M - $5.09M
|
106K
$4.43M
|
|
Nov 04, 2020
Q3 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
96.6K+ 93.25% |
$4.45M - $4.62M
|
200K
$8.34M
|
|
Nov 12, 2020
Q3 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
91.7KNew |
$4.23M - $4.39M
|
91.7K
$3.82M
|
|
Nov 09, 2020
Q3 2020
|
Csenge Advisory Group
|
BUY
|
- |
82.7K+ 48.29% |
$3.81M - $3.96M
|
254K
$10.6M
|
|
Nov 16, 2020
Q3 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
79.2K+ 24.82% |
$3.65M - $3.79M
|
398K
$16.6M
|
|
Nov 12, 2020
Q3 2020
|
Mattern Wealth Management LLC
|
BUY
|
- |
71.5K+ 145.15% |
$3.3M - $3.43M
|
121K
$5.04M
|
|
Nov 16, 2020
Q3 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
66.8K+ 19.42% |
$3.08M - $3.2M
|
411K
$17.1M
|
|
Nov 16, 2020
Q3 2020
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
66.8KNew |
$3.08M - $3.2M
|
66.8K
$2.78M
|
|
Oct 29, 2020
Q3 2020
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
64.2K+ 45.78% |
$2.96M - $3.07M
|
204K
$8.52M
|
|
Nov 12, 2020
Q3 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52.2K+ 11.04% |
$2.41M - $2.5M
|
525K
$21.9M
|
|
Nov 12, 2020
Q3 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
48.2K+ 153.78% |
$2.22M - $2.31M
|
79.5K
$3.31M
|
|
Nov 16, 2020
Q3 2020
|
Old Mission Capital LLC
|
BUY
|
- |
47.4K+ 95.23% |
$2.18M - $2.27M
|
97.2K
$4.05M
|
|
Nov 09, 2020
Q3 2020
|
Andesa Financial Management Inc.
|
BUY
|
- |
46.3KNew |
$2.13M - $2.22M
|
46.3K
$1.93M
|
|
Nov 13, 2020
Q3 2020
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
44.1K+ 66.42% |
$2.03M - $2.11M
|
111K
$4.6M
|
|
Oct 01, 2020
Q3 2020
|
Park National Corp
|
BUY
|
- |
41.3K+ 16.31% |
$1.9M - $1.98M
|
294K
$12.3M
|
|
Oct 21, 2020
Q3 2020
|
Crumly & Associates Inc.
|
BUY
|
- |
38.7K+ 112.86% |
$1.78M - $1.85M
|
72.9K
$3.04M
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
BUY
|
- |
34.8K+ 13.31% |
$1.6M - $1.66M
|
296K
$12.3M
|
|
Oct 22, 2020
Q3 2020
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
29.9K+ 270.3% |
$1.38M - $1.43M
|
41K
$1.71M
|
|
Oct 22, 2020
Q3 2020
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
29.5KNew |
$1.36M - $1.41M
|
29.5K
$1.23M
|
|
Oct 29, 2020
Q3 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
23.7K+ 104.94% |
$1.09M - $1.13M
|
46.2K
$1.92M
|
|
Oct 27, 2020
Q3 2020
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
21.1KNew |
$971K - $1.01M
|
21.1K
$878K
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
21K+ 5.84% |
$967K - $1M
|
380K
$15.9M
|
|
Oct 13, 2020
Q3 2020
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
19.6KNew |
$904K - $940K
|
19.6K
$818K
|
|
Nov 13, 2020
Q3 2020
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
16.8K+ 30.15% |
$774K - $804K
|
72.5K
$3.02M
|
|
Nov 13, 2020
Q3 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.1K+ 783.07% |
$740K - $769K
|
18.1K
$754K
|
|
Nov 09, 2020
Q3 2020
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16KNew |
$737K - $766K
|
16K
$667K
|
|
Nov 19, 2020
Q3 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15.7K+ 52.45% |
$724K - $752K
|
45.7K
$1.9M
|
|
Nov 02, 2020
Q3 2020
|
Kovack Advisors, Inc.
|
BUY
|
- |
15.2K+ 84.8% |
$701K - $729K
|
33.2K
$1.38M
|
|
Oct 14, 2020
Q3 2020
|
Hbw Advisory Services LLC
|
BUY
|
- |
14.4K+ 61.69% |
$664K - $690K
|
37.8K
$1.57M
|
|
Nov 13, 2020
Q3 2020
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
14.4K+ 24.08% |
$664K - $689K
|
74.2K
$3.09M
|
|
Nov 06, 2020
Q3 2020
|
M&T Bank Corp
|
BUY
|
- |
14.2K+ 82.42% |
$656K - $681K
|
31.5K
$1.31M
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10.8KNew |
$496K - $515K
|
10.8K
$448K
|
|
Nov 12, 2020
Q3 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
10.1KNew |
$465K - $483K
|
10.1K
$421K
|
|
Oct 23, 2020
Q3 2020
|
Executive Wealth Management, LLC
|
BUY
|
- |
9.94K+ 23.19% |
$458K - $476K
|
52.8K
$2.2M
|
|
Oct 09, 2020
Q3 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.72K+ 162.5% |
$448K - $465K
|
15.7K
$654K
|
|
Oct 14, 2020
Q3 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.09K+ 54.9% |
$419K - $435K
|
25.6K
$1.07M
|