Purchases and Sales Made in Q3 2021 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 2021. 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, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.92K+ 33.85% |
$189K - $191K
|
15.5K
$643K
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3.65K+ 3.71% |
$176K - $178K
|
102K
$4.23M
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.5K+ 41.36% |
$168K - $170K
|
12K
$495K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.91K+ 11.89% |
$140K - $142K
|
27.4K
$1.13M
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
2.73K+ 57.52% |
$131K - $133K
|
7.48K
$310K
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
2.63K+ 0.69% |
$126K - $128K
|
386K
$16M
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
2.51K+ 42.87% |
$121K - $122K
|
8.38K
$347K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.13K+ 38.05% |
$102K - $104K
|
7.71K
$320K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.07K+ 11.73% |
$99.6K - $101K
|
19.7K
$817K
|
|
Nov 04, 2021
Q3 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.04K+ 12.33% |
$98.2K - $99.3K
|
18.6K
$771K
|
|
Oct 27, 2021
Q3 2021
|
Lvz, Inc.
|
BUY
|
- |
2.02K+ 4.28% |
$97.3K - $98.5K
|
49.3K
$2.04M
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.79K+ 18.93% |
$86.1K - $87.2K
|
11.2K
$466K
|
|
Jul 09, 2024
Q3 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
1.69K+ 5.36% |
$81.1K - $82.1K
|
33.1K
$1.37M
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.66K+ 732.6% |
$80K - $81K
|
1.89K
$78.3K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.37K+ 17.49% |
$66K - $66.8K
|
9.22K
$382K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.27K+ 1.59% |
$61.2K - $61.9K
|
81.1K
$3.36M
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
1.09K+ 2.9% |
$52.4K - $53K
|
38.7K
$1.6M
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.08K+ 8.65% |
$52K - $52.6K
|
13.6K
$563K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.08K+ 0.38% |
$51.8K - $52.4K
|
286K
$11.8M
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.07K+ 1.58% |
$51.4K - $52.1K
|
68.9K
$2.85M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
913+ 12.54% |
$43.9K - $44.5K
|
8.19K
$340K
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
839New |
$40.4K - $40.9K
|
839
$34.8K
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
794+ 3.92% |
$38.2K - $38.7K
|
21K
$872K
|
|
Oct 29, 2021
Q3 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
651+ 2.06% |
$31.3K - $31.7K
|
32.3K
$1.34M
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
534+ 7.62% |
$25.7K - $26K
|
7.54K
$313K
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
513New |
$24.7K - $25K
|
513
$21.3K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
460+ 2.43% |
$22.1K - $22.4K
|
19.4K
$804K
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
448+ 4.86% |
$21.6K - $21.8K
|
9.67K
$401K
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
438+ 8.07% |
$21.1K - $21.3K
|
5.87K
$243K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
430New |
$20.7K - $20.9K
|
430
$17.8K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
263+ 6.92% |
$12.7K - $12.8K
|
4.06K
$168K
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
237New |
$11.4K - $11.5K
|
237
$9.82K
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
223New |
$10.7K - $10.9K
|
223
$9.24K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
216+ 0.08% |
$10.4K - $10.5K
|
257K
$10.7M
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
215New |
$10.3K - $10.5K
|
215
$8.91K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
205+ 14.38% |
$9.86K - $9.98K
|
1.63K
$67.6K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
182+ 22.75% |
$8.76K - $8.86K
|
982
$40.7K
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
168+ 4.22% |
$8.08K - $8.18K
|
4.15K
$172K
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
160+ 0.66% |
$7.7K - $7.79K
|
24.3K
$1.01M
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
58+ 0.26% |
$2.79K - $2.82K
|
22.6K
$938K
|
|
Oct 21, 2021
Q3 2021
|
Chiron Capital Management, LLC
|
BUY
|
- |
14+ 0.06% |
$674 - $682
|
22.4K
$928K
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
12+ 0.18% |
$577 - $584
|
6.66K
$276K
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10+ 1.45% |
$481 - $487
|
699
$29K
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
1+ 0.02% |
$48.1 - $48.7
|
4.64K
$192K
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-2- 8.0% |
$96.2 - $97.4
|
23
$953
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-18- 0.25% |
$866 - $877
|
7.06K
$293K
|
|
Oct 22, 2021
Q3 2021
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-50- 0.68% |
$2.41K - $2.44K
|
7.34K
$304K
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-63- 1.33% |
$3.03K - $3.07K
|
4.67K
$194K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-65- 0.51% |
$3.13K - $3.17K
|
12.8K
$530K
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-97- 62.99% |
$4.67K - $4.72K
|
57
$2.36K
|