Purchases and Sales Made in Q3 2023 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 2023. 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 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-344- 4.8% |
$13.5K - $13.8K
|
6.83K
$284K
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-346- 7.55% |
$13.5K - $13.9K
|
4.24K
$177K
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-366- 5.22% |
$14.3K - $14.7K
|
6.64K
$277K
|
|
Oct 23, 2023
Q3 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-421- 3.31% |
$16.5K - $16.9K
|
12.3K
$512K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-448- 9.91% |
$17.5K - $17.9K
|
4.07K
$170K
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-557- 8.17% |
$21.8K - $22.3K
|
6.26K
$261K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-651- 5.64% |
$25.5K - $26.1K
|
10.9K
$454K
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-818- 8.4% |
$32K - $32.7K
|
8.92K
$372K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-929- 7.38% |
$36.4K - $37.2K
|
11.7K
$486K
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-971- 10.53% |
$38K - $38.9K
|
8.25K
$344K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.04K- 15.62% |
$40.7K - $41.6K
|
5.62K
$234K
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-1.18K- 11.43% |
$46.1K - $47.1K
|
9.12K
$380K
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.21K- 1.53% |
$47.3K - $48.4K
|
77.6K
$3.23M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.22K- 9.32% |
$47.6K - $48.7K
|
11.8K
$493K
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.25K- 3.64% |
$48.8K - $49.9K
|
33K
$1.37M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.28K- 16.83% |
$50K - $51.2K
|
6.31K
$263K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.53K- 0.74% |
$60K - $61.4K
|
205K
$8.55M
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.66K- 84.8% |
$64.9K - $66.3K
|
297
$12.4K
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.68K- 4.71% |
$65.9K - $67.4K
|
34K
$1.42M
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-1.96K- 0.45% |
$76.8K - $78.5K
|
438K
$18.2M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.98K- 55.06% |
$77.6K - $79.3K
|
1.62K
$67.4K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.19K- 25.08% |
$85.9K - $87.8K
|
6.56K
$273K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.29K- 4.97% |
$89.7K - $91.7K
|
43.8K
$1.82M
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.39K- 23.14% |
$93.4K - $95.5K
|
7.93K
$330K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.7K- 14.61% |
$105K - $108K
|
15.8K
$656K
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.71K- 11.23% |
$106K - $108K
|
21.4K
$892K
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.72K- 7.24% |
$106K - $109K
|
34.8K
$1.45M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.84K- 3.0% |
$111K - $114K
|
91.8K
$3.82M
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-3.33K- 6.76% |
$130K - $133K
|
45.9K
$1.91M
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.76K- 18.79% |
$147K - $150K
|
16.2K
$677K
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.09K- 2.72% |
$160K - $164K
|
147K
$6.11M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.19K- 3.44% |
$164K - $168K
|
118K
$4.9M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.63K- 6.19% |
$181K - $185K
|
70.2K
$2.92M
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5.5K- 7.14% |
$215K - $220K
|
71.5K
$2.98M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.63K- 16.58% |
$298K - $305K
|
38.4K
$1.6M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.66K- 4.27% |
$300K - $306K
|
172K
$7.15M
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-9.03K- 9.91% |
$353K - $361K
|
82.1K
$3.42M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.3K- 6.16% |
$440K - $450K
|
171K
$7.15M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-12.9K- 11.29% |
$506K - $517K
|
101K
$4.23M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-13.3K- 15.46% |
$520K - $532K
|
72.6K
$3.03M
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-14.3K- 25.21% |
$560K - $572K
|
42.4K
$1.77M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-14.7K- 43.13% |
$576K - $589K
|
19.4K
$809K
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-19.3KClosed |
$757K - $774K
|
0
$0
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-20.9K- 35.63% |
$819K - $838K
|
37.8K
$1.58M
|
|
Oct 11, 2023
Q3 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-21K- 5.35% |
$822K - $841K
|
372K
$15.5M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-22.2K- 80.82% |
$869K - $889K
|
5.27K
$220K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-24.5K- 14.29% |
$958K - $980K
|
147K
$6.12M
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
SELL
|
- |
-29.9K- 34.87% |
$1.17M - $1.2M
|
55.8K
$2.32M
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-31.2K- 1.18% |
$1.22M - $1.25M
|
2.62M
$109M
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-43K- 80.47% |
$1.68M - $1.72M
|
10.4K
$435K
|