Purchases and Sales Made in Q3 2024 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 2024. 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 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.21K- 28.09% |
$130K - $135K
|
8.21K
$342K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.7K- 98.41% |
$150K - $156K
|
60
$2.5K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.75K- 23.5% |
$152K - $158K
|
12.2K
$509K
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-4.05K- 13.26% |
$164K - $171K
|
26.5K
$1.1M
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.1K- 26.67% |
$166K - $173K
|
11.3K
$470K
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.18K- 10.25% |
$169K - $177K
|
36.6K
$1.53M
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-4.52K- 8.81% |
$183K - $191K
|
46.8K
$1.95M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-4.53K- 5.34% |
$184K - $191K
|
80.3K
$3.35M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.68K- 3.12% |
$230K - $240K
|
176K
$7.35M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.74K- 18.55% |
$233K - $243K
|
25.2K
$1.05M
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-6.03K- 19.24% |
$245K - $255K
|
25.3K
$1.06M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.7K- 11.47% |
$272K - $283K
|
51.7K
$2.15M
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-6.87K- 33.56% |
$278K - $290K
|
13.6K
$567K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.96K- 15.98% |
$282K - $294K
|
36.6K
$1.52M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-8.2K- 7.23% |
$333K - $346K
|
105K
$4.39M
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-8.45K- 10.81% |
$343K - $357K
|
69.8K
$2.91M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-10.4K- 19.18% |
$423K - $441K
|
44K
$1.83M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11.6K- 62.03% |
$471K - $491K
|
7.11K
$296K
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-12K- 26.3% |
$485K - $506K
|
33.5K
$1.4M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12K- 12.38% |
$486K - $506K
|
84.8K
$3.53M
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-16.5K- 41.72% |
$669K - $697K
|
23K
$960K
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-19.9K- 5.57% |
$806K - $839K
|
337K
$14M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-25.9K- 13.64% |
$1.05M - $1.1M
|
164K
$6.84M
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-37.5K- 50.17% |
$1.52M - $1.59M
|
37.3K
$1.55M
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-45K- 12.77% |
$1.82M - $1.9M
|
307K
$12.8M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-46.6K- 58.2% |
$1.89M - $1.97M
|
33.5K
$1.4M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-84.3K- 72.09% |
$3.42M - $3.56M
|
32.6K
$1.36M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-108K- 32.14% |
$4.39M - $4.57M
|
228K
$9.52M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-115K- 21.39% |
$4.64M - $4.84M
|
421K
$17.5M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-183K- 8.07% |
$7.43M - $7.74M
|
2.09M
$86.9M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-337K- 77.97% |
$13.6M - $14.2M
|
95.1K
$3.96M
|