Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 25, 2021
Q4 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
12.9K+ 27.84% |
$602K - $628K
|
59.1K
$2.46M
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
BUY
|
- |
12.6K+ 1.17% |
$590K - $616K
|
1.09M
$45.2M
|
|
Jan 29, 2021
Q4 2020
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
12KNew |
$562K - $586K
|
12K
$499K
|
|
Jan 27, 2021
Q4 2020
|
Atlas Private Wealth Management
|
BUY
|
- |
11.8K+ 34.43% |
$553K - $577K
|
46.1K
$1.92M
|
|
Jan 29, 2021
Q4 2020
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
11KNew |
$517K - $540K
|
11K
$460K
|
|
Feb 12, 2021
Q4 2020
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
10.8KNew |
$504K - $525K
|
10.8K
$448K
|
|
Feb 16, 2021
Q4 2020
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10.7KNew |
$501K - $523K
|
10.7K
$446K
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
BUY
|
- |
10.5K+ 338.71% |
$492K - $513K
|
13.6K
$566K
|
|
Feb 16, 2021
Q4 2020
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
10.1K+ 13.91% |
$472K - $492K
|
82.6K
$3.44M
|
|
Jan 15, 2021
Q4 2020
|
Beacon Financial Group
|
BUY
|
- |
9.69K+ 2.57% |
$454K - $473K
|
387K
$16.1M
|
|
Jan 19, 2021
Q4 2020
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
8.72KNew |
$408K - $426K
|
8.72K
$363K
|
|
Feb 16, 2021
Q4 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.55K+ 3.73% |
$401K - $418K
|
238K
$9.9M
|
|
Feb 16, 2021
Q4 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
8.49KNew |
$398K - $415K
|
8.49K
$353K
|
|
Feb 01, 2021
Q4 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8.01KNew |
$375K - $391K
|
8.01K
$334K
|
|
Feb 10, 2021
Q4 2020
|
Lvz, Inc.
|
BUY
|
- |
8.01K+ 16.9% |
$375K - $391K
|
55.4K
$2.31M
|
|
Feb 17, 2021
Q4 2020
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
6.91K+ 9.31% |
$323K - $337K
|
81.1K
$3.38M
|
|
Feb 04, 2021
Q4 2020
|
Us Bancorp \De\
|
BUY
|
- |
6.79K+ 22.27% |
$318K - $332K
|
37.3K
$1.55M
|
|
Feb 12, 2021
Q4 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.62KNew |
$310K - $323K
|
6.62K
$276K
|
|
Jan 12, 2021
Q4 2020
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.59K+ 17.44% |
$308K - $322K
|
44.3K
$1.85M
|
|
Feb 17, 2021
Q4 2020
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.42KNew |
$301K - $314K
|
6.42K
$267K
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6K+ 14.37% |
$281K - $293K
|
47.8K
$1.99M
|
|
Jan 19, 2021
Q4 2020
|
Dfpg Investments, LLC
|
BUY
|
- |
5.57K+ 76.73% |
$261K - $272K
|
12.8K
$534K
|
|
Feb 04, 2021
Q4 2020
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.92KNew |
$231K - $240K
|
4.92K
$205K
|
|
Feb 02, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.63K+ 51.37% |
$217K - $226K
|
13.6K
$568K
|
|
Feb 23, 2021
Q4 2020
|
Purus Wealth Management, LLC
|
BUY
|
- |
4.31KNew |
$202K - $210K
|
4.31K
$179K
|
|
Feb 16, 2022
Q4 2020
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
4.31KNew |
$202K - $210K
|
4.31K
$179K
|
|
Feb 09, 2021
Q4 2020
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.23KNew |
$198K - $206K
|
4.23K
$176K
|
|
Jan 11, 2021
Q4 2020
|
Rvw Wealth, LLC
|
BUY
|
- |
3.97K+ 38.58% |
$186K - $194K
|
14.2K
$593K
|
|
Jan 08, 2024
Q4 2020
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.25K+ 6.0% |
$152K - $159K
|
57.4K
$2.39M
|
|
Jan 13, 2021
Q4 2020
|
Ewg Elevate Inc.
|
BUY
|
- |
3.22K+ 3.89% |
$151K - $157K
|
86K
$3.58M
|
|
Mar 30, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.18K+ 54.49% |
$149K - $155K
|
9.01K
$375K
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
2.73KNew |
$128K - $133K
|
2.73K
$114K
|
|
Feb 09, 2021
Q4 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.33K+ 13.25% |
$109K - $114K
|
19.9K
$828K
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.16K+ 7.55% |
$101K - $106K
|
30.8K
$1.28M
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.04K+ 7.7% |
$95.3K - $99.4K
|
28.5K
$1.19M
|
|
Feb 11, 2021
Q4 2020
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.89K+ 8.54% |
$88.4K - $92.2K
|
24K
$999K
|
|
Jan 21, 2021
Q4 2020
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
1.75KNew |
$82.2K - $85.7K
|
1.75K
$73K
|
|
Jan 27, 2021
Q4 2020
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.68K+ 24.02% |
$78.7K - $82.1K
|
8.67K
$361K
|
|
Jan 20, 2021
Q4 2020
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.6K+ 32.68% |
$75K - $78.2K
|
6.5K
$271K
|
|
Feb 08, 2021
Q4 2020
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.37K+ 28.93% |
$64.3K - $67.1K
|
6.12K
$255K
|
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.37K+ 222.96% |
$64.1K - $66.9K
|
1.98K
$82.6K
|
|
Feb 26, 2021
Q4 2020
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.33KNew |
$62.4K - $65.1K
|
1.33K
$55.5K
|
|
Feb 12, 2021
Q4 2020
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.3K+ 63.92% |
$61K - $63.6K
|
3.34K
$139K
|
|
Jan 29, 2021
Q4 2020
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.25K+ 9.73% |
$58.5K - $61K
|
14.1K
$586K
|
|
Feb 10, 2021
Q4 2020
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.19K+ 3.37% |
$55.7K - $58.1K
|
36.5K
$1.52M
|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.14K+ 6.81% |
$53.6K - $55.9K
|
18K
$747K
|
|
Jan 29, 2021
Q4 2020
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.03K+ 16.28% |
$48K - $50.1K
|
7.32K
$305K
|
|
Feb 11, 2021
Q4 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
926+ 8.89% |
$43.4K - $45.2K
|
11.3K
$472K
|
|
Feb 04, 2021
Q4 2020
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
907+ 15.13% |
$42.5K - $44.3K
|
6.9K
$287K
|
|
Feb 03, 2021
Q4 2020
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
802New |
$37.6K - $39.2K
|
802
$33.4K
|