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 |
---|---|---|---|---|---|---|---|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
781+ 10.3% |
$36.6K - $38.1K
|
8.36K
$348K
|
|
Feb 08, 2021
Q4 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
746+ 4.75% |
$34.9K - $36.4K
|
16.4K
$685K
|
|
Feb 10, 2021
Q4 2020
|
D.A. Davidson & Co.
|
BUY
|
- |
683+ 15.03% |
$32K - $33.4K
|
5.23K
$218K
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
671New |
$31.4K - $32.8K
|
671
$27.9K
|
|
Feb 16, 2021
Q4 2020
|
Interchange Capital Partners, LLC
|
BUY
|
- |
660New |
$30.9K - $32.2K
|
660
$27.5K
|
|
Jan 21, 2021
Q4 2020
|
Capital Investment Advisors, LLC
|
BUY
|
- |
581+ 1.18% |
$27.2K - $28.4K
|
49.8K
$2.07M
|
|
Feb 09, 2021
Q4 2020
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
572+ 8.73% |
$26.8K - $27.9K
|
7.12K
$297K
|
|
Jan 20, 2021
Q4 2020
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
431+ 1.05% |
$20.2K - $21.1K
|
41.4K
$1.72M
|
|
Feb 16, 2021
Q4 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
424+ 7.92% |
$19.9K - $20.7K
|
5.78K
$241K
|
|
Feb 03, 2021
Q4 2020
|
Stone X Group Inc.
|
BUY
|
- |
392+ 7.55% |
$18.4K - $19.1K
|
5.59K
$233K
|
|
Jan 13, 2021
Q4 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
364+ 11.78% |
$17K - $17.8K
|
3.46K
$144K
|
|
Jan 27, 2021
Q4 2020
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
320New |
$15K - $15.6K
|
320
$13.3K
|
|
Feb 16, 2021
Q4 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
293New |
$13.7K - $14.3K
|
293
$12.2K
|
|
Jun 07, 2023
Q4 2020
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
288+ 338.82% |
$13.5K - $14.1K
|
373
$15.5K
|
|
Jul 09, 2024
Q4 2020
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
286+ 1.02% |
$13.4K - $14K
|
28.3K
$1.18M
|
|
Feb 11, 2021
Q4 2020
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
212New |
$9.93K - $10.4K
|
212
$8.83K
|
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
190+ 42.99% |
$8.9K - $9.28K
|
632
$26.3K
|
|
Feb 16, 2021
Q4 2020
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
175+ 7.73% |
$8.2K - $8.55K
|
2.44K
$102K
|
|
Jan 12, 2021
Q4 2020
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
147+ 0.62% |
$6.89K - $7.18K
|
23.8K
$991K
|
|
Feb 09, 2021
Q4 2020
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
145New |
$6.79K - $7.08K
|
145
$6.04K
|
|
Jan 22, 2021
Q4 2020
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
106+ 2.11% |
$4.97K - $5.18K
|
5.14K
$214K
|
|
Mar 02, 2021
Q4 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
105New |
$4.92K - $5.13K
|
105
$4.37K
|
|
Jan 08, 2021
Q4 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
72New |
$3.37K - $3.52K
|
72
$3K
|
|
Feb 08, 2021
Q4 2020
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
29+ 0.11% |
$1.36K - $1.42K
|
26.1K
$1.09M
|
|
Jan 15, 2021
Q4 2020
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
24+ 0.34% |
$1.12K - $1.17K
|
7.09K
$295K
|
|
Jan 26, 2021
Q4 2020
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
12+ 13.64% |
$562 - $586
|
100
$4.16K
|
|
Feb 04, 2021
Q4 2020
|
Trustcore Financial Services, LLC
|
BUY
|
- |
5+ 1.33% |
$234 - $244
|
382
$15.9K
|
|
Feb 02, 2021
Q4 2020
|
Savior LLC
|
BUY
|
- |
1+ 0.72% |
$46.8 - $48.8
|
139
$5.79K
|
|
Feb 09, 2021
Q4 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3- 0.01% |
$141 - $147
|
47.7K
$1.99M
|
|
Jan 12, 2021
Q4 2020
|
Clarus Wealth Advisors
|
SELL
|
- |
-10- 0.22% |
$468 - $488
|
4.48K
$187K
|
|
Feb 04, 2021
Q4 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-13- 11.61% |
$609 - $635
|
99
$4.12K
|
|
Feb 01, 2021
Q4 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25- 4.17% |
$1.17K - $1.22K
|
575
$23.9K
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-45Closed |
$2.11K - $2.2K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-47- 68.12% |
$2.2K - $2.3K
|
22
$916
|
|
Feb 01, 2021
Q4 2020
|
Harvest Investment Services, LLC
|
SELL
|
- |
-63- 0.22% |
$2.95K - $3.08K
|
28.7K
$1.2M
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-133Closed |
$6.23K - $6.5K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-200- 17.44% |
$9.37K - $9.77K
|
947
$39.4K
|
|
Feb 05, 2021
Q4 2020
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-205- 93.61% |
$9.6K - $10K
|
14
$583
|
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-227- 4.56% |
$10.6K - $11.1K
|
4.75K
$198K
|
|
Jan 25, 2021
Q4 2020
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-250- 1.26% |
$11.7K - $12.2K
|
19.7K
$819K
|
|
Feb 11, 2021
Q4 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-259- 2.41% |
$12.1K - $12.6K
|
10.5K
$437K
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-286Closed |
$13.4K - $14K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-294- 5.24% |
$13.8K - $14.4K
|
5.32K
$221K
|
|
Feb 02, 2021
Q4 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-350- 2.68% |
$16.4K - $17.1K
|
12.7K
$530K
|
|
Feb 04, 2021
Q4 2020
|
Good Life Advisors, LLC
|
SELL
|
- |
-368- 7.36% |
$17.2K - $18K
|
4.63K
$193K
|
|
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-482- 71.73% |
$22.6K - $23.5K
|
190
$7.91K
|
|
Feb 10, 2021
Q4 2020
|
Stephens Inc
|
SELL
|
- |
-497- 3.74% |
$23.3K - $24.3K
|
12.8K
$532K
|
|
Feb 09, 2021
Q4 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-508- 55.22% |
$23.8K - $24.8K
|
412
$17.2K
|
|
Feb 16, 2021
Q4 2020
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-510- 20.74% |
$23.9K - $24.9K
|
1.95K
$81.2K
|