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 04, 2021
Q4 2020
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-578- 9.2% |
$27.1K - $28.2K
|
5.71K
$238K
|
|
|
Jan 28, 2021
Q4 2020
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-722- 2.45% |
$33.8K - $35.3K
|
28.7K
$1.2M
|
|
|
Feb 12, 2021
Q4 2020
|
Mattern Wealth Management LLC
|
SELL
|
- |
-905- 0.75% |
$42.4K - $44.2K
|
120K
$4.99M
|
|
|
Feb 11, 2021
Q4 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.03K- 63.08% |
$48K - $50.1K
|
600
$25K
|
|
|
Feb 11, 2021
Q4 2020
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.15K- 2.24% |
$53.7K - $56K
|
49.9K
$2.08M
|
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.4K- 12.87% |
$65.3K - $68.1K
|
9.45K
$393K
|
|
|
Feb 16, 2021
Q4 2020
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.41K- 1.33% |
$66.1K - $69K
|
105K
$4.37M
|
|
|
Feb 08, 2021
Q4 2020
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.73K- 6.91% |
$81K - $84.4K
|
23.3K
$970K
|
|
|
Nov 14, 2024
Q4 2020
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1.97K- 9.21% |
$92.4K - $96.3K
|
19.5K
$810K
|
|
|
Jan 29, 2021
Q4 2020
|
Concorde Asset Management, LLC
|
SELL
|
- |
-2.08K- 16.07% |
$97.2K - $101K
|
10.8K
$452K
|
|
|
Feb 02, 2021
Q4 2020
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.17K- 28.36% |
$102K - $106K
|
5.49K
$228K
|
|
|
Jan 25, 2021
Q4 2020
|
Janney Capital Management LLC
|
SELL
|
- |
-4.05K- 5.56% |
$190K - $198K
|
68.9K
$2.87M
|
|
|
Feb 16, 2021
Q4 2020
|
American Financial Advisors, LLC
|
SELL
|
- |
-5.08K- 1.81% |
$238K - $248K
|
275K
$11.5M
|
|
|
Jan 26, 2021
Q4 2020
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-5.14KClosed |
$241K - $251K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-7.81K- 57.24% |
$366K - $381K
|
5.83K
$243K
|
|
|
Jan 05, 2021
Q4 2020
|
Private Trust CO Na
|
SELL
|
- |
-8.08KClosed |
$378K - $395K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.64K- 7.28% |
$451K - $471K
|
123K
$5.11M
|
|
|
Feb 12, 2021
Q4 2020
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.77K- 53.99% |
$458K - $477K
|
8.33K
$347K
|
|
|
Feb 12, 2021
Q4 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-10.1KClosed |
$473K - $493K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-10.7K- 18.51% |
$500K - $521K
|
46.9K
$1.95M
|
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.4K- 4.43% |
$533K - $556K
|
246K
$10.2M
|
|
|
Feb 16, 2021
Q4 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.5KClosed |
$537K - $560K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-12.2K- 18.21% |
$570K - $594K
|
54.6K
$2.28M
|
|
|
Feb 11, 2021
Q4 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.4K- 3.18% |
$628K - $655K
|
408K
$17M
|
|
|
Feb 16, 2021
Q4 2020
|
Wedbush Securities Inc
|
SELL
|
- |
-14.5K- 52.8% |
$681K - $710K
|
13K
$541K
|
|
|
Feb 10, 2021
Q4 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-15.8K- 56.58% |
$739K - $770K
|
12.1K
$504K
|
|
|
Feb 11, 2021
Q4 2020
|
Andesa Financial Management Inc.
|
SELL
|
- |
-15.8K- 34.12% |
$740K - $771K
|
30.5K
$1.27M
|
|
|
Jan 27, 2021
Q4 2020
|
Camelot Portfolios, LLC
|
SELL
|
- |
-17.9K- 57.47% |
$839K - $875K
|
13.3K
$552K
|
|
|
Feb 05, 2021
Q4 2020
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-19.6KClosed |
$919K - $959K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-21.1KClosed |
$987K - $1.03M
|
0
$0
|
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-21.5K- 64.2% |
$1.01M - $1.05M
|
12K
$498K
|
|
|
Feb 11, 2021
Q4 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-24.2K- 46.75% |
$1.13M - $1.18M
|
27.5K
$1.15M
|
|
|
Jan 29, 2021
Q4 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-27K- 13.23% |
$1.27M - $1.32M
|
177K
$7.38M
|
|
|
Jan 25, 2021
Q4 2020
|
Crumly & Associates Inc.
|
SELL
|
- |
-72.9KClosed |
$3.42M - $3.56M
|
0
$0
|
|
|
Sep 15, 2021
Q4 2020
|
Cwm, LLC
|
SELL
|
- |
-77.2K- 37.18% |
$3.62M - $3.77M
|
131K
$5.44M
|
|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-101K- 19.15% |
$4.71M - $4.91M
|
425K
$17.7M
|
|
|
Feb 12, 2021
Q4 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-137K- 92.14% |
$6.43M - $6.7M
|
11.7K
$487K
|
|
|
Feb 02, 2021
Q4 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-193K- 7.48% |
$9.05M - $9.43M
|
2.39M
$99.4M
|
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
SELL
|
- |
-196K- 65.65% |
$9.17M - $9.56M
|
102K
$4.27M
|
|
|
Feb 01, 2021
Q4 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-216K- 70.13% |
$10.1M - $10.5M
|
92K
$3.83M
|
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-230K- 76.43% |
$10.8M - $11.3M
|
71.1K
$2.96M
|