Purchases and Sales Made in Q4 2022 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 2022. 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 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
3.51K+ 49.2% |
$135K - $141K
|
10.7K
$444K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.22K+ 22.72% |
$124K - $129K
|
17.4K
$725K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
3.2KNew |
$123K - $128K
|
3.2K
$133K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.62KNew |
$101K - $105K
|
2.62K
$109K
|
|
|
Jan 17, 2023
Q4 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.6K+ 30.9% |
$100K - $104K
|
11K
$459K
|
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.48K+ 22.34% |
$95.5K - $99.2K
|
13.6K
$565K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
2.31K+ 723.82% |
$88.9K - $92.4K
|
2.63K
$109K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.93K+ 0.96% |
$74.2K - $77.1K
|
204K
$8.48M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.92K+ 4.01% |
$74K - $76.9K
|
49.8K
$2.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.81K+ 73.08% |
$69.8K - $72.5K
|
4.29K
$179K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.48KNew |
$56.9K - $59.2K
|
1.48K
$61.6K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.35K+ 15.58% |
$52K - $54.1K
|
10K
$418K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.33K+ 22.73% |
$51.3K - $53.3K
|
7.19K
$299K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.33K+ 17.4% |
$51.2K - $53.2K
|
8.97K
$373K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.26K+ 18.6% |
$48.6K - $50.5K
|
8.05K
$335K
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.17K+ 3.59% |
$45K - $46.8K
|
33.7K
$1.41M
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
968+ 12.6% |
$37.3K - $38.7K
|
8.65K
$360K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
912+ 14.59% |
$35.1K - $36.5K
|
7.16K
$298K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
770New |
$29.6K - $30.8K
|
770
$32.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
706+ 7.35% |
$27.2K - $28.2K
|
10.3K
$429K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
650+ 4.3% |
$25K - $26K
|
15.8K
$657K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
617New |
$23.7K - $24.7K
|
617
$25.7K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
527New |
$20.3K - $21.1K
|
527
$21.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
500New |
$19.2K - $20K
|
500
$20.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
426+ 5.62% |
$16.4K - $17K
|
8.01K
$333K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
372+ 3.37% |
$14.3K - $14.9K
|
11.4K
$475K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
365New |
$14K - $14.6K
|
365
$15.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
272New |
$10.5K - $10.9K
|
272
$11.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
229New |
$8.81K - $9.16K
|
229
$9.54K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
218+ 2.57% |
$8.39K - $8.72K
|
8.7K
$362K
|
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
202+ 0.96% |
$7.77K - $8.08K
|
21.2K
$882K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
149+ 0.63% |
$5.74K - $5.96K
|
23.8K
$989K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
143+ 0.2% |
$5.5K - $5.72K
|
72K
$3M
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
125+ 1.2% |
$4.81K - $5K
|
10.5K
$438K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
101+ 0.5% |
$3.89K - $4.04K
|
20.3K
$846K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
87+ 1.31% |
$3.35K - $3.48K
|
6.75K
$281K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
68+ 3.44% |
$2.62K - $2.72K
|
2.04K
$85K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
39New |
$1.5K - $1.56K
|
39
$1.62K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
32New |
$1.23K - $1.28K
|
32
$1.33K
|
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
22+ 0.08% |
$847 - $880
|
29.2K
$1.22M
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
22+ 0.42% |
$847 - $880
|
5.27K
$220K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
8+ 0.06% |
$308 - $320
|
12.7K
$529K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.05% |
$154 - $160
|
8.08K
$336K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$77 - $80
|
1.57K
$65.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.25% |
$38.5 - $40
|
400
$16.7K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-3- 4.23% |
$115 - $120
|
68
$2.83K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-13- 7.56% |
$500 - $520
|
159
$6.62K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-57- 0.83% |
$2.19K - $2.28K
|
6.82K
$284K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-102- 5.35% |
$3.93K - $4.08K
|
1.81K
$75.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-132- 0.41% |
$5.08K - $5.28K
|
32K
$1.33M
|