Purchases and Sales Made in Q4 2023 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 2023. 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 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-126- 0.73% |
$4.82K - $5.26K
|
17K
$709K
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-164- 2.81% |
$6.27K - $6.84K
|
5.68K
$236K
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-175- 16.75% |
$6.69K - $7.3K
|
870
$36.2K
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-176- 0.53% |
$6.73K - $7.34K
|
32.9K
$1.37M
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-196- 65.99% |
$7.49K - $8.18K
|
101
$4.2K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-197- 5.95% |
$7.53K - $8.22K
|
3.12K
$130K
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-228- 2.19% |
$8.72K - $9.51K
|
10.2K
$425K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-286- 10.18% |
$10.9K - $11.9K
|
2.52K
$105K
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-426- 67.09% |
$16.3K - $17.8K
|
209
$8.7K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-449- 4.45% |
$17.2K - $18.7K
|
9.65K
$402K
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-586- 1.25% |
$22.4K - $24.4K
|
46.3K
$1.93M
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-608- 1.93% |
$23.2K - $25.4K
|
31K
$1.29M
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-644- 3.98% |
$24.6K - $26.9K
|
15.5K
$647K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-645- 15.23% |
$24.7K - $26.9K
|
3.59K
$149K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-685- 4.71% |
$26.2K - $28.6K
|
13.9K
$578K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-718- 2.6% |
$27.4K - $29.9K
|
26.9K
$1.12M
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-753- 8.44% |
$28.8K - $31.4K
|
8.17K
$340K
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-771- 14.63% |
$29.5K - $32.2K
|
4.5K
$187K
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-781- 0.62% |
$29.9K - $32.6K
|
124K
$5.17M
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-804- 8.09% |
$30.7K - $33.5K
|
9.14K
$380K
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-969- 7.77% |
$37K - $40.4K
|
11.5K
$479K
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-993- 1.22% |
$38K - $41.4K
|
80.4K
$3.35M
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.02K- 2.42% |
$39K - $42.6K
|
41.1K
$1.71M
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.13K- 18.52% |
$43.2K - $47.2K
|
4.98K
$207K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.18K- 7.25% |
$45K - $49.1K
|
15.1K
$627K
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.27K- 0.6% |
$48.7K - $53.1K
|
211K
$8.78M
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.3K- 9.98% |
$49.7K - $54.2K
|
11.7K
$488K
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.38K- 6.44% |
$52.7K - $57.5K
|
20K
$834K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.58K- 1.34% |
$60.4K - $65.9K
|
116K
$4.83M
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.61K- 2.34% |
$61.4K - $67K
|
67.2K
$2.8M
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.71K- 14.42% |
$65.3K - $71.2K
|
10.1K
$422K
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-1.91K- 2.35% |
$72.9K - $79.6K
|
79.2K
$3.3M
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.95K- 6.23% |
$74.5K - $81.3K
|
29.3K
$1.22M
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-2K- 4.84% |
$76.6K - $83.5K
|
39.4K
$1.64M
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.08K- 11.94% |
$79.6K - $86.9K
|
15.4K
$640K
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.2K- 6.46% |
$84K - $91.7K
|
31.8K
$1.33M
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.28K- 34.74% |
$87K - $95K
|
4.28K
$178K
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.53K- 24.22% |
$96.7K - $106K
|
7.92K
$330K
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2.66K- 5.44% |
$102K - $111K
|
46.3K
$1.93M
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-2.67K- 29.22% |
$102K - $111K
|
6.45K
$269K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.9K- 36.63% |
$111K - $121K
|
5.02K
$209K
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.02K- 36.55% |
$115K - $126K
|
5.23K
$218K
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.45K- 21.89% |
$132K - $144K
|
12.3K
$512K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.49K- 85.65% |
$133K - $145K
|
584
$24.3K
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-3.93K- 38.63% |
$150K - $164K
|
6.24K
$260K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-4.08K- 10.79% |
$156K - $170K
|
33.7K
$1.4M
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.15K- 73.77% |
$158K - $173K
|
1.47K
$61.4K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.6K- 6.55% |
$176K - $192K
|
65.6K
$2.73M
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-5.69K- 46.33% |
$218K - $237K
|
6.6K
$275K
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.26KClosed |
$239K - $261K
|
0
$0
|