Purchases and Sales Made in Q4 2024 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 2024. 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 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
400+ 4.31% |
$16.5K - $16.8K
|
9.67K
$405K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
300New |
$12.4K - $12.6K
|
300
$12.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
269+ 0.22% |
$11.1K - $11.3K
|
120K
$5.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
217+ 1.23% |
$8.96K - $9.12K
|
17.8K
$747K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
190New |
$7.85K - $7.99K
|
190
$7.96K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
171+ 0.53% |
$7.06K - $7.19K
|
32.4K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
157New |
$6.48K - $6.6K
|
157
$6.58K
|
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
74+ 1.33% |
$3.06K - $3.11K
|
5.66K
$237K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
54+ 1.34% |
$2.23K - $2.27K
|
4.08K
$171K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
50New |
$2.06K - $2.1K
|
50
$2.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
30New |
$1.24K - $1.26K
|
30
$1.26K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
18+ 0.07% |
$743 - $757
|
24.5K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
14+ 0.79% |
$578 - $588
|
1.8K
$75.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
8+ 7.77% |
$330 - $336
|
111
$4.65K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6New |
$248 - $252
|
6
$251
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5+ 0.28% |
$206 - $210
|
1.8K
$75.4K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
4New |
$165 - $168
|
4
$168
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3+ 0.05% |
$124 - $126
|
5.67K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2+ 2.02% |
$82.6 - $84.1
|
101
$4.23K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.86% |
$41.3 - $42
|
36
$1.51K
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1- -0.0% |
$41.3 - $42
|
363K
$15.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-3- 0.01% |
$124 - $126
|
25.3K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-50- 0.71% |
$2.06K - $2.1K
|
7K
$293K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-57- 1.86% |
$2.35K - $2.4K
|
3.01K
$126K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-58- 1.94% |
$2.39K - $2.44K
|
2.94K
$123K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-59- 0.96% |
$2.44K - $2.48K
|
6.07K
$254K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-60- 18.75% |
$2.48K - $2.52K
|
260
$10.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-91- 5.99% |
$3.76K - $3.82K
|
1.43K
$59.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-100- 16.58% |
$4.13K - $4.2K
|
503
$21.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-120- 0.32% |
$4.95K - $5.04K
|
36.9K
$1.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-124- 0.19% |
$5.12K - $5.21K
|
66.7K
$2.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-125- 2.06% |
$5.16K - $5.25K
|
5.95K
$249K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-139- 23.76% |
$5.74K - $5.84K
|
446
$18.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-164- 1.4% |
$6.77K - $6.89K
|
11.6K
$486K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-165- 1.05% |
$6.81K - $6.93K
|
15.5K
$650K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-188- 5.36% |
$7.76K - $7.9K
|
3.32K
$139K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-203- 0.86% |
$8.38K - $8.53K
|
23.3K
$976K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-213- 3.87% |
$8.79K - $8.95K
|
5.3K
$222K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-247- 1.74% |
$10.2K - $10.4K
|
13.9K
$584K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-300- 4.77% |
$12.4K - $12.6K
|
5.99K
$251K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-369- 4.5% |
$15.2K - $15.5K
|
7.84K
$328K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-380- 37.66% |
$15.7K - $16K
|
629
$26.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-388- 4.84% |
$16K - $16.3K
|
7.63K
$320K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-474- 6.67% |
$19.6K - $19.9K
|
6.64K
$278K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-591- 1.26% |
$24.4K - $24.8K
|
46.2K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-618- 4.93% |
$25.5K - $26K
|
11.9K
$499K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-645- 31.17% |
$26.6K - $27.1K
|
1.42K
$59.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-655Closed |
$27K - $27.5K
|
0
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-766- 6.79% |
$31.6K - $32.2K
|
10.5K
$441K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-958- 4.95% |
$39.6K - $40.3K
|
18.4K
$771K
|