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 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-978- 13.41% |
$40.4K - $41.1K
|
6.31K
$265K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-988- 3.75% |
$40.8K - $41.5K
|
25.3K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.11K- 3.39% |
$45.6K - $46.4K
|
31.5K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.16K- 7.02% |
$47.9K - $48.7K
|
15.4K
$644K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.28K- 16.6% |
$52.8K - $53.8K
|
6.42K
$269K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.39K- 18.89% |
$57.2K - $58.2K
|
5.95K
$249K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.51K- 99.93% |
$62.2K - $63.3K
|
1
$41.9
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.51K- 2.01% |
$62.5K - $63.6K
|
73.9K
$3.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.61K- 12.29% |
$66.3K - $67.5K
|
11.5K
$480K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.63K- 3.35% |
$67.1K - $68.3K
|
46.9K
$1.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.7K- 7.85% |
$70.1K - $71.3K
|
19.9K
$835K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.84K- 15.08% |
$76.1K - $77.4K
|
10.4K
$435K
|
|
|
Jul 31, 2025
Q4 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.88K- 19.3% |
$77.7K - $79.1K
|
7.87K
$330K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.88K- 19.3% |
$77.7K - $79.1K
|
7.87K
$330K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.19K- 11.08% |
$90.2K - $91.8K
|
17.5K
$735K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2.24K- 2.96% |
$92.3K - $94K
|
73.3K
$3.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.39K- 11.66% |
$98.5K - $100K
|
18.1K
$758K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.65K- 11.24% |
$109K - $111K
|
20.9K
$878K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.85K- 14.64% |
$118K - $120K
|
16.6K
$697K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.98K- 7.12% |
$123K - $125K
|
38.8K
$1.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.78K- 19.49% |
$156K - $159K
|
15.6K
$654K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-3.92K- 5.53% |
$162K - $165K
|
67K
$2.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.14K- 7.24% |
$171K - $174K
|
53K
$2.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.4K- 11.23% |
$182K - $185K
|
34.8K
$1.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.17K- 11.9% |
$213K - $217K
|
38.3K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.36K- 8.89% |
$221K - $225K
|
54.9K
$2.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.49K- 4.5% |
$227K - $231K
|
116K
$4.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-5.98K- 43.93% |
$247K - $251K
|
7.63K
$320K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-6.25K- 8.96% |
$258K - $263K
|
63.5K
$2.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-6.9K- 9.29% |
$285K - $290K
|
67.4K
$2.82M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.47K- 48.28% |
$308K - $314K
|
8K
$335K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.52K- 17.08% |
$310K - $316K
|
36.5K
$1.53M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-7.52K- 2.23% |
$311K - $316K
|
330K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-8.76K- 24.06% |
$362K - $368K
|
27.6K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.83K- 9.04% |
$365K - $371K
|
88.9K
$3.72M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-9.18K- 25.09% |
$379K - $386K
|
27.4K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.72K- 57.88% |
$402K - $409K
|
7.08K
$297K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-10.1K- 33.03% |
$416K - $423K
|
20.4K
$856K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-10.9K- 29.85% |
$451K - $459K
|
25.7K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-12K- 37.62% |
$495K - $504K
|
19.9K
$833K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-13.3K- 57.67% |
$549K - $559K
|
9.76K
$409K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-14.3K- 42.54% |
$589K - $600K
|
19.3K
$808K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.8K- 17.49% |
$612K - $623K
|
70K
$2.93M
|
|
|
Aug 13, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-15.2K- 44.03% |
$626K - $637K
|
19.3K
$808K
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-16.4K- 26.37% |
$675K - $688K
|
45.7K
$1.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.1K- 31.45% |
$789K - $803K
|
41.7K
$1.75M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21K- 8.56% |
$867K - $883K
|
224K
$9.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-21.8K- 32.25% |
$900K - $916K
|
45.8K
$1.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-23K- 10.06% |
$949K - $966K
|
205K
$8.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-28.2K- 27.73% |
$1.16M - $1.19M
|
73.5K
$3.08M
|