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 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-31.6K- 42.93% |
$1.31M - $1.33M
|
42.1K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-31.6K- 31.81% |
$1.31M - $1.33M
|
67.8K
$2.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-41K- 79.37% |
$1.69M - $1.73M
|
10.7K
$447K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-41.2K- 1.98% |
$1.7M - $1.73M
|
2.04M
$85.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-41.2K- 13.56% |
$1.7M - $1.73M
|
263K
$11M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-41.7K- 56.73% |
$1.72M - $1.75M
|
31.8K
$1.33M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-73.4K- 23.9% |
$3.03M - $3.09M
|
234K
$9.8M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-115K- 4.09% |
$4.73M - $4.82M
|
2.69M
$113M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-214K- 4.04% |
$8.85M - $9.01M
|
5.1M
$214M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-278K- 8.74% |
$11.5M - $11.7M
|
2.9M
$122M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-6.79M- 99.84% |
$280M - $285M
|
10.8K
$451K
|