Latest Institutional Purchases of First Tr Tactical High Yield L (HYLS)
This list provides information on the latest institutional transactions involving First Tr Tactical High Yield L (HYLS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.1KNew |
$482K - $507K
|
12.1K
$504K
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.73KNew |
$347K - $365K
|
8.73K
$363K
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.82K+ 1.8% |
$232K - $244K
|
330K
$13.7M
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.77K+ 3.92% |
$190K - $200K
|
127K
$5.27M
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.6K+ 5.56% |
$103K - $109K
|
49.3K
$2.05M
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.55K+ 3.46% |
$101K - $107K
|
76.2K
$3.17M
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
2.05K+ 3.19% |
$81.7K - $85.9K
|
66.3K
$2.76M
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
851+ 8.44% |
$33.9K - $35.6K
|
10.9K
$455K
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
542+ 8.47% |
$21.6K - $22.7K
|
6.94K
$289K
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
490+ 109.87% |
$19.5K - $20.5K
|
936
$39K
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
401+ 7.9% |
$16K - $16.8K
|
5.48K
$228K
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
76+ 0.8% |
$3.02K - $3.18K
|
9.57K
$399K
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5+ 0.18% |
$199 - $209
|
2.73K
$114K
|
|
Q1 2025 | |||||||
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
626K+ 21.56% |
$25.6M - $26.1M
|
3.53M
$147M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
535K+ 10.5% |
$21.9M - $22.3M
|
5.63M
$234M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
136K+ 37.57% |
$5.58M - $5.69M
|
499K
$20.8M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
133K+ 78.06% |
$5.46M - $5.57M
|
304K
$12.7M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
115K+ 127.73% |
$4.72M - $4.81M
|
205K
$8.55M
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
95.9K+ 3.57% |
$3.93M - $4.01M
|
2.78M
$116M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
64.1K+ 24.39% |
$2.62M - $2.68M
|
327K
$13.6M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
63.9K+ 5.91% |
$2.62M - $2.67M
|
1.14M
$47.7M
|
|
May 15, 2025
Q1 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
53.4KNew |
$2.19M - $2.23M
|
53.4K
$2.22M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
52.1K+ 125.17% |
$2.14M - $2.18M
|
93.8K
$3.91M
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
39.9KNew |
$1.63M - $1.67M
|
39.9K
$1.66M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
37K+ 14.33% |
$1.51M - $1.55M
|
295K
$12.3M
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
32.2KNew |
$1.32M - $1.34M
|
32.2K
$1.34M
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
31.7K+ 43.12% |
$1.3M - $1.32M
|
105K
$4.38M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
28.9K+ 37.21% |
$1.18M - $1.21M
|
106K
$4.43M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
26K+ 82.46% |
$1.06M - $1.09M
|
57.5K
$2.39M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.1K+ 13.24% |
$947K - $966K
|
198K
$8.23M
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
18.5K+ 40.4% |
$758K - $773K
|
64.3K
$2.68M
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
16.1KNew |
$658K - $671K
|
16.1K
$668K
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
15.9KNew |
$651K - $664K
|
15.9K
$662K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
13.7K+ 32.69% |
$563K - $574K
|
55.8K
$2.32M
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
13.7KNew |
$563K - $574K
|
13.7K
$572K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13.7K+ 20.26% |
$563K - $574K
|
81.6K
$3.4M
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
13.1KNew |
$537K - $547K
|
13.1K
$546K
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
10.4KNew |
$426K - $434K
|
10.4K
$433K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$411K - $419K
|
10K
$418K
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
10KNew |
$410K - $418K
|
10K
$416K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.87K+ 165.87% |
$404K - $412K
|
15.8K
$658K
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
9.8KNew |
$401K - $409K
|
9.8K
$408K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.61K+ 4.13% |
$352K - $360K
|
217K
$9.04M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.46K+ 9.69% |
$347K - $353K
|
95.8K
$3.99M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.91KNew |
$283K - $289K
|
6.91K
$288K
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.5KNew |
$266K - $272K
|
6.5K
$271K
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
6.32KNew |
$259K - $264K
|
6.32K
$263K
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.25KNew |
$256K - $261K
|
6.25K
$260K
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
5.38K+ 19.04% |
$220K - $225K
|
33.6K
$1.4M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5.3KNew |
$217K - $221K
|
5.3K
$221K
|