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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
424New |
$16.5K - $17K
|
424
$17.6K
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
28New |
$1.09K - $1.12K
|
28
$1.16K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 1.88% |
$117 - $120
|
163
$6.75K
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$39 - $40.1
|
1
$41.4
|
|
Q1 2023 | |||||||
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
13.9KNew |
$542K - $573K
|
13.9K
$576K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
414New |
$16.1K - $17K
|
414
$17.1K
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
267+ 3.09% |
$10.4K - $11K
|
8.92K
$369K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
187New |
$7.28K - $7.7K
|
187
$7.74K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
52.9KNew |
$2.04M - $2.12M
|
52.9K
$2.19M
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
23.3KNew |
$897K - $932K
|
23.3K
$965K
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
15KNew |
$577K - $600K
|
15K
$621K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
7.91K+ 1996.46% |
$304K - $316K
|
8.3K
$344K
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
6.14KNew |
$236K - $246K
|
6.14K
$254K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.03K+ 38.78% |
$155K - $161K
|
14.4K
$597K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.62KNew |
$101K - $105K
|
2.62K
$108K
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.48KNew |
$56.9K - $59.2K
|
1.48K
$61.2K
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.26K+ 18.6% |
$48.6K - $50.5K
|
8.05K
$333K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
527New |
$20.3K - $21.1K
|
527
$21.8K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
500New |
$19.2K - $20K
|
500
$20.7K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
149+ 0.63% |
$5.74K - $5.96K
|
23.8K
$984K
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
32New |
$1.23K - $1.28K
|
32
$1.32K
|
|
Q3 2022 | |||||||
Nov 08, 2022
Q3 2022
|
Alpha Omega Group, Inc.
|
BUY
|
- |
8.19K+ 10.85% |
$313K - $349K
|
83.7K
$3.46M
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
5.31KNew |
$203K - $226K
|
5.31K
$220K
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.63K+ 22.84% |
$101K - $112K
|
14.2K
$586K
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
2.45K+ 6.31% |
$93.5K - $104K
|
41.2K
$1.71M
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.36KNew |
$52K - $57.9K
|
1.36K
$56.3K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
391New |
$15K - $16.7K
|
391
$16.2K
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
253+ 2.24% |
$9.67K - $10.8K
|
11.5K
$478K
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
27+ 0.35% |
$1.03K - $1.15K
|
7.8K
$323K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
10.6K+ 130.78% |
$416K - $487K
|
18.8K
$777K
|
|
Jul 27, 2022
Q2 2022
|
Marion Wealth Management
|
BUY
|
- |
8.35K+ 9.25% |
$326K - $382K
|
98.6K
$4.08M
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
5.76KNew |
$225K - $264K
|
5.76K
$238K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.38K+ 1052.67% |
$53.9K - $63.2K
|
1.51K
$62.5K
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
820New |
$32.1K - $37.6K
|
820
$33.9K
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
418+ 3.25% |
$16.3K - $19.1K
|
13.3K
$549K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
180New |
$7.04K - $8.24K
|
180
$7.45K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
78New |
$3.05K - $3.57K
|
78
$3.23K
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
700New |
$31K - $33.5K
|
700
$29K
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
580New |
$25.7K - $27.7K
|
580
$24K
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
341New |
$15.1K - $16.3K
|
341
$14.1K
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
7.17KNew |
$337K - $346K
|
7.17K
$297K
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
5.41KNew |
$255K - $261K
|
5.41K
$224K
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$47K - $48.3K
|
1K
$41.4K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
821New |
$38.6K - $39.6K
|
821
$34K
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
187New |
$8.8K - $9.03K
|
187
$7.74K
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
35New |
$1.65K - $1.69K
|
35
$1.45K
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
18+ 1.35% |
$847 - $869
|
1.36K
$56.1K
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
223New |
$10.7K - $10.9K
|
223
$9.23K
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
185New |
$8.94K - $9.04K
|
185
$7.66K
|
|
Q4 2020 | |||||||
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
95.3KNew |
$4.46M - $4.66M
|
95.3K
$3.95M
|