Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
288K+ 17.51% |
$11.2M - $11.8M
|
1.93M
$79.9M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
169K+ 241.39% |
$6.6M - $6.97M
|
240K
$9.92M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
168K+ 7.2% |
$6.52M - $6.9M
|
2.49M
$103M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
112K+ 11.3% |
$4.35M - $4.6M
|
1.1M
$45.5M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
111K+ 245.55% |
$4.34M - $4.58M
|
157K
$6.49M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
92.4K+ 47.87% |
$3.6M - $3.8M
|
285K
$11.8M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
88.7K+ 14.67% |
$3.45M - $3.65M
|
693K
$28.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
85.3K+ 275.62% |
$3.32M - $3.51M
|
116K
$4.81M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
83.5KNew |
$3.25M - $3.44M
|
83.5K
$3.46M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
83.2K+ 35.23% |
$3.24M - $3.43M
|
319K
$13.2M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
67.4K+ 15.69% |
$2.62M - $2.77M
|
497K
$20.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
61.1K+ 46.52% |
$2.38M - $2.51M
|
192K
$7.97M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
61.1K+ 91.54% |
$2.38M - $2.51M
|
128K
$5.29M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
48.5K+ 28.84% |
$1.89M - $2M
|
217K
$8.97M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
44.2K+ 52.81% |
$1.72M - $1.82M
|
128K
$5.29M
|
|
|
Apr 04, 2023
Q1 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
42.3K+ 12.53% |
$1.65M - $1.74M
|
380K
$15.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
BUY
|
- |
36.5K+ 14.05% |
$1.42M - $1.5M
|
296K
$12.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
32.3K+ 20.29% |
$1.26M - $1.33M
|
192K
$7.93M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
28.9KNew |
$1.13M - $1.19M
|
28.9K
$1.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
28.3K+ 57.33% |
$1.1M - $1.16M
|
77.6K
$3.21M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
26.8K+ 47.04% |
$1.04M - $1.1M
|
83.9K
$3.47M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.3K+ 12.27% |
$1.03M - $1.08M
|
241K
$9.97M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
25.7K+ 236.68% |
$1M - $1.06M
|
36.6K
$1.51M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
23K+ 875.19% |
$896K - $947K
|
25.6K
$1.06M
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
22.5K+ 5.11% |
$878K - $928K
|
464K
$19.2M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
22K+ 25.49% |
$859K - $908K
|
109K
$4.49M
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
20.6KNew |
$802K - $848K
|
20.6K
$853K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.8K+ 7.17% |
$772K - $816K
|
296K
$12.3M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.6K+ 20.89% |
$725K - $767K
|
108K
$4.46M
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
16K+ 23.46% |
$624K - $659K
|
84.3K
$3.49M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15K+ 26.03% |
$583K - $616K
|
72.5K
$3M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
13.9KNew |
$542K - $573K
|
13.9K
$576K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
13.4KNew |
$522K - $552K
|
13.4K
$555K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.8K+ 31.99% |
$422K - $446K
|
44.8K
$1.85M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.56KNew |
$372K - $393K
|
9.56K
$396K
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
8.74KNew |
$340K - $360K
|
8.74K
$362K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
7.97KNew |
$310K - $328K
|
7.97K
$330K
|
|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
7.47K+ 97.47% |
$291K - $307K
|
15.1K
$626K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
7.29K+ 108.04% |
$284K - $300K
|
14K
$581K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.95KNew |
$271K - $286K
|
6.95K
$288K
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
6.86KNew |
$267K - $282K
|
6.86K
$284K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.82KNew |
$266K - $281K
|
6.82K
$282K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
6.17K+ 3.09% |
$240K - $254K
|
206K
$8.52M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
6.14K+ 8.27% |
$239K - $253K
|
80.3K
$3.32M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
6.06K+ 7.31% |
$236K - $249K
|
88.9K
$3.68M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5.62KNew |
$219K - $231K
|
5.62K
$233K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.34K+ 362.08% |
$208K - $220K
|
6.81K
$282K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.19KNew |
$202K - $214K
|
5.19K
$215K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.16KNew |
$201K - $212K
|
5.16K
$214K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.11K+ 2.79% |
$199K - $210K
|
188K
$7.8M
|