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 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3+ 0.03% |
$117 - $123
|
10.5K
$438K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.04% |
$117 - $123
|
8.08K
$336K
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.63% |
$38.9 - $41.2
|
160
$6.66K
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2- 0.22% |
$77.9 - $82.3
|
923
$38.4K
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-4- 5.88% |
$156 - $165
|
64
$2.66K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-25- 6.25% |
$974 - $1.03K
|
375
$15.6K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-51- 13.97% |
$1.99K - $2.1K
|
314
$13.1K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-77- 0.41% |
$3K - $3.17K
|
18.5K
$771K
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-84- 1.76% |
$3.27K - $3.46K
|
4.69K
$195K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-95- 6.04% |
$3.7K - $3.91K
|
1.48K
$61.6K
|
|
May 15, 2023
Q1 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-103- 0.31% |
$4.01K - $4.24K
|
33.6K
$1.4M
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-107- 55.73% |
$4.17K - $4.4K
|
85
$3.54K
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-190- 0.25% |
$7.4K - $7.82K
|
74.5K
$3.1M
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-226- 2.74% |
$8.8K - $9.3K
|
8.03K
$335K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-271- 99.63% |
$10.6K - $11.2K
|
1
$41.6
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-280- 4.72% |
$10.9K - $11.5K
|
5.65K
$235K
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-355- 3.33% |
$13.8K - $14.6K
|
10.3K
$429K
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-419- 2.5% |
$16.3K - $17.2K
|
16.3K
$680K
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-507- 1.57% |
$19.7K - $20.9K
|
31.9K
$1.33M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-517- 7.4% |
$20.1K - $21.3K
|
6.47K
$270K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-527Closed |
$20.5K - $21.7K
|
0
$0
|
|
May 03, 2023
Q1 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-534- 0.55% |
$20.8K - $22K
|
95.9K
$3.99M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-546- 0.44% |
$21.3K - $22.5K
|
123K
$5.13M
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-580- 5.62% |
$22.6K - $23.9K
|
9.73K
$405K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-589- 7.96% |
$22.9K - $24.2K
|
6.81K
$284K
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-658- 8.18% |
$25.6K - $27.1K
|
7.38K
$307K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-701- 16.33% |
$27.3K - $28.9K
|
3.59K
$150K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-731- 0.4% |
$28.5K - $30.1K
|
182K
$7.56M
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-800- 44.3% |
$31.2K - $32.9K
|
1.01K
$41.9K
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-1.13K- 3.53% |
$44K - $46.5K
|
30.8K
$1.28M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.18K- 15.12% |
$45.9K - $48.5K
|
6.61K
$275K
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.49K- 2.66% |
$58.2K - $61.5K
|
54.7K
$2.28M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.54K- 4.19% |
$60.1K - $63.5K
|
35.3K
$1.47M
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.6K- 3.02% |
$62.2K - $65.8K
|
51.3K
$2.14M
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.81K- 5.65% |
$70.4K - $74.5K
|
30.2K
$1.26M
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.93K- 13.51% |
$75.2K - $79.5K
|
12.4K
$515K
|
|
Apr 11, 2023
Q1 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-2.1K- 9.2% |
$81.8K - $86.4K
|
20.7K
$863K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.34K- 3.25% |
$91.3K - $96.5K
|
69.7K
$2.9M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.41K- 4.71% |
$93.8K - $99.1K
|
48.7K
$2.03M
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-2.41K- 6.65% |
$94K - $99.3K
|
33.8K
$1.41M
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-2.48K- 31.01% |
$96.7K - $102K
|
5.53K
$230K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.7K- 3.1% |
$105K - $111K
|
84.4K
$3.52M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.01K- 18.1% |
$117K - $124K
|
13.6K
$567K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.27K- 18.91% |
$127K - $134K
|
14K
$583K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.29K- 1.45% |
$128K - $135K
|
224K
$9.33M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-3.65K- 2.66% |
$142K - $150K
|
134K
$5.56M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.62K- 4.69% |
$180K - $190K
|
94K
$3.91M
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-4.75K- 41.57% |
$185K - $195K
|
6.67K
$278K
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.88K- 29.42% |
$190K - $201K
|
11.7K
$487K
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.08K- 10.2% |
$198K - $209K
|
44.8K
$1.86M
|