Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
312K+ 8.26% |
$12.7M - $13M
|
4.09M
$170M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
312K+ 8.26% |
$12.7M - $13M
|
4.09M
$170M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
262K+ 12.34% |
$10.7M - $10.8M
|
2.38M
$99.2M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
244K+ 67.43% |
$9.96M - $10.1M
|
606K
$25.2M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
204K+ 10.03% |
$8.34M - $8.47M
|
2.24M
$93.3M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
174K+ 419.43% |
$7.08M - $7.2M
|
215K
$8.95M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
90.8KNew |
$3.71M - $3.77M
|
90.8K
$3.78M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
84.9K+ 103.13% |
$3.46M - $3.52M
|
167K
$6.96M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
76.5KNew |
$3.12M - $3.17M
|
76.5K
$3.19M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
37.9KNew |
$1.55M - $1.57M
|
37.9K
$1.58M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
33K+ 14.47% |
$1.35M - $1.37M
|
261K
$10.9M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
30.9K+ 821.64% |
$1.26M - $1.28M
|
34.7K
$1.44M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.6K+ 7.45% |
$1.17M - $1.19M
|
413K
$17.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.8K+ 48.66% |
$929K - $944K
|
69.5K
$2.9M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
21.1KNew |
$863K - $877K
|
21.1K
$880K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18.7K+ 18.0% |
$761K - $773K
|
122K
$5.09M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18.5K+ 6.03% |
$756K - $768K
|
326K
$13.6M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
18.5K+ 15.82% |
$755K - $767K
|
135K
$5.64M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.9K+ 2.71% |
$729K - $740K
|
678K
$28.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.5K+ 18.91% |
$675K - $686K
|
104K
$4.33M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
15.7K+ 36.39% |
$639K - $650K
|
58.7K
$2.45M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12K+ 33.48% |
$491K - $499K
|
47.9K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.4K+ 12.55% |
$425K - $432K
|
93.5K
$3.89M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
8.94K+ 35.72% |
$365K - $370K
|
34K
$1.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.86KNew |
$361K - $367K
|
8.86K
$369K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.6K+ 26.57% |
$351K - $356K
|
40.9K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.22K+ 12.0% |
$335K - $341K
|
76.7K
$3.19M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.11K+ 17.62% |
$331K - $336K
|
54.1K
$2.25M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
7.77K+ 50.55% |
$317K - $322K
|
23.1K
$963K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.63K+ 5.11% |
$312K - $316K
|
157K
$6.54M
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
7.56K+ 24.77% |
$309K - $314K
|
38.1K
$1.59M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.3K+ 23.44% |
$298K - $303K
|
38.5K
$1.6M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.16KNew |
$292K - $297K
|
7.16K
$298K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.71K+ 50.61% |
$274K - $278K
|
20K
$831K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.84K+ 14.67% |
$238K - $242K
|
45.6K
$1.9M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.77K+ 15.72% |
$235K - $239K
|
42.4K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.74KNew |
$234K - $238K
|
5.74K
$239K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.67KNew |
$231K - $235K
|
5.67K
$236K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
5.59KNew |
$228K - $232K
|
5.59K
$233K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
5.11K+ 92.64% |
$209K - $212K
|
10.6K
$442K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
5.06K+ 7.53% |
$206K - $210K
|
72.2K
$3.01M
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.86KNew |
$198K - $201K
|
4.86K
$202K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
4.56K+ 4.07% |
$186K - $189K
|
116K
$4.85M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.55K+ 12.87% |
$186K - $189K
|
39.9K
$1.66M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.06K+ 2.31% |
$166K - $168K
|
180K
$7.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.77K+ 1.54% |
$154K - $156K
|
248K
$10.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
3.11K+ 3.98% |
$127K - $129K
|
81.3K
$3.39M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.06K+ 9.21% |
$125K - $127K
|
36.3K
$1.51M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.75K+ 9.98% |
$112K - $114K
|
30.3K
$1.26M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.43K+ 4.76% |
$99K - $101K
|
53.4K
$2.22M
|