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
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.34K+ 20.37% |
$95.5K - $97K
|
13.8K
$572K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.33K+ 3.76% |
$94.9K - $96.4K
|
64.2K
$2.66M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2.1K+ 23.88% |
$85.5K - $86.9K
|
10.9K
$450K
|
|
|
Apr 22, 2024
Q1 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
2.06K+ 5.98% |
$84.1K - $85.4K
|
36.5K
$1.51M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.78KNew |
$72.5K - $73.7K
|
1.78K
$73.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.71K+ 9.92% |
$69.7K - $70.8K
|
18.9K
$783K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.59K+ 4.91% |
$65K - $66K
|
34K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.46K+ 1.32% |
$59.6K - $60.5K
|
112K
$4.65M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.32K+ 42.41% |
$53.9K - $54.8K
|
4.44K
$184K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.21K+ 6.46% |
$49.3K - $50.1K
|
19.9K
$825K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.1K+ 3.6% |
$44.9K - $45.6K
|
31.6K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.05K+ 3.92% |
$43K - $43.7K
|
28K
$1.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.02K+ 5.97% |
$41.5K - $42.1K
|
18K
$747K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
985+ 10.21% |
$40.2K - $40.8K
|
10.6K
$440K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
952+ 8.71% |
$38.9K - $39.5K
|
11.9K
$492K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
950+ 0.82% |
$38.8K - $39.4K
|
117K
$4.84M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
939+ 14.4% |
$38.3K - $38.9K
|
7.46K
$309K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
871+ 5.78% |
$35.5K - $36.1K
|
15.9K
$660K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
836+ 1.73% |
$34.1K - $34.7K
|
49.2K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
775+ 7.17% |
$31.6K - $32.1K
|
11.6K
$480K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
642+ 1.63% |
$26.2K - $26.6K
|
40K
$1.66M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
640+ 1.35% |
$26.1K - $26.5K
|
48K
$1.99M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
616New |
$25.1K - $25.5K
|
616
$25.5K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
533+ 4.16% |
$21.8K - $22.1K
|
13.3K
$552K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
500+ 196.08% |
$20.4K - $20.7K
|
755
$31.3K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
400New |
$16.3K - $16.6K
|
400
$16.6K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
392+ 2.31% |
$16K - $16.3K
|
17.4K
$720K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
362New |
$14.8K - $15K
|
362
$15K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
362+ 7.31% |
$14.8K - $15K
|
5.31K
$220K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
319+ 7.09% |
$13K - $13.2K
|
4.82K
$199K
|
|
|
May 15, 2024
Q1 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
319+ 2.49% |
$13K - $13.2K
|
13.1K
$544K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
282New |
$11.5K - $11.7K
|
282
$11.7K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
234+ 13.01% |
$9.55K - $9.7K
|
2.03K
$84.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
200New |
$8.16K - $8.29K
|
200
$8.28K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
193+ 2.56% |
$7.88K - $8K
|
7.74K
$321K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
158+ 3.15% |
$6.45K - $6.55K
|
5.18K
$214K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
153+ 43.34% |
$6.24K - $6.34K
|
506
$20.9K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
150+ 1.88% |
$6.12K - $6.22K
|
8.13K
$336K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
131+ 0.42% |
$5.35K - $5.43K
|
31.1K
$1.29M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
125+ 166.67% |
$5.1K - $5.18K
|
200
$8.28K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
124+ 1.73% |
$5.06K - $5.14K
|
7.29K
$302K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
111+ 0.17% |
$4.53K - $4.6K
|
65.7K
$2.72M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
111+ 0.8% |
$4.53K - $4.6K
|
14K
$579K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
101+ 102.02% |
$4.12K - $4.19K
|
200
$8.28K
|
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
101+ 1.89% |
$4.12K - $4.19K
|
5.43K
$225K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
73+ 34.93% |
$2.98K - $3.03K
|
282
$11.7K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
53New |
$2.16K - $2.2K
|
53
$2.19K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
47+ 0.02% |
$1.92K - $1.95K
|
214K
$8.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
33+ 32.67% |
$1.35K - $1.37K
|
134
$5.55K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29+ 0.04% |
$1.18K - $1.2K
|
64.8K
$2.68M
|