Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
5.08KNew |
$208K - $212K
|
5.08K
$212K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5K+ 28.54% |
$205K - $209K
|
22.5K
$941K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.84K+ 22.71% |
$198K - $202K
|
26.1K
$1.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
4.41K+ 45.2% |
$181K - $184K
|
14.2K
$591K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
BUY
|
- |
3.68K+ 5.46% |
$151K - $154K
|
71.1K
$2.97M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.57K+ 21.47% |
$146K - $149K
|
20.2K
$844K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
3.53K+ 38.44% |
$145K - $147K
|
12.7K
$530K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.14K+ 23.23% |
$129K - $131K
|
16.7K
$696K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.72K+ 36.87% |
$111K - $114K
|
10.1K
$421K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.48K+ 32.71% |
$102K - $104K
|
10.1K
$421K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.46K+ 2.42% |
$101K - $103K
|
104K
$4.35M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
2.43K+ 6.58% |
$99.5K - $102K
|
39.4K
$1.64M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.18K+ 17.39% |
$89.3K - $91.1K
|
14.7K
$614K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.17K+ 30.65% |
$88.8K - $90.6K
|
9.25K
$386K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.08K+ 16.37% |
$85K - $86.7K
|
14.8K
$616K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.08K+ 9.91% |
$85K - $86.7K
|
23K
$961K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.99K+ 992.5% |
$81.3K - $82.9K
|
2.19K
$91.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.97K+ 3.72% |
$80.7K - $82.3K
|
55K
$2.3M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.95K+ 5.24% |
$79.9K - $81.5K
|
39.2K
$1.64M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.8K+ 4.32% |
$73.7K - $75.2K
|
43.5K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.73K+ 33.83% |
$71K - $72.4K
|
6.86K
$286K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.65K+ 10.55% |
$67.4K - $68.8K
|
17.3K
$720K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.58K+ 8.67% |
$64.7K - $66K
|
19.8K
$826K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.54K+ 14.84% |
$63K - $64.2K
|
11.9K
$497K
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
1.53K+ 3.24% |
$62.5K - $63.8K
|
48.7K
$2.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.52K+ 5.24% |
$62.4K - $63.7K
|
30.6K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.52K+ 19.3% |
$62.2K - $63.4K
|
9.38K
$392K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.48K+ 0.9% |
$60.7K - $61.9K
|
167K
$6.96M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.48K+ 19.45% |
$60.7K - $61.9K
|
9.11K
$380K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.43K+ 142700.0% |
$58.4K - $59.6K
|
1.43K
$59.6K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.3K+ 1.28% |
$53.3K - $54.3K
|
103K
$4.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
1.29K+ 4.56% |
$52.9K - $53.9K
|
29.6K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
1.2K+ 20.17% |
$49.1K - $50.1K
|
7.15K
$298K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.11K+ 2.9% |
$45.4K - $46.3K
|
39.4K
$1.64M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.1K+ 21.05% |
$45K - $45.9K
|
6.31K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.07KNew |
$43.7K - $44.6K
|
1.07K
$44.6K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1KNew |
$41K - $41.8K
|
1K
$41.7K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
992+ 29.87% |
$40.6K - $41.4K
|
4.31K
$180K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
924+ 1.25% |
$37.8K - $38.6K
|
74.9K
$3.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
867+ 29.96% |
$35.5K - $36.2K
|
3.76K
$157K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
747+ 5.87% |
$30.6K - $31.2K
|
13.5K
$562K
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
726+ 1.14% |
$29.7K - $30.3K
|
64.2K
$2.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
580New |
$23.8K - $24.2K
|
580
$24.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
574+ 14.08% |
$23.5K - $24K
|
4.65K
$194K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
544+ 4.74% |
$22.3K - $22.7K
|
12K
$502K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
481+ 4.08% |
$19.7K - $20.1K
|
12.3K
$512K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
475+ 3.97% |
$19.5K - $19.8K
|
12.4K
$519K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
386+ 1.21% |
$15.8K - $16.1K
|
32.2K
$1.34M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
359+ 5.17% |
$14.7K - $15K
|
7.3K
$305K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
335+ 11.4% |
$13.7K - $14K
|
3.27K
$137K
|