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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
291+ 2.81% |
$11.9K - $12.2K
|
10.7K
$445K
|
|
|
Apr 30, 2025
Q1 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
260+ 1.82% |
$10.6K - $10.9K
|
14.5K
$607K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
198New |
$8.11K - $8.27K
|
198
$8.26K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
196+ 21.17% |
$8.03K - $8.19K
|
1.12K
$46.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
185+ 0.41% |
$7.58K - $7.73K
|
45.6K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
185+ 0.77% |
$7.58K - $7.73K
|
24.2K
$1.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
178+ 3.65% |
$7.29K - $7.44K
|
5.05K
$211K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
177+ 0.62% |
$7.25K - $7.39K
|
28.5K
$1.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
133+ 1.57% |
$5.45K - $5.56K
|
8.62K
$360K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
125+ 33.33% |
$5.12K - $5.22K
|
500
$20.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
102+ 1.46% |
$4.18K - $4.26K
|
7.11K
$297K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
50New |
$2.05K - $2.09K
|
50
$2.09K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
45New |
$1.84K - $1.88K
|
45
$1.88K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
39+ 67.24% |
$1.6K - $1.63K
|
97
$4.05K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
26+ 0.51% |
$1.06K - $1.09K
|
5.16K
$215K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
20+ 0.09% |
$819 - $835
|
21.9K
$912K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
12+ 40.0% |
$491 - $501
|
42
$1.75K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
9+ 0.9% |
$369 - $376
|
1K
$41.9K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.99% |
$41 - $41.8
|
102
$4.26K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$41 - $41.8
|
8.73K
$364K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-3- 0.01% |
$123 - $125
|
25.3K
$1.06M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-6- 3.82% |
$246 - $251
|
151
$6.3K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-10- 1.59% |
$410 - $418
|
619
$25.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-26- 0.15% |
$1.06K - $1.09K
|
17.8K
$743K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-59- 0.97% |
$2.42K - $2.46K
|
6.01K
$251K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-65- 1.01% |
$2.66K - $2.72K
|
6.36K
$265K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-75- 0.78% |
$3.07K - $3.13K
|
9.6K
$400K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-76- 0.97% |
$3.11K - $3.17K
|
7.78K
$325K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-80- 0.79% |
$3.28K - $3.34K
|
9.99K
$417K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-80- 1.27% |
$3.28K - $3.34K
|
6.23K
$260K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-90- 0.07% |
$3.69K - $3.76K
|
135K
$5.62M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-108- 1.42% |
$4.42K - $4.51K
|
7.52K
$314K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-114- 0.29% |
$4.67K - $4.76K
|
38.7K
$1.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-120- 9.58% |
$4.91K - $5.01K
|
1.13K
$47.3K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-138- 4.97% |
$5.65K - $5.76K
|
2.64K
$110K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-162- 32.21% |
$6.63K - $6.77K
|
341
$14.2K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-221- 3.33% |
$9.05K - $9.23K
|
6.42K
$268K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-227- 98.7% |
$9.3K - $9.48K
|
3
$125
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-285- 9.46% |
$11.7K - $11.9K
|
2.73K
$114K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-285- 19.94% |
$11.7K - $11.9K
|
1.14K
$47.8K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-296- 4.52% |
$12.1K - $12.4K
|
6.26K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-318- 1.65% |
$13K - $13.3K
|
19K
$791K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-340- 5.19% |
$13.9K - $14.2K
|
6.21K
$259K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-348- 1.37% |
$14.3K - $14.5K
|
25K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-361- 5.79% |
$14.8K - $15.1K
|
5.88K
$245K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-365- 3.39% |
$14.9K - $15.2K
|
10.4K
$434K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-415- 2.26% |
$17K - $17.3K
|
18K
$750K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-511- 1.09% |
$20.9K - $21.3K
|
46.4K
$1.94M
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-596- 10.54% |
$24.4K - $24.9K
|
5.06K
$211K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-630- 2.28% |
$25.8K - $26.3K
|
27K
$1.13M
|