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
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-707- 0.59% |
$29K - $29.5K
|
119K
$4.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-951- 15.99% |
$38.9K - $39.7K
|
5K
$209K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.25K- 6.15% |
$51.2K - $52.2K
|
19.1K
$796K
|
|
|
Apr 22, 2025
Q1 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-1.4K- 9.13% |
$57.2K - $58.4K
|
13.9K
$580K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.41K- 6.06% |
$57.7K - $58.9K
|
21.9K
$913K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.56K- 6.37% |
$63.8K - $65.1K
|
22.9K
$957K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.62K- 13.6% |
$66.4K - $67.7K
|
10.3K
$430K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.89K- 12.28% |
$77.3K - $78.8K
|
13.5K
$562K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.13K- 3.87% |
$87K - $88.8K
|
52.8K
$2.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.39K- 22.68% |
$97.7K - $99.6K
|
8.13K
$339K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.73K- 56.73% |
$112K - $114K
|
2.08K
$86.8K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.91K- 18.77% |
$119K - $122K
|
12.6K
$526K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.08K- 8.44% |
$126K - $129K
|
33.4K
$1.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.11K- 5.4% |
$127K - $130K
|
54.4K
$2.27M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-3.12K- 4.83% |
$128K - $130K
|
61.5K
$2.57M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.82K- 7.55% |
$156K - $159K
|
46.8K
$1.95M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.84K- 14.94% |
$157K - $160K
|
21.8K
$912K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-4.07K- 1.23% |
$166K - $170K
|
326K
$13.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.37K- 15.94% |
$179K - $182K
|
23K
$962K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-4.76K- 7.13% |
$195K - $199K
|
62K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.96K- 7.09% |
$203K - $207K
|
65K
$2.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5.4K- 34.18% |
$221K - $226K
|
10.4K
$434K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.24K- 58.44% |
$255K - $260K
|
4.43K
$185K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.55KClosed |
$309K - $315K
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-8.59K- 47.48% |
$352K - $359K
|
9.5K
$396K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.64K- 72.67% |
$354K - $361K
|
3.25K
$136K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.66K- 6.64% |
$355K - $362K
|
122K
$5.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10K- 8.6% |
$410K - $418K
|
106K
$4.44M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-10.2K- 4.36% |
$418K - $426K
|
224K
$9.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-14.4K- 49.99% |
$588K - $600K
|
14.4K
$600K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14.5K- 96.35% |
$595K - $607K
|
551
$23K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-14.7K- 31.77% |
$601K - $613K
|
31.5K
$1.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-17.9K- 97.56% |
$731K - $746K
|
446
$18.6K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-20K- 29.85% |
$819K - $835K
|
47K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-22K- 51.72% |
$902K - $920K
|
20.6K
$859K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-25.8K- 12.57% |
$1.06M - $1.08M
|
180K
$7.5M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-26K- 98.43% |
$1.07M - $1.09M
|
414
$17.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-26.8K- 76.94% |
$1.1M - $1.12M
|
8.03K
$335K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-45.4K- 27.18% |
$1.86M - $1.9M
|
122K
$5.08M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-54.5K- 67.79% |
$2.23M - $2.27M
|
25.9K
$1.08M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-56.2K- 76.72% |
$2.3M - $2.35M
|
17.1K
$712K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-78.9K- 59.34% |
$3.23M - $3.3M
|
54.1K
$2.26M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-107K- 5.21% |
$4.36M - $4.45M
|
1.94M
$80.9M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-151K- 18.54% |
$6.2M - $6.32M
|
665K
$27.7M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-277K- 76.76% |
$11.3M - $11.6M
|
83.9K
$3.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-361K- 47.47% |
$14.8M - $15.1M
|
400K
$16.7M
|