Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-12- 12.5% |
$468 - $482
|
84
$3.5K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39- 0.01% |
$1.52K - $1.57K
|
280K
$11.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-53- 0.66% |
$2.06K - $2.13K
|
8.03K
$334K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-63- 0.6% |
$2.45K - $2.53K
|
10.4K
$435K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-65- 0.12% |
$2.53K - $2.61K
|
54.6K
$2.27M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-108- 2.3% |
$4.21K - $4.33K
|
4.58K
$191K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-135- 32.77% |
$5.26K - $5.42K
|
277
$11.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-149- 0.42% |
$5.81K - $5.98K
|
35.7K
$1.49M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-150- 0.62% |
$5.84K - $6.02K
|
24.1K
$1M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-152- 2.23% |
$5.92K - $6.1K
|
6.66K
$277K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-152- 2.23% |
$5.92K - $6.1K
|
6.66K
$277K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-155- 31.0% |
$6.04K - $6.22K
|
345
$14.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-171- 10.88% |
$6.66K - $6.86K
|
1.4K
$58.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-178- 2.36% |
$6.93K - $7.14K
|
7.37K
$307K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-187- 2.74% |
$7.29K - $7.5K
|
6.63K
$276K
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-195- 3.02% |
$7.6K - $7.83K
|
6.26K
$261K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-312- 49.92% |
$12.2K - $12.5K
|
313
$13K
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-339- 6.0% |
$13.2K - $13.6K
|
5.31K
$221K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-358- 35.59% |
$13.9K - $14.4K
|
648
$27K
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-362- 1.08% |
$14.1K - $14.5K
|
33.3K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-378- 3.5% |
$14.7K - $15.2K
|
10.4K
$434K
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-460- 2.78% |
$17.9K - $18.5K
|
16.1K
$670K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-475- 9.86% |
$18.5K - $19.1K
|
4.34K
$181K
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-484- 2.35% |
$18.9K - $19.4K
|
20.1K
$838K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-820- 56.94% |
$31.9K - $32.9K
|
620
$25.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-896- 8.43% |
$34.9K - $36K
|
9.74K
$406K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-924- 4.99% |
$36K - $37.1K
|
17.6K
$733K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.02K- 83.65% |
$39.9K - $41.1K
|
200
$8.33K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.04K- 7.61% |
$40.4K - $41.6K
|
12.6K
$524K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.12K- 3.18% |
$43.6K - $44.9K
|
34.1K
$1.42M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.23K- 5.78% |
$47.8K - $49.2K
|
20K
$833K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.28K- 8.09% |
$49.7K - $51.2K
|
14.5K
$603K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.51K- 1.22% |
$58.7K - $60.4K
|
122K
$5.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.58K- 18.42% |
$61.7K - $63.5K
|
7.01K
$292K
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.69K- 7.9% |
$65.8K - $67.8K
|
19.7K
$820K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.14K- 4.16% |
$83.3K - $85.8K
|
49.2K
$2.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.35K- 6.42% |
$91.4K - $94.1K
|
34.2K
$1.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.36K- 3.25% |
$91.9K - $94.7K
|
70.1K
$2.92M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.5K- 31.4% |
$97.5K - $100K
|
5.47K
$228K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.7K- 99.96% |
$105K - $108K
|
1
$41.6
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.83K- 10.98% |
$110K - $114K
|
23K
$957K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.5K- 4.35% |
$136K - $140K
|
77K
$3.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-3.62K- 22.15% |
$141K - $145K
|
12.7K
$529K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.97K- 86.61% |
$154K - $159K
|
613
$25.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-4.06K- 5.23% |
$158K - $163K
|
73.5K
$3.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.1K- 36.37% |
$160K - $164K
|
7.17K
$299K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-4.21K- 5.64% |
$164K - $169K
|
70.3K
$2.93M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.44K- 28.16% |
$173K - $178K
|
11.3K
$472K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-4.61K- 5.52% |
$180K - $185K
|
78.9K
$3.28M
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-4.87K- 1.57% |
$190K - $195K
|
306K
$12.7M
|