Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.6MNew |
$414M - $419M
|
8.6M
$358M
|
|
|
Oct 28, 2021
Q3 2021
|
Manchester Financial Inc
|
BUY
|
- |
313KNew |
$15.1M - $15.3M
|
313K
$13.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
267KNew |
$12.9M - $13M
|
267K
$11.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
259K+ 16.05% |
$12.4M - $12.6M
|
1.87M
$77.9M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
140KNew |
$6.72M - $6.8M
|
140K
$5.82M
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
105K+ 14.31% |
$5.06M - $5.12M
|
840K
$35M
|
|
|
Oct 21, 2021
Q3 2021
|
Essex LLC
|
BUY
|
- |
86.6KNew |
$4.17M - $4.22M
|
86.6K
$3.61M
|
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
71.6K+ 72.1% |
$3.45M - $3.49M
|
171K
$7.12M
|
|
|
Nov 02, 2021
Q3 2021
|
Howard Capital Management Inc.
|
BUY
|
- |
61.2KNew |
$2.94M - $2.98M
|
61.2K
$2.55M
|
|
|
Nov 16, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
55.7K+ 352.15% |
$2.68M - $2.71M
|
71.5K
$2.98M
|
|
|
Oct 01, 2021
Q3 2021
|
Park National Corp
|
BUY
|
- |
32.1K+ 7.44% |
$1.54M - $1.56M
|
463K
$19.3M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
30.3K+ 20.12% |
$1.46M - $1.47M
|
181K
$7.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
28.2K+ 288.93% |
$1.36M - $1.37M
|
38K
$1.58M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
27KNew |
$1.3M - $1.31M
|
27K
$1.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.2K+ 0.82% |
$1.21M - $1.23M
|
3.09M
$129M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.4K+ 14.46% |
$1.13M - $1.14M
|
185K
$7.71M
|
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
21.9K+ 167.51% |
$1.05M - $1.06M
|
34.9K
$1.45M
|
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
20.7K+ 30.21% |
$995K - $1.01M
|
89.1K
$3.71M
|
|
|
Oct 28, 2021
Q3 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
18.9K+ 22.14% |
$909K - $920K
|
104K
$4.34M
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
16.7K+ 69.07% |
$804K - $813K
|
40.9K
$1.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
15.8KNew |
$761K - $770K
|
15.8K
$659K
|
|
|
Oct 27, 2021
Q3 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
15.8KNew |
$760K - $770K
|
15.8K
$658K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.3K+ 33.25% |
$736K - $745K
|
61.3K
$2.55M
|
|
|
Oct 12, 2021
Q3 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
14.4K+ 15.89% |
$694K - $703K
|
105K
$4.38M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.3K+ 11.13% |
$591K - $598K
|
123K
$5.1M
|
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
BUY
|
- |
12.1K+ 25.91% |
$582K - $589K
|
58.8K
$2.45M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.7K+ 30.62% |
$561K - $568K
|
49.7K
$2.07M
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
11.4K+ 24.16% |
$549K - $555K
|
58.6K
$2.44M
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
11.2KNew |
$541K - $548K
|
11.2K
$468K
|
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.5KNew |
$507K - $513K
|
10.5K
$439K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.1K+ 266.27% |
$486K - $492K
|
13.9K
$579K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.1K+ 2.83% |
$485K - $490K
|
366K
$15.2M
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.1K+ 2.83% |
$485K - $490K
|
366K
$15.2M
|
|
|
Nov 01, 2021
Q3 2021
|
Janney Capital Management LLC
|
BUY
|
- |
9.9K+ 11.86% |
$476K - $482K
|
93.4K
$3.89M
|
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
9.29K+ 34.47% |
$447K - $453K
|
36.2K
$1.51M
|
|
|
Nov 08, 2021
Q3 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
8.22KNew |
$396K - $400K
|
8.22K
$342K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
8.03K+ 2.77% |
$386K - $391K
|
298K
$12.4M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.83K+ 5.35% |
$377K - $381K
|
154K
$6.42M
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
BUY
|
- |
7.68K+ 2.16% |
$370K - $374K
|
364K
$15.1M
|
|
|
Oct 20, 2021
Q3 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
7.58K+ 35.38% |
$365K - $369K
|
29K
$1.21M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
7.29K+ 92.89% |
$351K - $355K
|
15.1K
$630K
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.96KNew |
$335K - $339K
|
6.96K
$290K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.17K+ 47.76% |
$297K - $301K
|
19.1K
$795K
|
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
6.01K+ 2.16% |
$289K - $292K
|
285K
$11.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.49K+ 44.64% |
$264K - $267K
|
17.8K
$740K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.28KNew |
$254K - $257K
|
5.28K
$220K
|
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.8K+ 31.41% |
$231K - $234K
|
20.1K
$836K
|
|
|
Nov 01, 2021
Q3 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
4.46K+ 13.99% |
$215K - $217K
|
36.4K
$1.51M
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.39K+ 6.54% |
$211K - $214K
|
71.5K
$2.98M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
4.21K+ 1.06% |
$202K - $205K
|
400K
$16.6M
|