Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
214K+ 142.8% |
$8.38M - $8.57M
|
364K
$15.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
140K+ 160.28% |
$5.48M - $5.6M
|
227K
$9.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
140K+ 181.6% |
$5.48M - $5.6M
|
217K
$9.04M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
133K+ 10.87% |
$5.2M - $5.32M
|
1.36M
$56.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
124KNew |
$4.85M - $4.96M
|
124K
$5.16M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
114K+ 132.53% |
$4.46M - $4.56M
|
200K
$8.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
114K+ 5.72% |
$4.45M - $4.56M
|
2.1M
$87.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
76.4K+ 116.28% |
$2.99M - $3.06M
|
142K
$5.92M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
68.7K+ 273.43% |
$2.69M - $2.75M
|
93.8K
$3.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
66KNew |
$2.58M - $2.64M
|
66K
$2.75M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
62.3K+ 52.6% |
$2.44M - $2.5M
|
181K
$7.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
54.2KNew |
$2.12M - $2.17M
|
54.2K
$2.26M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
46.9KNew |
$1.83M - $1.88M
|
46.9K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
43K+ 243.71% |
$1.68M - $1.72M
|
60.6K
$2.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
42.7K+ 51.09% |
$1.67M - $1.71M
|
126K
$5.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
32.2K+ 3.21% |
$1.26M - $1.29M
|
1.03M
$43.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
28.6K+ 29.7% |
$1.12M - $1.15M
|
125K
$5.21M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
27.6KNew |
$1.08M - $1.11M
|
27.6K
$1.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
27.6KNew |
$1.08M - $1.1M
|
27.6K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.9K+ 34.13% |
$937K - $958K
|
94.1K
$3.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
17.2KNew |
$672K - $687K
|
17.2K
$714K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
15.9K+ 48.08% |
$622K - $636K
|
48.9K
$2.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.4K+ 21.92% |
$601K - $615K
|
85.4K
$3.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
12.5KNew |
$488K - $499K
|
12.5K
$519K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12.1K+ 40.26% |
$473K - $484K
|
42.1K
$1.75M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.9K+ 1941.6% |
$466K - $476K
|
12.5K
$521K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
11K+ 187.55% |
$432K - $441K
|
16.9K
$704K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
11K+ 32.84% |
$431K - $441K
|
44.6K
$1.86M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
BUY
|
- |
10.8K+ 15.3% |
$421K - $431K
|
81.1K
$3.38M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
10.7K+ 67.43% |
$419K - $429K
|
26.6K
$1.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.93K+ 18.31% |
$389K - $398K
|
64.2K
$2.67M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.59K+ 4.73% |
$375K - $384K
|
212K
$8.84M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.39K+ 18.49% |
$367K - $376K
|
60.2K
$2.5M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.33KNew |
$365K - $373K
|
9.33K
$388K
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
9.06K+ 4.21% |
$355K - $363K
|
224K
$9.33M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.89K+ 56.59% |
$348K - $356K
|
24.6K
$1.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.64K+ 37.61% |
$338K - $346K
|
31.6K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8.41K+ 62.17% |
$329K - $337K
|
21.9K
$913K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8.11K+ 86.2% |
$318K - $325K
|
17.5K
$730K
|
|
|
Oct 12, 2023
Q3 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
7.88K+ 10.72% |
$308K - $315K
|
81.4K
$3.39M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.37KNew |
$288K - $295K
|
7.37K
$307K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.08K+ 29.3% |
$277K - $284K
|
31.3K
$1.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.2K+ 3.59% |
$243K - $248K
|
179K
$7.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
5.84KNew |
$229K - $234K
|
5.84K
$243K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.67KNew |
$222K - $227K
|
5.67K
$236K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.63KNew |
$220K - $225K
|
5.63K
$234K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
5.56KNew |
$218K - $223K
|
5.56K
$232K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.85K+ 18.37% |
$190K - $194K
|
31.3K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.94K+ 31.88% |
$154K - $158K
|
16.3K
$678K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.92K+ 5.78% |
$154K - $157K
|
71.8K
$2.99M
|