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 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3.64K+ 8.87% |
$142K - $146K
|
44.7K
$1.86M
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.37K+ 9.71% |
$132K - $135K
|
38.1K
$1.59M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.36K+ 5.72% |
$132K - $135K
|
62.2K
$2.59M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.81KNew |
$110K - $112K
|
2.81K
$117K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.64K+ 2.96% |
$103K - $106K
|
91.8K
$3.82M
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
2.61K+ 3.3% |
$102K - $104K
|
81.5K
$3.39M
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.55K+ 6.43% |
$99.7K - $102K
|
42.2K
$1.76M
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.46K+ 32.14% |
$96.1K - $98.3K
|
10.1K
$420K
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.44K+ 15.83% |
$95.3K - $97.5K
|
17.8K
$742K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.95K+ 12.1% |
$76.2K - $77.9K
|
18K
$751K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
1.94K+ 1.62% |
$75.9K - $77.7K
|
122K
$5.07M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.87K+ 15.28% |
$73.2K - $74.8K
|
14.1K
$587K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.7K+ 14.97% |
$66.3K - $67.9K
|
13K
$542K
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
1.67K+ 10.83% |
$65.4K - $66.9K
|
17.1K
$712K
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
1.3K+ 19.53% |
$51K - $52.2K
|
7.98K
$332K
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
1.23K+ 3.07% |
$48.3K - $49.4K
|
41.4K
$1.72M
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.16K+ 13.34% |
$45.4K - $46.4K
|
9.86K
$410K
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.15K+ 8.15% |
$44.9K - $45.9K
|
15.2K
$633K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.01K+ 2.96% |
$39.4K - $40.3K
|
35K
$1.46M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
975+ 3.92% |
$38.2K - $39K
|
25.8K
$1.08M
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
818+ 2.97% |
$32K - $32.7K
|
28.4K
$1.18M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
756+ 10.27% |
$29.6K - $30.3K
|
8.12K
$338K
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
734+ 2.42% |
$28.7K - $29.4K
|
31.1K
$1.3M
|
|
Oct 16, 2023
Q3 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
668+ 4.77% |
$26.1K - $26.7K
|
14.7K
$610K
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
556+ 7.54% |
$21.8K - $22.3K
|
7.93K
$330K
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
510New |
$20K - $20.4K
|
510
$21.2K
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
398+ 5.2% |
$15.6K - $15.9K
|
8.05K
$335K
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
249+ 0.82% |
$9.75K - $9.97K
|
30.6K
$1.27M
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
196+ 0.97% |
$7.67K - $7.85K
|
20.3K
$846K
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
196+ 1.0% |
$7.67K - $7.85K
|
19.9K
$828K
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
179+ 0.57% |
$7.01K - $7.17K
|
31.6K
$1.31M
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
105+ 1.13% |
$4.11K - $4.2K
|
9.36K
$390K
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
100+ 0.62% |
$3.91K - $4K
|
16.2K
$674K
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
92+ 1.42% |
$3.6K - $3.68K
|
6.57K
$274K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
66+ 0.46% |
$2.58K - $2.64K
|
14.6K
$606K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
59+ 0.88% |
$2.31K - $2.36K
|
6.75K
$281K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
35New |
$1.37K - $1.4K
|
35
$1.46K
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
28+ 0.52% |
$1.1K - $1.12K
|
5.38K
$224K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10+ 0.12% |
$391 - $400
|
8.04K
$335K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
9+ 0.07% |
$352 - $360
|
13.8K
$576K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2New |
$78.3 - $80.1
|
2
$83.3
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-15- 24.59% |
$587 - $600
|
46
$1.92K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-66- 0.61% |
$2.58K - $2.64K
|
10.7K
$445K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-90- 14.59% |
$3.52K - $3.6K
|
527
$21.9K
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-94- 0.31% |
$3.68K - $3.76K
|
30.1K
$1.25M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-114- 1.13% |
$4.46K - $4.56K
|
9.94K
$414K
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-150- 0.85% |
$5.87K - $6K
|
17.4K
$727K
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-152- 2.43% |
$5.95K - $6.08K
|
6.11K
$254K
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-214- 0.64% |
$8.38K - $8.57K
|
33.1K
$1.38M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-306- 47.22% |
$12K - $12.2K
|
342
$14.2K
|