Purchases and Sales Made in Q3 2024 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 2024. 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 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
4.1K+ 7.07% |
$166K - $173K
|
62K
$2.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.07K+ 35.78% |
$165K - $172K
|
15.5K
$644K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4.05K+ 7.04% |
$164K - $171K
|
61.6K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
3.89K+ 11.97% |
$158K - $164K
|
36.4K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.72K+ 5.46% |
$151K - $157K
|
71.7K
$2.99M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.53K+ 56.71% |
$143K - $149K
|
9.75K
$406K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
3.39K+ 47.69% |
$137K - $143K
|
10.5K
$437K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.3K+ 5.78% |
$134K - $139K
|
60.3K
$2.51M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.27K+ 6.12% |
$132K - $138K
|
56.7K
$2.36M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.01K+ 6.6% |
$122K - $127K
|
48.5K
$2.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.69K+ 6.59% |
$109K - $113K
|
43.5K
$1.81M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.39K+ 6.49% |
$96.9K - $101K
|
39.2K
$1.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
2.29K+ 6.6% |
$93K - $96.9K
|
37.1K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.22K+ 22.81% |
$90.1K - $93.9K
|
12K
$498K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.97K+ 4.17% |
$79.8K - $83.2K
|
49.2K
$2.05M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.91K+ 2.6% |
$77.6K - $80.8K
|
75.5K
$3.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.41K+ 136.46% |
$57.2K - $59.6K
|
2.45K
$102K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.16K+ 49.32% |
$47K - $48.9K
|
3.51K
$146K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
1.08K+ 8.27% |
$43.9K - $45.8K
|
14.2K
$591K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.08K+ 5.25% |
$43.7K - $45.6K
|
21.6K
$900K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.06K+ 122.02% |
$43.1K - $44.9K
|
1.94K
$80.6K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.01KNew |
$40.9K - $42.6K
|
1.01K
$42K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.01K+ 10.79% |
$40.8K - $42.5K
|
10.3K
$430K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
978+ 15.49% |
$39.6K - $41.3K
|
7.29K
$304K
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
973+ 1.43% |
$39.4K - $41.1K
|
69.1K
$2.88M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
937+ 1.86% |
$38K - $39.6K
|
51.4K
$2.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
739+ 3.97% |
$30K - $31.2K
|
19.4K
$806K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
734+ 32.43% |
$29.8K - $31K
|
3K
$125K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
686+ 0.58% |
$27.8K - $29K
|
120K
$4.98M
|
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
664+ 1.77% |
$26.9K - $28K
|
38.1K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
655New |
$26.6K - $27.7K
|
655
$27.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
524+ 472.07% |
$21.2K - $22.1K
|
635
$26.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
513+ 1.62% |
$20.8K - $21.7K
|
32.3K
$1.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
448+ 1.94% |
$18.2K - $18.9K
|
23.5K
$978K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
447+ 2.03% |
$18.1K - $18.9K
|
22.5K
$938K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
427+ 26.0% |
$17.3K - $18K
|
2.07K
$86.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
411+ 3.25% |
$16.7K - $17.4K
|
13.1K
$544K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
382+ 0.92% |
$15.5K - $16.1K
|
41.8K
$1.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
289+ 1.88% |
$11.7K - $12.2K
|
15.7K
$653K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
216+ 1.24% |
$8.76K - $9.12K
|
17.6K
$734K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
170New |
$6.89K - $7.18K
|
170
$7.08K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
162+ 2.35% |
$6.57K - $6.84K
|
7.05K
$294K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
145New |
$5.88K - $6.12K
|
145
$6.04K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
134New |
$5.43K - $5.66K
|
134
$5.58K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
132+ 2.33% |
$5.35K - $5.57K
|
5.79K
$241K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
131New |
$5.31K - $5.53K
|
131
$5.45K
|
|
|
Oct 29, 2024
Q3 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
105+ 1.07% |
$4.26K - $4.43K
|
9.94K
$414K
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
74+ 1.34% |
$3K - $3.13K
|
5.58K
$232K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
58New |
$2.35K - $2.45K
|
58
$2.42K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
50+ 0.19% |
$2.03K - $2.11K
|
26.3K
$1.1M
|