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 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
74+ 1.34% |
$3K - $3.13K
|
5.58K
$227K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
58New |
$2.35K - $2.45K
|
58
$2.36K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
50+ 0.19% |
$2.03K - $2.11K
|
26.3K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
45New |
$1.82K - $1.9K
|
45
$1.83K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42+ 1.06% |
$1.7K - $1.77K
|
4.02K
$164K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
37+ 59.68% |
$1.5K - $1.56K
|
99
$4.03K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
21New |
$851 - $887
|
21
$854
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12+ 0.21% |
$486 - $507
|
5.72K
$233K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8+ 0.1% |
$324 - $338
|
7.7K
$313K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-3- 0.34% |
$122 - $127
|
867
$35.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4- 0.22% |
$162 - $169
|
1.8K
$73K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-6- 15.0% |
$243 - $253
|
34
$1.38K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-9- 0.5% |
$365 - $380
|
1.78K
$72.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-30- 0.25% |
$1.22K - $1.27K
|
11.8K
$478K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-33- 94.29% |
$1.34K - $1.39K
|
2
$81.4
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-59- 0.95% |
$2.39K - $2.49K
|
6.13K
$249K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-61- 0.82% |
$2.47K - $2.58K
|
7.33K
$298K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-75- 0.95% |
$3.04K - $3.17K
|
7.85K
$319K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-78- 0.47% |
$3.16K - $3.29K
|
16.4K
$666K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-93- 28.79% |
$3.77K - $3.93K
|
230
$9.36K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-104- 14.71% |
$4.22K - $4.39K
|
603
$24.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-105- 6.51% |
$4.26K - $4.43K
|
1.51K
$61.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-285- 4.87% |
$11.6K - $12K
|
5.57K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-382- 5.73% |
$15.5K - $16.1K
|
6.29K
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-436- 7.5% |
$17.7K - $18.4K
|
5.38K
$219K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-496- 2.87% |
$20.1K - $20.9K
|
16.8K
$683K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-545- 0.86% |
$22.1K - $23K
|
62.6K
$2.55M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-569- 27.24% |
$23.1K - $24K
|
1.52K
$61.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-615- 6.22% |
$24.9K - $26K
|
9.27K
$377K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-651- 0.88% |
$26.4K - $27.5K
|
73.5K
$2.99M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-743- 1.1% |
$30.1K - $31.4K
|
66.8K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-853- 4.18% |
$34.6K - $36K
|
19.6K
$796K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.09K- 1.42% |
$44.1K - $46K
|
75.4K
$3.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.14K- 12.09% |
$46.3K - $48.3K
|
8.31K
$338K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.14K- 17.18% |
$46.3K - $48.3K
|
5.51K
$224K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.16K- 8.46% |
$46.9K - $48.9K
|
12.5K
$510K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.23K- 2.93% |
$49.9K - $52K
|
40.9K
$1.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.23K- 1.63% |
$50K - $52.1K
|
74.3K
$3.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-1.25K- 6.44% |
$50.7K - $52.8K
|
18.1K
$738K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.45K- 93.5% |
$58.9K - $61.4K
|
101
$4.11K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.52K- 33.13% |
$61.7K - $64.2K
|
3.07K
$125K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.58K- 16.48% |
$64.1K - $66.8K
|
8.02K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.96K- 23.58% |
$79.4K - $82.7K
|
6.34K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.1K- 18.39% |
$85K - $88.5K
|
9.3K
$378K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.14K- 3.41% |
$86.9K - $90.5K
|
60.8K
$2.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.23K- 11.9% |
$90.5K - $94.3K
|
16.5K
$672K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2.38K- 23.93% |
$96.3K - $100K
|
7.55K
$307K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.45K- 2.39% |
$99.2K - $103K
|
100K
$4.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.67K- 26.09% |
$108K - $113K
|
7.55K
$307K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.89K- 4.56% |
$117K - $122K
|
60.4K
$2.46M
|