Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100+ 16.67% |
$4.7K - $4.83K
|
700
$29K
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
96New |
$4.52K - $4.63K
|
96
$3.98K
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
58+ 118.37% |
$2.73K - $2.8K
|
107
$4.44K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
50+ 13.55% |
$2.35K - $2.41K
|
419
$17.4K
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
49+ 0.44% |
$2.3K - $2.37K
|
11.3K
$468K
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
45+ 0.08% |
$2.12K - $2.17K
|
55.1K
$2.29M
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
35New |
$1.65K - $1.69K
|
35
$1.45K
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
18+ 1.35% |
$847 - $869
|
1.36K
$56.2K
|
|
Jan 31, 2022
Q4 2021
|
Howard Capital Management Inc.
|
BUY
|
- |
8+ 0.01% |
$376 - $386
|
61.2K
$2.54M
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
6+ 0.13% |
$282 - $290
|
4.68K
$194K
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4+ 0.57% |
$188 - $193
|
703
$29.1K
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3New |
$141 - $145
|
3
$124
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-10- 5.26% |
$470 - $483
|
180
$7.46K
|
|
Feb 02, 2022
Q4 2021
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-13- 0.14% |
$612 - $628
|
9.33K
$387K
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-27- 31.76% |
$1.27K - $1.3K
|
58
$2.4K
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-32- 0.77% |
$1.51K - $1.54K
|
4.12K
$171K
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-36- 0.07% |
$1.69K - $1.74K
|
49.2K
$2.04M
|
|
Feb 08, 2022
Q4 2021
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-59- 0.8% |
$2.78K - $2.85K
|
7.28K
$302K
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-81- 15.79% |
$3.81K - $3.91K
|
432
$17.9K
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-90- 2.06% |
$4.23K - $4.35K
|
4.29K
$178K
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-98- 2.62% |
$4.61K - $4.73K
|
3.64K
$151K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-162- 46.96% |
$7.62K - $7.82K
|
183
$7.59K
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-187- 2.27% |
$8.8K - $9.03K
|
8.06K
$334K
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-207- 8.16% |
$9.74K - $9.99K
|
2.33K
$96.6K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-215Closed |
$10.1K - $10.4K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
SELL
|
- |
-271- 0.46% |
$12.7K - $13.1K
|
58.5K
$2.42M
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-413- 3.67% |
$19.4K - $19.9K
|
10.8K
$449K
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-451- 6.39% |
$21.2K - $21.8K
|
6.61K
$274K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-465- 2.7% |
$21.9K - $22.5K
|
16.8K
$694K
|
|
Feb 10, 2022
Q4 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-477- 0.45% |
$22.4K - $23K
|
106K
$4.4M
|
|
Feb 07, 2022
Q4 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-511- 6.22% |
$24K - $24.7K
|
7.71K
$320K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-679- 8.14% |
$31.9K - $32.8K
|
7.66K
$317K
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-700- 4.16% |
$32.9K - $33.8K
|
16.1K
$669K
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-802- 5.8% |
$37.7K - $38.7K
|
13K
$540K
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-839Closed |
$39.5K - $40.5K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-908- 13.64% |
$42.7K - $43.8K
|
5.75K
$238K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-948- 41.34% |
$44.6K - $45.8K
|
1.35K
$55.8K
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-960- 2.41% |
$45.2K - $46.3K
|
38.9K
$1.61M
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.05K- 10.95% |
$49.2K - $50.5K
|
8.5K
$352K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-1.06K- 2.88% |
$49.9K - $51.2K
|
35.8K
$1.48M
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.11K- 18.0% |
$52K - $53.4K
|
5.04K
$209K
|
|
Jul 09, 2024
Q4 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-1.13K- 3.42% |
$53.2K - $54.7K
|
32K
$1.33M
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.25K- 40.32% |
$58.8K - $60.4K
|
1.85K
$76.7K
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.42K- 1.39% |
$66.6K - $68.3K
|
101K
$4.18M
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.47K- 2.13% |
$68.9K - $70.7K
|
67.4K
$2.79M
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.51K- 7.77% |
$70.9K - $72.8K
|
17.9K
$741K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.53K- 5.61% |
$72.2K - $74.1K
|
25.8K
$1.07M
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.55K- 11.37% |
$73.1K - $75K
|
12.1K
$502K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.63KClosed |
$76.7K - $78.7K
|
0
$0
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.81KClosed |
$84.9K - $87.1K
|
0
$0
|