Purchases and Sales Made in Q4 2022 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 2022. 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 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-167Closed |
$6.43K - $6.68K
|
0
$0
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-199- 2.83% |
$7.66K - $7.96K
|
6.84K
$285K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-202- 17.92% |
$7.77K - $8.08K
|
925
$38.5K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-244- 3.41% |
$9.39K - $9.76K
|
6.9K
$287K
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-260- 91.87% |
$10K - $10.4K
|
23
$958
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-289- 29.05% |
$11.1K - $11.6K
|
706
$29.4K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-294- 37.03% |
$11.3K - $11.8K
|
500
$20.8K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-352- 3.15% |
$13.5K - $14.1K
|
10.8K
$450K
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-395- 2.08% |
$15.2K - $15.8K
|
18.6K
$775K
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-464- 2.7% |
$17.9K - $18.6K
|
16.7K
$697K
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 86.96% |
$19.2K - $20K
|
75
$3.12K
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-646- 8.97% |
$24.9K - $25.8K
|
6.56K
$273K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-665- 1.87% |
$25.6K - $26.6K
|
34.9K
$1.45M
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-825- 1.45% |
$31.8K - $33K
|
56.2K
$2.34M
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-893- 5.88% |
$34.4K - $35.7K
|
14.3K
$595K
|
|
Feb 01, 2023
Q4 2022
|
Walker Asset Management, LLC
|
SELL
|
- |
-1K- 4.2% |
$38.5K - $40K
|
22.8K
$950K
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.04K- 14.89% |
$39.9K - $41.5K
|
5.93K
$247K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.05K- 5.54% |
$40.2K - $41.8K
|
17.8K
$742K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.22K- 21.03% |
$46.9K - $48.8K
|
4.58K
$191K
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.33K- 21.76% |
$51.1K - $53.1K
|
4.77K
$199K
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.68K- 12.1% |
$64.5K - $67K
|
12.2K
$507K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.71K- 19.69% |
$66K - $68.6K
|
6.99K
$291K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.81K- 3.07% |
$69.7K - $72.5K
|
57.2K
$2.38M
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.94K- 7.99% |
$74.8K - $77.8K
|
22.4K
$932K
|
|
Jan 20, 2023
Q4 2022
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-1.98K- 3.85% |
$76.1K - $79K
|
49.3K
$2.05M
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.09K- 99.33% |
$80.3K - $83.4K
|
14
$583
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.31K- 2.82% |
$88.9K - $92.4K
|
79.7K
$3.32M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.38K- 1.0% |
$91.5K - $95K
|
236K
$9.84M
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.38K- 7.07% |
$91.6K - $95.2K
|
31.3K
$1.3M
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.42K- 12.28% |
$93.1K - $96.8K
|
17.3K
$719K
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.53K- 23.92% |
$97.3K - $101K
|
8.04K
$335K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-2.6K- 2.92% |
$100K - $104K
|
86.5K
$3.6M
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-3.27K- 4.19% |
$126K - $131K
|
74.7K
$3.11M
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-3.46K- 2.63% |
$133K - $138K
|
128K
$5.33M
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4K- 14.37% |
$154K - $160K
|
23.9K
$993K
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.22K- 35.14% |
$163K - $169K
|
7.79K
$324K
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-4.58K- 11.21% |
$176K - $183K
|
36.3K
$1.51M
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-4.71K- 4.02% |
$181K - $189K
|
113K
$4.68M
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.67K- 6.56% |
$218K - $227K
|
80.7K
$3.36M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.98K- 25.62% |
$230K - $239K
|
17.4K
$723K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.08K- 8.35% |
$234K - $243K
|
66.7K
$2.78M
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.12K- 8.79% |
$236K - $245K
|
63.5K
$2.64M
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-6.54K- 22.37% |
$252K - $261K
|
22.7K
$944K
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-7.3K- 3.83% |
$281K - $292K
|
183K
$7.64M
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-7.44K- 45.13% |
$286K - $298K
|
9.05K
$377K
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-7.83K- 20.32% |
$301K - $313K
|
30.7K
$1.28M
|
|
Feb 14, 2023
Q4 2022
|
Edge Rock Capital LLC
|
SELL
|
- |
-8.07K- 33.39% |
$310K - $323K
|
16.1K
$670K
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-8.38K- 21.31% |
$323K - $335K
|
31K
$1.29M
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-8.77K- 60.62% |
$338K - $351K
|
5.7K
$237K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.9K- 43.25% |
$381K - $396K
|
13K
$541K
|