Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
532KNew |
$20.4M - $22.2M
|
532K
$22.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
357K+ 427.98% |
$13.6M - $14.9M
|
440K
$18.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
112K+ 154.92% |
$4.3M - $4.69M
|
185K
$7.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
111KNew |
$4.24M - $4.63M
|
111K
$4.62M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
104KNew |
$3.96M - $4.32M
|
104K
$4.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
98KNew |
$3.75M - $4.09M
|
98K
$4.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
94.7K+ 9.16% |
$3.62M - $3.95M
|
1.13M
$47M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
94.5K+ 16.72% |
$3.61M - $3.94M
|
660K
$27.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
83.9KNew |
$3.21M - $3.5M
|
83.9K
$3.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
80.1K+ 35.23% |
$3.06M - $3.34M
|
307K
$12.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
68.3KNew |
$2.61M - $2.85M
|
68.3K
$2.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
65.4K+ 36.58% |
$2.5M - $2.73M
|
244K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.3K+ 24.22% |
$1.85M - $2.02M
|
248K
$10.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
47.3KNew |
$1.81M - $1.97M
|
47.3K
$1.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
43.1KNew |
$1.65M - $1.8M
|
43.1K
$1.79M
|
|
|
Jan 19, 2024
Q4 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
34.6K+ 57.21% |
$1.32M - $1.44M
|
95K
$3.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
34.4KNew |
$1.32M - $1.44M
|
34.4K
$1.43M
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
31.9KNew |
$1.22M - $1.33M
|
31.9K
$1.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
30K+ 46.73% |
$1.15M - $1.25M
|
94.2K
$3.92M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22.2K+ 26.01% |
$850K - $927K
|
108K
$4.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.3K+ 5.56% |
$775K - $845K
|
384K
$16M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.9KNew |
$646K - $705K
|
16.9K
$703K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.4K+ 0.73% |
$589K - $643K
|
2.12M
$88.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
14.6KNew |
$559K - $610K
|
14.6K
$609K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
12.9KNew |
$494K - $539K
|
12.9K
$538K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
12.8KNew |
$490K - $535K
|
12.8K
$534K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
10.1KNew |
$385K - $420K
|
10.1K
$420K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.1K+ 32.98% |
$348K - $379K
|
36.7K
$1.53M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.78K+ 4.28% |
$336K - $366K
|
214K
$8.9M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
8.77K+ 32.94% |
$335K - $366K
|
35.4K
$1.47M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.65K+ 35.17% |
$331K - $361K
|
33.2K
$1.38M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8.59K+ 39.17% |
$329K - $358K
|
30.5K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.41K+ 21.91% |
$321K - $351K
|
46.8K
$1.95M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.32K+ 13.83% |
$318K - $347K
|
68.5K
$2.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
8.11K+ 47.99% |
$310K - $338K
|
25K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.4KNew |
$283K - $309K
|
7.4K
$308K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
7.17KNew |
$274K - $299K
|
7.17K
$299K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
6.65K+ 8.16% |
$254K - $277K
|
88.1K
$3.67M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.52KNew |
$249K - $272K
|
6.52K
$272K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
6.4K+ 14.37% |
$245K - $267K
|
51K
$2.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
6.19KNew |
$236K - $258K
|
6.19K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.99K+ 30.84% |
$229K - $250K
|
25.4K
$1.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.85KNew |
$223K - $244K
|
5.85K
$243K
|
|
|
Feb 13, 2024
Q4 2023
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
5.33KNew |
$204K - $222K
|
5.33K
$222K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.95KNew |
$189K - $206K
|
4.95K
$206K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.78K+ 13.64% |
$183K - $199K
|
39.8K
$1.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.66K+ 2.71% |
$178K - $194K
|
176K
$7.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.33K+ 1.93% |
$165K - $180K
|
228K
$9.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.31K+ 13.62% |
$165K - $180K
|
35.9K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.45K+ 5.54% |
$132K - $144K
|
65.6K
$2.73M
|