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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.36K+ 21.69% |
$90.3K - $98.5K
|
13.2K
$552K
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
2.3K+ 1.86% |
$87.9K - $95.9K
|
126K
$5.25M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.3K+ 24.99% |
$87.7K - $95.7K
|
11.5K
$478K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.22K+ 5.07% |
$84.9K - $92.6K
|
46K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.02KNew |
$77.2K - $84.2K
|
2.02K
$84.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.8KNew |
$68.8K - $75K
|
1.8K
$74.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.79K+ 11.78% |
$68.5K - $74.7K
|
17K
$708K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.68K+ 6.52% |
$64.4K - $70.2K
|
27.5K
$1.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.35K+ 1.89% |
$51.6K - $56.3K
|
72.8K
$3.03M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.33K+ 4.26% |
$50.7K - $55.3K
|
32.4K
$1.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.32K+ 2.0% |
$50.5K - $55.1K
|
67.3K
$2.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.11K+ 0.76% |
$42.4K - $46.3K
|
148K
$6.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.07K+ 10.89% |
$41K - $44.8K
|
10.9K
$455K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.05K+ 1.73% |
$40.2K - $43.8K
|
61.7K
$2.57M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
979+ 2.13% |
$37.4K - $40.8K
|
46.8K
$1.95M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
976+ 14.85% |
$37.3K - $40.7K
|
7.55K
$314K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
911+ 5.59% |
$34.8K - $38K
|
17.2K
$716K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
890+ 4.99% |
$34K - $37.1K
|
18.7K
$779K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
874+ 15.52% |
$33.4K - $36.5K
|
6.51K
$271K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
731+ 1.88% |
$27.9K - $30.5K
|
39.5K
$1.65M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
657+ 8.09% |
$25.1K - $27.4K
|
8.78K
$365K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
619+ 5.31% |
$23.7K - $25.8K
|
12.3K
$511K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
496+ 94.12% |
$19K - $20.7K
|
1.02K
$42.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
458New |
$17.5K - $19.1K
|
458
$19.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
450+ 1.44% |
$17.2K - $18.8K
|
31.7K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
438+ 6.59% |
$16.7K - $18.3K
|
7.08K
$295K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
431+ 3.06% |
$16.5K - $18K
|
14.5K
$605K
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
419+ 3.92% |
$16K - $17.5K
|
11.1K
$463K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
322+ 19.9% |
$12.3K - $13.4K
|
1.94K
$80.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
220+ 1.11% |
$8.41K - $9.18K
|
20.1K
$837K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
174+ 497.14% |
$6.65K - $7.26K
|
209
$8.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
139New |
$5.31K - $5.8K
|
139
$5.79K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
134+ 0.91% |
$5.12K - $5.59K
|
14.8K
$616K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
95+ 1.01% |
$3.63K - $3.96K
|
9.46K
$394K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
95New |
$3.63K - $3.96K
|
95
$3.96K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
90New |
$3.44K - $3.75K
|
90
$3.75K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
50+ 0.11% |
$1.91K - $2.09K
|
44.7K
$1.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
46New |
$1.76K - $1.92K
|
46
$1.92K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
32New |
$1.22K - $1.33K
|
32
$1.33K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
16+ 0.3% |
$612 - $667
|
5.4K
$225K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
14+ 16.47% |
$535 - $584
|
99
$4.12K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
11+ 3.22% |
$421 - $459
|
353
$14.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3+ 0.02% |
$115 - $125
|
13.8K
$576K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1- 2.17% |
$38.2 - $41.7
|
45
$1.87K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2- 0.22% |
$76.5 - $83.4
|
921
$38.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10- 0.15% |
$382 - $417
|
6.82K
$284K
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-42- 0.14% |
$1.61K - $1.75K
|
30.5K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-70- 0.87% |
$2.68K - $2.92K
|
7.97K
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-75- 0.93% |
$2.87K - $3.13K
|
7.98K
$332K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-95- 33.69% |
$3.63K - $3.96K
|
187
$7.79K
|