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 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-6.69K- 0.26% |
$256K - $279K
|
2.61M
$109M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.91K- 18.15% |
$264K - $288K
|
31.2K
$1.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.14K- 4.16% |
$273K - $298K
|
164K
$6.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.22K- 40.03% |
$276K - $301K
|
10.8K
$450K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.37KClosed |
$282K - $307K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.9K- 10.18% |
$302K - $329K
|
69.7K
$2.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.75K- 9.54% |
$335K - $365K
|
83K
$3.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-8.77K- 8.56% |
$335K - $366K
|
93.6K
$3.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-8.82K- 9.6% |
$337K - $368K
|
83K
$3.46M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-9.69K- 55.27% |
$370K - $404K
|
7.84K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.78K- 23.21% |
$374K - $408K
|
32.3K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-9.88K- 8.11% |
$378K - $412K
|
112K
$4.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.4K- 29.97% |
$399K - $435K
|
24.4K
$1.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-11.6K- 12.31% |
$442K - $482K
|
82.3K
$3.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12.3K- 97.96% |
$469K - $511K
|
255
$10.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
SELL
|
- |
-15.6K- 28.02% |
$597K - $652K
|
40.1K
$1.67M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-22.8K- 22.48% |
$872K - $952K
|
78.7K
$3.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-24.6K- 81.85% |
$942K - $1.03M
|
5.47K
$228K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-31.5K- 17.4% |
$1.2M - $1.31M
|
149K
$6.22M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-33.7K- 41.09% |
$1.29M - $1.41M
|
48.4K
$2.01M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-35.1K- 82.73% |
$1.34M - $1.46M
|
7.33K
$305K
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-37.3K- 8.52% |
$1.43M - $1.56M
|
400K
$16.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-41.5K- 19.01% |
$1.59M - $1.73M
|
177K
$7.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-41.6K- 69.38% |
$1.59M - $1.74M
|
18.4K
$765K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-44.5K- 82.09% |
$1.7M - $1.86M
|
9.7K
$404K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-45.6K- 10.66% |
$1.74M - $1.9M
|
382K
$15.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-47.2K- 65.72% |
$1.8M - $1.97M
|
24.6K
$1.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-64.5K- 51.03% |
$2.46M - $2.69M
|
61.9K
$2.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-74.9K- 37.49% |
$2.86M - $3.12M
|
125K
$5.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-89.1K- 62.73% |
$3.41M - $3.72M
|
52.9K
$2.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-110K- 74.81% |
$4.2M - $4.58M
|
37K
$1.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-128K- 5.92% |
$4.9M - $5.34M
|
2.04M
$84.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-152K- 70.15% |
$5.82M - $6.35M
|
64.8K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-181K- 33.32% |
$6.91M - $7.54M
|
362K
$15.1M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-190K- 14.02% |
$7.26M - $7.92M
|
1.17M
$48.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-293K- 78.96% |
$11.2M - $12.2M
|
78.2K
$3.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-381K- 9.16% |
$14.6M - $15.9M
|
3.78M
$157M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-520K- 97.59% |
$19.9M - $21.7M
|
12.8K
$533K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-547K- 12.64% |
$20.9M - $22.8M
|
3.78M
$157M
|