Purchases and Sales Made in Q4 2024 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 2024. 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 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
185K+ 104.66% |
$7.62M - $7.76M
|
361K
$15M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
61.4KNew |
$2.54M - $2.58M
|
61.4K
$2.56M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
47.2KNew |
$1.95M - $1.98M
|
47.2K
$1.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
28.3KNew |
$1.17M - $1.19M
|
28.3K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
18.2KNew |
$752K - $766K
|
18.2K
$758K
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
15.3KNew |
$632K - $643K
|
15.3K
$637K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
14.4KNew |
$595K - $605K
|
14.4K
$599K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.9KNew |
$535K - $544K
|
12.9K
$539K
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
12.4K+ 124.43% |
$511K - $520K
|
22.3K
$929K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
11.1K+ 3.64% |
$459K - $467K
|
317K
$13.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
9.18KNew |
$379K - $386K
|
9.18K
$382K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.73KNew |
$360K - $367K
|
8.73K
$363K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.63K+ 68.21% |
$356K - $363K
|
21.3K
$886K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.59KNew |
$314K - $319K
|
7.59K
$316K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.52K+ 3.99% |
$310K - $316K
|
196K
$8.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
7.33K+ 19.24% |
$303K - $308K
|
45.4K
$1.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
7.23K+ 10.28% |
$298K - $304K
|
77.6K
$3.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
6.94KNew |
$287K - $292K
|
6.94K
$289K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.95KNew |
$246K - $250K
|
5.95K
$248K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.22KNew |
$215K - $219K
|
5.22K
$217K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
4.88KNew |
$201K - $205K
|
4.88K
$203K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.39K+ 2.73% |
$181K - $185K
|
165K
$6.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
3.88K+ 15.4% |
$160K - $163K
|
29.1K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
3.59K+ 3.62% |
$148K - $151K
|
103K
$4.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.96K+ 6.23% |
$122K - $124K
|
50.4K
$2.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
2.16K+ 34.11% |
$89.1K - $90.7K
|
8.49K
$353K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.72KNew |
$71.1K - $72.3K
|
1.72K
$71.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.58KNew |
$65.1K - $66.2K
|
1.58K
$65.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.43K+ 0.86% |
$59K - $60K
|
167K
$6.96M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.41K+ 2.86% |
$58.1K - $59.1K
|
50.6K
$2.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.35K+ 2.19% |
$55.5K - $56.5K
|
62.9K
$2.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.31K+ 12.44% |
$53.9K - $54.8K
|
11.8K
$491K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
807+ 1.97% |
$33.3K - $33.9K
|
41.7K
$1.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
702+ 1.79% |
$29K - $29.5K
|
39.8K
$1.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
508+ 0.24% |
$21K - $21.4K
|
209K
$8.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
500+ 2.76% |
$20.6K - $21K
|
18.6K
$776K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
479New |
$19.8K - $20.1K
|
479
$19.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
400+ 2.6% |
$16.5K - $16.8K
|
15.8K
$658K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
300New |
$12.4K - $12.6K
|
300
$12.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
217+ 1.23% |
$8.96K - $9.12K
|
17.8K
$742K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
50New |
$2.06K - $2.1K
|
50
$2.08K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
18+ 0.07% |
$743 - $757
|
24.5K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
14+ 0.79% |
$578 - $588
|
1.8K
$74.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5+ 0.28% |
$206 - $210
|
1.8K
$74.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-3- 0.01% |
$124 - $126
|
25.3K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-50- 0.71% |
$2.06K - $2.1K
|
7K
$291K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-57- 1.86% |
$2.35K - $2.4K
|
3.01K
$125K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-58- 1.94% |
$2.39K - $2.44K
|
2.94K
$122K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-60- 18.75% |
$2.48K - $2.52K
|
260
$10.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-100- 16.58% |
$4.13K - $4.2K
|
503
$20.9K
|