Purchases and Sales Made in Q1 2021 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 Q1 2021. 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 |
|---|---|---|---|---|---|---|---|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.96K+ 7.14% |
$240K - $244K
|
74.4K
$3.1M
|
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.73K+ 8.32% |
$229K - $233K
|
61.6K
$2.57M
|
|
|
May 12, 2021
Q1 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.47K+ 1.69% |
$217K - $220K
|
269K
$11.2M
|
|
|
May 18, 2021
Q1 2021
|
Chiron Capital Management, LLC
|
BUY
|
- |
4.41K+ 32.43% |
$214K - $217K
|
18K
$752K
|
|
|
May 12, 2021
Q1 2021
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.2KNew |
$204K - $207K
|
4.2K
$175K
|
|
|
Apr 22, 2021
Q1 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
4.15KNew |
$201K - $204K
|
4.15K
$173K
|
|
|
May 12, 2021
Q1 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.07KNew |
$197K - $201K
|
4.07K
$170K
|
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.95K+ 6.81% |
$191K - $195K
|
62K
$2.59M
|
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.79K+ 26.93% |
$184K - $187K
|
17.9K
$746K
|
|
|
Apr 09, 2021
Q1 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
3.78K+ 4.39% |
$183K - $186K
|
89.8K
$3.75M
|
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.42K+ 53.23% |
$165K - $168K
|
9.84K
$410K
|
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.32KNew |
$161K - $164K
|
3.32K
$139K
|
|
|
May 07, 2021
Q1 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.15K+ 94.28% |
$152K - $155K
|
6.49K
$271K
|
|
|
Apr 28, 2021
Q1 2021
|
Alpha Omega Group, Inc.
|
BUY
|
- |
3.09K+ 2.06% |
$149K - $152K
|
153K
$6.39M
|
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.07KNew |
$149K - $151K
|
3.07K
$128K
|
|
|
May 13, 2021
Q1 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2.99K+ 4.32% |
$145K - $147K
|
72.3K
$3.02M
|
|
|
Apr 14, 2021
Q1 2021
|
Brendel Financial Advisors LLC
|
BUY
|
- |
2.92K+ 3.12% |
$141K - $144K
|
96.4K
$4.02M
|
|
|
Apr 27, 2021
Q1 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.55K+ 21.23% |
$123K - $125K
|
14.5K
$607K
|
|
|
Apr 22, 2021
Q1 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.4KNew |
$116K - $118K
|
2.4K
$99.9K
|
|
|
Jul 09, 2024
Q1 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
2.35K+ 8.3% |
$114K - $116K
|
30.7K
$1.28M
|
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.2K+ 110.74% |
$106K - $108K
|
4.18K
$174K
|
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.09K+ 3.72% |
$101K - $103K
|
58.3K
$2.43M
|
|
|
May 05, 2021
Q1 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.02K+ 18.91% |
$98K - $99.6K
|
12.7K
$531K
|
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.01K+ 47.61% |
$97.5K - $99.1K
|
6.24K
$260K
|
|
|
May 11, 2021
Q1 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.74K+ 5.94% |
$84.5K - $85.9K
|
31.1K
$1.3M
|
|
|
Jan 08, 2024
Q1 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.52K+ 2.65% |
$73.7K - $74.9K
|
58.9K
$2.46M
|
|
|
May 14, 2021
Q1 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.49K+ 17.5% |
$71.9K - $73.1K
|
9.97K
$416K
|
|
|
Apr 12, 2021
Q1 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
1.48K+ 33.04% |
$71.7K - $72.9K
|
5.96K
$249K
|
|
|
May 10, 2021
Q1 2021
|
Accel Wealth Management
|
BUY
|
- |
1.43K+ 52.55% |
$69.4K - $70.6K
|
4.16K
$174K
|
|
|
Apr 29, 2021
Q1 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.21K+ 23.54% |
$58.6K - $59.6K
|
6.35K
$265K
|
|
|
May 10, 2021
Q1 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.1K+ 19.19% |
$53K - $53.9K
|
6.8K
$284K
|
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
933+ 4.69% |
$45.2K - $45.9K
|
20.8K
$868K
|
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
780New |
$37.8K - $38.4K
|
780
$32.5K
|
|
|
Apr 14, 2021
Q1 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
721+ 5.62% |
$34.9K - $35.5K
|
13.6K
$565K
|
|
|
Apr 22, 2021
Q1 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
631+ 7.24% |
$30.6K - $31.1K
|
9.35K
$390K
|
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
481+ 9.2% |
$23.3K - $23.7K
|
5.71K
$238K
|
|
|
May 06, 2021
Q1 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
475+ 1.65% |
$23K - $23.4K
|
29.2K
$1.22M
|
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
BUY
|
- |
445New |
$21.6K - $21.9K
|
445
$18.6K
|
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
BUY
|
- |
410+ 3.21% |
$19.9K - $20.2K
|
13.2K
$551K
|
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
400New |
$19.4K - $19.7K
|
400
$16.7K
|
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
380+ 15.57% |
$18.4K - $18.7K
|
2.82K
$118K
|
|
|
Aug 10, 2023
Q1 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
378+ 444.71% |
$18.3K - $18.6K
|
463
$19.3K
|
|
|
Apr 15, 2021
Q1 2021
|
City Holding CO
|
BUY
|
- |
370+ 27.31% |
$17.9K - $18.2K
|
1.73K
$72K
|
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
330+ 1.84% |
$16K - $16.2K
|
18.3K
$763K
|
|
|
May 04, 2021
Q1 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
301+ 0.6% |
$14.6K - $14.8K
|
50.2K
$2.1M
|
|
|
Apr 28, 2021
Q1 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
280+ 16.57% |
$13.6K - $13.8K
|
1.97K
$82.2K
|
|
|
May 06, 2021
Q1 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
278+ 3.09% |
$13.5K - $13.7K
|
9.29K
$388K
|
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
211New |
$10.2K - $10.4K
|
211
$8.81K
|
|
|
Apr 21, 2021
Q1 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
211+ 3.25% |
$10.2K - $10.4K
|
6.71K
$280K
|
|
|
May 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
194+ 1.66% |
$9.4K - $9.55K
|
11.9K
$497K
|