Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.6K+ 3.6% |
$104K - $107K
|
74.8K
$3.12M
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.52K+ 5.26% |
$101K - $103K
|
50.5K
$2.11M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.42KNew |
$97.2K - $99.2K
|
2.42K
$101K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.18K+ 5.46% |
$87.6K - $89.4K
|
42.1K
$1.76M
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.15K+ 4.38% |
$86.6K - $88.3K
|
51.3K
$2.14M
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.02K+ 8.71% |
$81K - $82.7K
|
25.2K
$1.05M
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.89KNew |
$75.8K - $77.3K
|
1.89K
$78.7K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.69K+ 14.54% |
$67.7K - $69.1K
|
13.3K
$554K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.51KNew |
$60.6K - $61.8K
|
1.51K
$62.9K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.5K+ 4.97% |
$60.4K - $61.6K
|
31.8K
$1.33M
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.42K+ 1060.45% |
$57.1K - $58.3K
|
1.56K
$64.9K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.27KNew |
$51K - $52K
|
1.27K
$52.9K
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.23K+ 7.06% |
$49.3K - $50.3K
|
18.6K
$777K
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.2K+ 14.73% |
$48.1K - $49.1K
|
9.32K
$389K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.04K+ 20.03% |
$41.7K - $42.6K
|
6.22K
$260K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
962+ 2.08% |
$38.7K - $39.5K
|
47.2K
$1.97M
|
|
Jul 16, 2024
Q2 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
938+ 2.57% |
$37.7K - $38.5K
|
37.4K
$1.56M
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
900New |
$36.2K - $36.9K
|
900
$37.6K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
753+ 7.08% |
$30.3K - $30.9K
|
11.4K
$475K
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
643+ 4.75% |
$25.8K - $26.4K
|
14.2K
$592K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
622+ 3.12% |
$25K - $25.5K
|
20.5K
$857K
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
598+ 6.75% |
$24K - $24.5K
|
9.46K
$395K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
527+ 4.85% |
$21.2K - $21.6K
|
11.4K
$476K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
464+ 1.13% |
$18.7K - $19K
|
41.4K
$1.73M
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
454+ 3.72% |
$18.3K - $18.6K
|
12.7K
$528K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
446+ 320.86% |
$17.9K - $18.3K
|
585
$24.4K
|
|
Jul 29, 2024
Q2 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
441+ 0.77% |
$17.7K - $18.1K
|
57.9K
$2.42M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
345+ 6.5% |
$13.9K - $14.1K
|
5.66K
$236K
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
343+ 1.86% |
$13.8K - $14.1K
|
18.8K
$783K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
326+ 0.6% |
$13.1K - $13.4K
|
54.4K
$2.27M
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
320+ 10666.67% |
$12.9K - $13.1K
|
323
$13.5K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
279+ 36.95% |
$11.2K - $11.4K
|
1.03K
$43.1K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
240+ 1.53% |
$9.65K - $9.84K
|
16K
$666K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
240New |
$9.65K - $9.84K
|
240
$10K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
219New |
$8.8K - $8.98K
|
219
$9.14K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
211+ 0.13% |
$8.48K - $8.65K
|
164K
$6.84M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
182New |
$7.32K - $7.46K
|
182
$7.59K
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
171+ 0.99% |
$6.87K - $7.01K
|
17.4K
$726K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
142+ 28.06% |
$5.71K - $5.82K
|
648
$27K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
116+ 3.0% |
$4.66K - $4.76K
|
3.98K
$166K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
115+ 19.43% |
$4.62K - $4.72K
|
707
$29.5K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
114New |
$4.58K - $4.68K
|
114
$4.76K
|
|
Aug 09, 2024
Q2 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
76+ 1.4% |
$3.06K - $3.12K
|
5.51K
$230K
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
62New |
$2.49K - $2.54K
|
62
$2.59K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
40New |
$1.61K - $1.64K
|
40
$1.67K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
19New |
$764 - $779
|
19
$793
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13+ 0.73% |
$523 - $533
|
1.79K
$74.7K
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4+ 0.18% |
$161 - $164
|
2.26K
$94.4K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3+ 9.38% |
$121 - $123
|
35
$1.46K
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-24- 0.12% |
$965 - $984
|
20.4K
$852K
|