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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.88K- 19.3% |
$77.7K - $79.1K
|
7.87K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.19K- 11.08% |
$90.2K - $91.8K
|
17.5K
$731K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2.24K- 2.96% |
$92.3K - $94K
|
73.3K
$3.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.39K- 11.66% |
$98.5K - $100K
|
18.1K
$754K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.65K- 11.24% |
$109K - $111K
|
20.9K
$873K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.85K- 14.64% |
$118K - $120K
|
16.6K
$694K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.98K- 7.12% |
$123K - $125K
|
38.8K
$1.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.78K- 19.49% |
$156K - $159K
|
15.6K
$651K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-3.92K- 5.53% |
$162K - $165K
|
67K
$2.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.14K- 7.24% |
$171K - $174K
|
53K
$2.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.4K- 11.23% |
$182K - $185K
|
34.8K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.17K- 11.9% |
$213K - $217K
|
38.3K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.36K- 8.89% |
$221K - $225K
|
54.9K
$2.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.49K- 4.5% |
$227K - $231K
|
116K
$4.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-5.98K- 43.93% |
$247K - $251K
|
7.63K
$318K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-6.25K- 8.96% |
$258K - $263K
|
63.5K
$2.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-6.9K- 9.29% |
$285K - $290K
|
67.4K
$2.81M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.47K- 48.28% |
$308K - $314K
|
8K
$333K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.52K- 17.08% |
$310K - $316K
|
36.5K
$1.52M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-7.52K- 2.23% |
$311K - $316K
|
330K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-8.76K- 24.06% |
$362K - $368K
|
27.6K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.83K- 9.04% |
$365K - $371K
|
88.9K
$3.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.72K- 57.88% |
$402K - $409K
|
7.08K
$295K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-10.1K- 33.03% |
$416K - $423K
|
20.4K
$851K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-10.9K- 29.85% |
$451K - $459K
|
25.7K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-12K- 37.62% |
$495K - $504K
|
19.9K
$828K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-13.3K- 57.67% |
$549K - $559K
|
9.76K
$407K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-14.3K- 42.54% |
$589K - $600K
|
19.3K
$803K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.8K- 17.49% |
$612K - $623K
|
70K
$2.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-16.4K- 26.37% |
$675K - $688K
|
45.7K
$1.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.1K- 31.45% |
$789K - $803K
|
41.7K
$1.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-21.8K- 32.25% |
$900K - $916K
|
45.8K
$1.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-23K- 10.06% |
$949K - $966K
|
205K
$8.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-28.2K- 27.73% |
$1.16M - $1.19M
|
73.5K
$3.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-31.6K- 42.93% |
$1.31M - $1.33M
|
42.1K
$1.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-31.6K- 31.81% |
$1.31M - $1.33M
|
67.8K
$2.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-41K- 79.37% |
$1.69M - $1.73M
|
10.7K
$445K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-41.2K- 1.98% |
$1.7M - $1.73M
|
2.04M
$85.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-41.2K- 13.56% |
$1.7M - $1.73M
|
263K
$10.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-41.7K- 56.73% |
$1.72M - $1.75M
|
31.8K
$1.33M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-73.4K- 23.9% |
$3.03M - $3.09M
|
234K
$9.75M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-115K- 4.09% |
$4.73M - $4.82M
|
2.69M
$112M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-214K- 4.04% |
$8.85M - $9.01M
|
5.1M
$212M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-278K- 8.74% |
$11.5M - $11.7M
|
2.9M
$121M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-6.79M- 99.84% |
$280M - $285M
|
10.8K
$449K
|