Latest Institutional Purchases of First Tr Tactical High Yield L (HYLS)
This list provides information on the latest institutional transactions involving First Tr Tactical High Yield L (HYLS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
50.6K+ 80.75% |
$2.11M - $2.13M
|
113K
$4.73M
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
49.3K+ 4.74% |
$2.05M - $2.07M
|
1.09M
$45.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
40.1K+ 11.15% |
$1.67M - $1.69M
|
400K
$16.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
20.6KNew |
$857K - $865K
|
20.6K
$858K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
19.5K+ 24.86% |
$811K - $820K
|
97.8K
$4.08M
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
12.9K+ 75.65% |
$539K - $544K
|
30K
$1.25M
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10.7K+ 5.18% |
$447K - $452K
|
218K
$9.09M
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.5K+ 13.61% |
$438K - $443K
|
87.8K
$3.66M
|
|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
9.37K+ 18.22% |
$390K - $395K
|
60.8K
$2.54M
|
|
|
Jan 23, 2026
Q4 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
6.42K+ 9.75% |
$267K - $270K
|
72.2K
$3.01M
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
6.28KNew |
$262K - $264K
|
6.28K
$262K
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
6.02K+ 2.07% |
$251K - $253K
|
296K
$12.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
5.25KNew |
$219K - $221K
|
5.25K
$219K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.35K+ 62.1% |
$181K - $183K
|
11.3K
$473K
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
3.98K+ 57.03% |
$166K - $167K
|
11K
$457K
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.83K+ 4.94% |
$160K - $161K
|
81.3K
$3.39M
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.71K+ 5.13% |
$154K - $156K
|
75.9K
$3.17M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.41K+ 6.95% |
$142K - $144K
|
52.5K
$2.19M
|
|
|
Jan 27, 2026
Q4 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.26KNew |
$136K - $137K
|
3.26K
$136K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.11K+ 14.92% |
$130K - $131K
|
24K
$1M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.93K+ 5.95% |
$122K - $123K
|
52.2K
$2.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
2.83K+ 5.41% |
$118K - $119K
|
55.1K
$2.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
2.69K+ 19.31% |
$112K - $113K
|
16.6K
$694K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.48K+ 39.69% |
$104K - $105K
|
8.74K
$365K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.78K+ 7.18% |
$74K - $74.8K
|
26.5K
$1.11M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.65K+ 10.51% |
$68.9K - $69.6K
|
17.4K
$726K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.52K+ 24.2% |
$63.5K - $64.1K
|
7.82K
$326K
|
|
|
Jan 28, 2026
Q4 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.13K+ 2.37% |
$47.1K - $47.6K
|
48.9K
$2.04M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.12K+ 1103.96% |
$46.5K - $46.9K
|
1.22K
$50.7K
|
|
|
Jan 27, 2026
Q4 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
902+ 6.22% |
$37.6K - $38K
|
15.4K
$643K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
518+ 1.58% |
$21.6K - $21.8K
|
33.3K
$1.39M
|
|
|
Jan 21, 2026
Q4 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
445+ 2.96% |
$18.5K - $18.7K
|
15.5K
$645K
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
338+ 4.64% |
$14.1K - $14.2K
|
7.62K
$318K
|
|
|
Jan 28, 2026
Q4 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
93+ 0.91% |
$3.88K - $3.92K
|
10.3K
$428K
|
|
|
Jan 21, 2026
Q4 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
85+ 0.93% |
$3.54K - $3.58K
|
9.18K
$383K
|
|
|
Jan 29, 2026
Q4 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
76+ 1.28% |
$3.17K - $3.2K
|
6K
$250K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
54New |
$2.25K - $2.27K
|
54
$2.25K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
43+ 0.2% |
$1.79K - $1.81K
|
21.1K
$882K
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
42+ 0.63% |
$1.75K - $1.77K
|
6.75K
$282K
|
|
|
Jan 26, 2026
Q4 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
22+ 0.2% |
$917 - $926
|
10.9K
$456K
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
17+ 0.05% |
$708 - $716
|
32.5K
$1.36M
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3+ 0.1% |
$125 - $126
|
3.04K
$127K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.06% |
$83.3 - $84.2
|
3.61K
$151K
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2+ 0.08% |
$83.3 - $84.2
|
2.57K
$107K
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$41.7 - $42.1
|
25.8K
$1.08M
|
|
| Q3 2025 | |||||||
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
409K+ 12.82% |
$17M - $17.3M
|
3.6M
$150M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
364K+ 6.47% |
$15.1M - $15.4M
|
5.99M
$250M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
238KNew |
$9.9M - $10.1M
|
238K
$9.92M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
197K+ 152.5% |
$8.19M - $8.33M
|
326K
$13.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
180K+ 293.49% |
$7.5M - $7.63M
|
242K
$10.1M
|
|