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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
235K+ 5.73% |
$9.43M - $9.62M
|
4.33M
$180M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
235K+ 5.73% |
$9.43M - $9.62M
|
4.33M
$180M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
131K+ 5.51% |
$5.28M - $5.38M
|
2.51M
$105M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
77.6K+ 63.49% |
$3.12M - $3.18M
|
200K
$8.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
74.1KNew |
$2.98M - $3.04M
|
74.1K
$3.08M
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
73.6KNew |
$2.96M - $3.02M
|
73.6K
$3.06M
|
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
68.1KNew |
$2.74M - $2.79M
|
68.1K
$2.83M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
48.3K+ 1.91% |
$1.94M - $1.98M
|
2.57M
$107M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
39.4K+ 96.8% |
$1.58M - $1.62M
|
80.1K
$3.33M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
33.1K+ 26.63% |
$1.33M - $1.36M
|
157K
$6.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
28.8K+ 1.29% |
$1.16M - $1.18M
|
2.27M
$94.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
28.2K+ 121.94% |
$1.13M - $1.16M
|
51.3K
$2.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
23.5K+ 410.12% |
$947K - $966K
|
29.3K
$1.22M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.7K+ 4.53% |
$752K - $767K
|
432K
$18M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.7K+ 31.14% |
$671K - $685K
|
70.3K
$2.92M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
15K+ 6.22% |
$604K - $616K
|
257K
$10.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
14.8KNew |
$596K - $608K
|
14.8K
$616K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13.7K+ 8.19% |
$550K - $561K
|
181K
$7.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.2K+ 1.8% |
$489K - $499K
|
690K
$28.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
11.8KNew |
$474K - $483K
|
11.8K
$490K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.7K+ 3.28% |
$430K - $439K
|
337K
$14M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.88K+ 5.48% |
$397K - $405K
|
190K
$7.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.76K+ 70.62% |
$393K - $400K
|
23.6K
$981K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
9.26K+ 27.26% |
$372K - $380K
|
43.2K
$1.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
8.74KNew |
$351K - $358K
|
8.74K
$364K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
8.5KNew |
$342K - $349K
|
8.5K
$354K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.02K+ 3.07% |
$323K - $329K
|
269K
$11.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.05KNew |
$283K - $289K
|
7.05K
$293K
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
6.89KNew |
$277K - $283K
|
6.89K
$287K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.55K+ 5.83% |
$263K - $269K
|
119K
$4.95M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.49K+ 6.25% |
$261K - $266K
|
110K
$4.59M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.3KNew |
$253K - $258K
|
6.3K
$262K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.25K+ 9.36% |
$251K - $256K
|
73K
$3.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.14KNew |
$247K - $252K
|
6.14K
$255K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.66KNew |
$227K - $232K
|
5.66K
$235K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.45K+ 11.36% |
$219K - $223K
|
53.4K
$2.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
5.41KNew |
$217K - $222K
|
5.41K
$225K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.23K+ 2.45% |
$210K - $215K
|
219K
$9.11M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.09K+ 6.63% |
$204K - $209K
|
81.8K
$3.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.6K+ 24.33% |
$185K - $189K
|
23.5K
$978K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
4.59K+ 7.81% |
$184K - $188K
|
63.3K
$2.63M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
4.55K+ 16.29% |
$183K - $187K
|
32.5K
$1.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.47K+ 12.3% |
$180K - $183K
|
40.8K
$1.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4.12K+ 7.71% |
$165K - $169K
|
57.5K
$2.39M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
3.91K+ 6.14% |
$157K - $160K
|
67.6K
$2.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.34K+ 3.57% |
$134K - $137K
|
96.8K
$4.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.24K+ 49.84% |
$130K - $133K
|
9.75K
$405K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.09K+ 15.47% |
$124K - $127K
|
23K
$958K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.93K+ 7.22% |
$118K - $120K
|
43.5K
$1.81M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.8K+ 8.22% |
$113K - $115K
|
36.8K
$1.53M
|