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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-3.33K- 8.73% |
$134K - $136K
|
34.8K
$1.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-3.77K- 40.37% |
$152K - $155K
|
5.57K
$232K
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-5.14K- 46.73% |
$207K - $211K
|
5.86K
$244K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.45K- 23.95% |
$219K - $223K
|
17.3K
$719K
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-5.53K- 35.88% |
$222K - $227K
|
9.89K
$411K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.62K- 8.55% |
$226K - $230K
|
60.1K
$2.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-5.72K- 6.32% |
$230K - $235K
|
84.8K
$3.53M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.39K- 9.86% |
$257K - $262K
|
58.4K
$2.43M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.66K- 28.83% |
$268K - $273K
|
16.4K
$684K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.8K- 6.4% |
$553K - $564K
|
201K
$8.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-16.4K- 42.62% |
$659K - $672K
|
22.1K
$918K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-21.2K- 5.61% |
$853K - $870K
|
357K
$14.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-21.8K- 68.98% |
$877K - $895K
|
9.81K
$408K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-26.2K- 27.78% |
$1.05M - $1.07M
|
68K
$2.83M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-28K- 88.14% |
$1.12M - $1.15M
|
3.76K
$156K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-36.1K- 85.1% |
$1.45M - $1.48M
|
6.32K
$263K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-37.3K- 45.03% |
$1.5M - $1.53M
|
45.5K
$1.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37.8K- 29.93% |
$1.52M - $1.55M
|
88.6K
$3.68M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-54.6K- 34.76% |
$2.19M - $2.24M
|
102K
$4.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-58.4K- 85.88% |
$2.35M - $2.39M
|
9.6K
$399K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-59.9K- 51.26% |
$2.41M - $2.46M
|
57K
$2.37M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-66K- 26.62% |
$2.65M - $2.71M
|
182K
$7.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-68.2K- 36.83% |
$2.74M - $2.8M
|
117K
$4.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-70.6K- 11.66% |
$2.84M - $2.9M
|
535K
$22.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-71.5K- 87.9% |
$2.87M - $2.93M
|
9.84K
$409K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-103K- 71.69% |
$4.15M - $4.24M
|
40.8K
$1.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-191K- 92.54% |
$7.67M - $7.83M
|
15.4K
$640K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-220K- 19.67% |
$8.83M - $9.01M
|
898K
$37.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-239K- 92.1% |
$9.6M - $9.79M
|
20.5K
$851K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-260K- 42.49% |
$10.5M - $10.7M
|
352K
$14.6M
|