Purchases and Sales Made in Q3 2025 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 Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
100K+ 41.83% |
$4.16M - $4.23M
|
339K
$14.1M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
64.5K+ 2.37% |
$2.68M - $2.73M
|
2.79M
$116M
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
62.7KNew |
$2.61M - $2.65M
|
62.7K
$2.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
59.6K+ 3.5% |
$2.48M - $2.52M
|
1.77M
$73.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.3K+ 14.72% |
$2.01M - $2.04M
|
376K
$15.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
36.5K+ 389.14% |
$1.52M - $1.54M
|
45.9K
$1.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
31.8K+ 8.36% |
$1.32M - $1.35M
|
413K
$17.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
30.2K+ 9.14% |
$1.25M - $1.28M
|
360K
$15M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.6K+ 13.36% |
$1.23M - $1.25M
|
251K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29.5K+ 11.95% |
$1.23M - $1.25M
|
276K
$11.5M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
25.5K+ 98.12% |
$1.06M - $1.08M
|
51.4K
$2.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
25.4K+ 83.12% |
$1.06M - $1.07M
|
55.9K
$2.33M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
20.5K+ 35.41% |
$852K - $867K
|
78.3K
$3.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
20K+ 10.69% |
$832K - $846K
|
207K
$8.64M
|
|
|
Oct 31, 2025
Q3 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
12.6K+ 11.8% |
$523K - $532K
|
119K
$4.97M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
10.2KNew |
$424K - $431K
|
10.2K
$425K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.41KNew |
$392K - $398K
|
9.41K
$393K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
9.21K+ 26.64% |
$383K - $390K
|
43.8K
$1.83M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.89K+ 6.46% |
$370K - $376K
|
147K
$6.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.52K+ 20.92% |
$354K - $360K
|
49.2K
$2.05M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
7.98K+ 31.58% |
$332K - $338K
|
33.3K
$1.39M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
7.67K+ 21.53% |
$319K - $325K
|
43.3K
$1.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.54K+ 157.26% |
$314K - $319K
|
12.3K
$515K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.4K+ 1.14% |
$308K - $313K
|
656K
$27.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
7.19K+ 179.95% |
$299K - $304K
|
11.2K
$467K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.91K+ 16.92% |
$288K - $292K
|
47.8K
$1.99M
|
|
|
Oct 15, 2025
Q3 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
6.64K+ 14.56% |
$276K - $281K
|
52.2K
$2.18M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
6.58KNew |
$274K - $278K
|
6.58K
$274K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6.29KNew |
$262K - $266K
|
6.29K
$263K
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
6.24KNew |
$260K - $264K
|
6.24K
$260K
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
6.19K+ 9.37% |
$258K - $262K
|
72.2K
$3.01M
|
|
|
Jan 05, 2026
Q3 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
5.38K+ 2.95% |
$224K - $228K
|
188K
$7.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.33K+ 32.26% |
$222K - $226K
|
21.9K
$912K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.27K+ 7.66% |
$219K - $223K
|
74.1K
$3.09M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
5.17KNew |
$215K - $219K
|
5.17K
$216K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.92KNew |
$205K - $208K
|
4.92K
$205K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.27K+ 24.7% |
$178K - $181K
|
21.5K
$899K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.06K+ 22.97% |
$169K - $172K
|
21.7K
$906K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.96K+ 6.86% |
$165K - $168K
|
61.7K
$2.58M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.74K+ 23.52% |
$156K - $158K
|
19.6K
$820K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.73K+ 54.86% |
$155K - $158K
|
10.5K
$439K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.43K+ 20.38% |
$143K - $145K
|
20.3K
$845K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.96K+ 6.21% |
$123K - $125K
|
50.7K
$2.11M
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
2.9K+ 9.77% |
$121K - $123K
|
32.5K
$1.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.89K+ 1.79% |
$120K - $122K
|
165K
$6.87M
|
|