Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
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 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2+ 0.08% |
$83.3 - $84.2
|
2.57K
$107K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.06% |
$83.3 - $84.2
|
3.61K
$151K
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$41.7 - $42.1
|
25.8K
$1.08M
|
|
|
Jan 29, 2026
Q4 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-3- 2.07% |
$125 - $126
|
142
$5.92K
|
|
|
Jan 28, 2026
Q4 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-10- 0.17% |
$417 - $421
|
5.94K
$248K
|
|
|
Jan 21, 2026
Q4 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-70- 11.36% |
$2.92K - $2.95K
|
546
$22.8K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-93- 0.74% |
$3.88K - $3.92K
|
12.5K
$522K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-175- 74.47% |
$7.29K - $7.37K
|
60
$2.5K
|
|