Institutional Ownership First Tr Tactical High Yield L (HYLS)
This table provides information about the institutional ownership of First Tr Tactical High Yield L (HYLS). We have compiled data on the 237 institutions that hold shares in the stock, with a total of 24.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
5,623,495
shares
|
$234 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
3,192,741
shares
|
$133 Million
0.05% of portfolio
|
Q2 2025
Reduced 9.53%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
2,724,274
shares
|
$114 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,705,406
shares
|
$71.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.99%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,208,382
shares
|
$50.4 Million
0.01% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
648,909
shares
|
$27 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
428,483
shares
|
$17.9 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
411,488
shares
|
$17.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.51%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
380,787
shares
|
$15.9 Million
0.13% of portfolio
|
Q2 2025
Added 25.21%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
359,953
shares
|
$15 Million
1.04% of portfolio
|
Q3 2025
Added 9.14%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
327,952
shares
|
$13.7 Million
0.0% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Park National Corp
|
Oct 01, 2025 Q3 2025 |
290,427
shares
|
$12.1 Million
0.4% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
289,631
shares
|
$12.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 27.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
280,616
shares
|
$11.7 Million
0.01% of portfolio
|
Q3 2024
Added 28.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
246,926
shares
|
$10.3 Million
0.02% of portfolio
|
Q2 2025
Added 20.93%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
239,113
shares
|
$9.96 Million
0.01% of portfolio
|
Q2 2025
Added 20.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
221,658
shares
|
$9.24 Million
0.02% of portfolio
|
Q2 2025
Reduced 24.87%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
200,371
shares
|
$8.35 Million
0.32% of portfolio
|
Q2 2025
Reduced 10.37%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
187,181
shares
|
$7.8 Million
0.81% of portfolio
|
Q2 2025
Reduced 11.4%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
182,200
shares
|
$7.59 Million
4.58% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
172,430
shares
|
$7.19 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
161,819
shares
|
$6.74 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
154,751
shares
|
$6.45 Million
0.0% of portfolio
|
Q2 2025
Added 14.99%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
141,368
shares
|
$5.89 Million
0.15% of portfolio
|
Q2 2025
Added 161.46%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
137,779
shares
|
$5.74 Million
0.02% of portfolio
|
Q2 2025
New holding
|