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 234 institutions that hold shares in the stock, with a total of 25.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
5,987,350
shares
|
$250 Million
0.02% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
3,602,061
shares
|
$150 Million
0.05% of portfolio
|
Q3 2025
Added 12.82%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
2,788,748
shares
|
$116 Million
0.09% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,765,042
shares
|
$73.6 Million
0.01% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,038,953
shares
|
$43.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 14.02%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
656,304
shares
|
$27.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
412,611
shares
|
$17.2 Million
0.12% of portfolio
|
Q3 2025
Added 8.36%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
376,237
shares
|
$15.7 Million
0.0% of portfolio
|
Q3 2025
Added 14.72%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
370,491
shares
|
$15.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.96%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
359,953
shares
|
$15 Million
1.04% of portfolio
|
Q3 2025
Added 9.14%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
339,145
shares
|
$14.1 Million
0.01% of portfolio
|
Q3 2025
Added 41.83%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
325,917
shares
|
$13.6 Million
0.29% of portfolio
|
Q3 2025
Added 152.5%
|
|
|
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 |
Nov 14, 2025 Q3 2025 |
288,936
shares
|
$12.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
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 |
Nov 14, 2025 Q3 2025 |
276,437
shares
|
$11.5 Million
0.02% of portfolio
|
Q3 2025
Added 11.95%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
251,269
shares
|
$10.5 Million
0.01% of portfolio
|
Q3 2025
Added 13.36%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Oct 20, 2025 Q3 2025 |
241,600
shares
|
$10.1 Million
0.44% of portfolio
|
Q3 2025
Added 293.49%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
237,801
shares
|
$9.92 Million
0.73% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
207,183
shares
|
$8.64 Million
0.83% of portfolio
|
Q3 2025
Added 10.69%
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
206,208
shares
|
$8.6 Million
5.56% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
193,722
shares
|
$8.08 Million
0.29% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
182,200
shares
|
$7.6 Million
4.58% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
175,244
shares
|
$7.31 Million
0.13% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
164,713
shares
|
$6.87 Million
0.02% of portfolio
|
Q3 2025
Added 1.79%
|
|