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 218 institutions that hold shares in the stock, with a total of 23.5 Million shares, which have been reported (via 13F filing form) to have a value of $979 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
4,329,072
shares
|
$181 Million
0.01% of portfolio
|
Q1 2024
Added 8.26%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2024 Q2 2024 |
2,574,689
shares
|
$107 Million
0.11% of portfolio
|
Q2 2024
Added 1.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
2,513,109
shares
|
$105 Million
0.05% of portfolio
|
Q2 2024
Added 5.51%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
2,268,803
shares
|
$94.7 Million
0.02% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
1,673,383
shares
|
$69.8 Million
0.8% of portfolio
|
Q2 2023
Added 5251.74%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
897,604
shares
|
$37.5 Million
0.01% of portfolio
|
Q2 2024
Reduced 19.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
689,844
shares
|
$28.8 Million
0.01% of portfolio
|
Q2 2024
Added 1.8%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
535,361
shares
|
$22.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 11.66%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
431,816
shares
|
$18 Million
0.03% of portfolio
|
Q2 2024
Added 4.53%
|
|
|
Park National Corp
|
Jul 15, 2024 Q2 2024 |
357,016
shares
|
$14.9 Million
0.54% of portfolio
|
Q2 2024
Reduced 5.61%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 09, 2024 Q2 2024 |
352,126
shares
|
$14.7 Million
0.52% of portfolio
|
Q2 2024
Reduced 42.49%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
336,667
shares
|
$14 Million
0.34% of portfolio
|
Q2 2024
Added 3.28%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 17, 2024 Q2 2024 |
269,475
shares
|
$11.2 Million
1.08% of portfolio
|
Q2 2024
Added 3.07%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
256,586
shares
|
$10.7 Million
0.0% of portfolio
|
Q2 2024
Added 6.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
219,131
shares
|
$9.14 Million
0.01% of portfolio
|
Q2 2024
Added 2.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
201,178
shares
|
$8.4 Million
0.02% of portfolio
|
Q2 2024
Reduced 6.4%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
199,909
shares
|
$8.34 Million
0.27% of portfolio
|
Q2 2024
Added 63.49%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
190,198
shares
|
$7.94 Million
0.01% of portfolio
|
Q2 2024
Added 5.48%
|
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
182,077
shares
|
$7.6 Million
0.05% of portfolio
|
Q2 2024
Reduced 26.62%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 25, 2024 Q2 2024 |
180,838
shares
|
$7.55 Million
0.91% of portfolio
|
Q2 2024
Added 8.19%
|
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
163,952
shares
|
$6.84 Million
0.02% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Hbw Advisory Services LLC
|
Jul 05, 2024 Q2 2024 |
157,391
shares
|
$6.57 Million
1.16% of portfolio
|
Q2 2024
Added 26.63%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
118,905
shares
|
$4.96 Million
0.33% of portfolio
|
Q2 2024
Added 5.83%
|
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
116,924
shares
|
$4.88 Million
0.14% of portfolio
|
Q1 2024
Added 15.82%
|
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
113,505
shares
|
$4.74 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.53%
|