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 239 institutions that hold shares in the stock, with a total of 25.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
5,632,117
shares
|
$233 Million
0.02% of portfolio
|
Q1 2025
Added 10.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
3,528,904
shares
|
$146 Million
0.06% of portfolio
|
Q1 2025
Added 21.56%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
2,784,404
shares
|
$115 Million
0.11% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,937,811
shares
|
$80.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,144,695
shares
|
$47.4 Million
0.01% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
664,641
shares
|
$27.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 18.54%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
498,836
shares
|
$20.6 Million
0.01% of portfolio
|
Q1 2025
Added 37.57%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
399,930
shares
|
$16.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 47.47%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
326,669
shares
|
$13.5 Million
0.0% of portfolio
|
Q1 2025
Added 24.39%
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
325,551
shares
|
$13.5 Million
0.51% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
323,977
shares
|
$13.4 Million
1.13% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
304,124
shares
|
$12.6 Million
0.14% of portfolio
|
Q1 2025
Added 78.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
295,046
shares
|
$12.2 Million
0.02% of portfolio
|
Q1 2025
Added 14.33%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
280,616
shares
|
$11.6 Million
0.01% of portfolio
|
Q3 2024
Added 28.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
245,498
shares
|
$10.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.56%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
223,564
shares
|
$9.25 Million
0.33% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
217,137
shares
|
$8.99 Million
0.22% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
211,275
shares
|
$8.74 Million
0.96% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
205,468
shares
|
$8.5 Million
0.03% of portfolio
|
Q1 2025
Added 127.73%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
197,719
shares
|
$8.18 Million
0.01% of portfolio
|
Q1 2025
Added 13.24%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
179,664
shares
|
$7.44 Million
0.16% of portfolio
|
Q1 2025
Reduced 12.57%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
166,653
shares
|
$6.9 Million
0.02% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
134,574
shares
|
$5.57 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
121,793
shares
|
$5.04 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
121,756
shares
|
$5.04 Million
0.79% of portfolio
|
Q1 2025
Reduced 27.18%
|