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 217 institutions that hold shares in the stock, with a total of 30.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
113,505
shares
|
$4.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.53%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
99,986
shares
|
$4.14 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
99,456
shares
|
$4.12 Million
0.01% of portfolio
|
Q3 2024
Added 36.16%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
99,143
shares
|
$4.1 Million
1.81% of portfolio
|
Q3 2024
Added 93.1%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
96,790
shares
|
$4.01 Million
0.02% of portfolio
|
Q2 2024
Added 3.57%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
95,130
shares
|
$3.94 Million
0.01% of portfolio
|
Q3 2024
Reduced 77.97%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
88,553
shares
|
$3.67 Million
0.01% of portfolio
|
Q2 2024
Reduced 29.93%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
88,340
shares
|
$3.66 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
|
Darwin Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
84,817
shares
|
$3.51 Million
1.75% of portfolio
|
Q2 2024
Reduced 6.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
81,784
shares
|
$3.39 Million
0.02% of portfolio
|
Q2 2024
Added 6.63%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
80,141
shares
|
$3.32 Million
0.01% of portfolio
|
Q2 2024
Added 96.8%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
76,538
shares
|
$3.17 Million
0.11% of portfolio
|
Q2 2024
Reduced 3.61%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
75,497
shares
|
$3.13 Million
1.46% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
75,497
shares
|
$3.13 Million
1.46% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
74,276
shares
|
$3.08 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Kovack Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
74,112
shares
|
$3.07 Million
0.34% of portfolio
|
Q2 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
73,687
shares
|
$3.05 Million
0.01% of portfolio
|
Q3 2024
Added 70.53%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
70,355
shares
|
$2.91 Million
0.04% of portfolio
|
Q3 2024
Added 660.51%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
70,300
shares
|
$2.91 Million
0.01% of portfolio
|
Q2 2024
Added 31.14%
|
|
|
Brendel Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
69,752
shares
|
$2.89 Million
1.66% of portfolio
|
Q3 2024
Reduced 10.81%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Aug 15, 2024 Q2 2024 |
68,133
shares
|
$2.82 Million
1.26% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
68,020
shares
|
$2.82 Million
0.02% of portfolio
|
Q2 2024
Reduced 27.78%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
66,838
shares
|
$2.77 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
62,913
shares
|
$2.6 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
62,592
shares
|
$2.59 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.86%
|