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 |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
119,153
shares
|
$4.93 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
109,093
shares
|
$4.52 Million
1.88% of portfolio
|
Q1 2025
Added 6.19%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
106,456
shares
|
$4.41 Million
0.07% of portfolio
|
Q1 2025
Added 37.21%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
106,408
shares
|
$4.4 Million
0.07% of portfolio
|
Q1 2025
Reduced 8.6%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
105,196
shares
|
$4.35 Million
0.01% of portfolio
|
Q1 2025
Added 43.12%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
104,187
shares
|
$4.31 Million
1.35% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
103,296
shares
|
$4.28 Million
0.01% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
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%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
95,809
shares
|
$3.97 Million
0.02% of portfolio
|
Q1 2025
Added 9.69%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
93,803
shares
|
$3.88 Million
0.05% of portfolio
|
Q1 2025
Added 125.17%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
83,906
shares
|
$3.47 Million
0.02% of portfolio
|
Q1 2025
Reduced 76.76%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
81,556
shares
|
$3.38 Million
0.01% of portfolio
|
Q1 2025
Added 20.26%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
80,288
shares
|
$3.32 Million
0.95% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
74,859
shares
|
$3.1 Million
0.11% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
73,651
shares
|
$3.05 Million
1.52% of portfolio
|
Q1 2025
Added 17.09%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
72,808
shares
|
$3.01 Million
0.64% of portfolio
|
Q4 2024
Added 41.55%
|
|
|
Janney Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
71,050
shares
|
$2.94 Million
0.2% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
65,011
shares
|
$2.69 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
64,301
shares
|
$2.66 Million
0.07% of portfolio
|
Q1 2025
Added 40.4%
|
|
|
Brendel Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
64,226
shares
|
$2.66 Million
1.6% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
61,955
shares
|
$2.56 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.13%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
61,510
shares
|
$2.55 Million
0.29% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 23, 2025 Q1 2025 |
61,400
shares
|
$2.54 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
57,518
shares
|
$2.38 Million
0.06% of portfolio
|
Q1 2025
Added 82.46%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
55,803
shares
|
$2.31 Million
0.01% of portfolio
|
Q1 2025
Added 32.69%
|