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 237 institutions that hold shares in the stock, with a total of 24.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
57,821
shares
|
$2.43 Million
0.01% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
57,766
shares
|
$2.43 Million
0.05% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
56,535
shares
|
$2.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 46.26%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
56,508
shares
|
$2.37 Million
0.55% of portfolio
|
Q2 2025
Added 5.87%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
55,872
shares
|
$2.35 Million
0.01% of portfolio
|
Q3 2025
Added 83.12%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
53,694
shares
|
$2.26 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
49,229
shares
|
$2.07 Million
0.01% of portfolio
|
Q3 2025
Added 20.92%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
49,109
shares
|
$2.06 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
47,706
shares
|
$2 Million
0.07% of portfolio
|
Q2 2025
Added 55.76%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
47,704
shares
|
$2 Million
0.06% of portfolio
|
Q2 2025
Reduced 9.66%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
47,188
shares
|
$1.98 Million
0.49% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
46,754
shares
|
$1.96 Million
0.01% of portfolio
|
Q2 2025
Reduced 51.2%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jul 22, 2025 Q2 2025 |
45,590
shares
|
$1.92 Million
1.47% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
45,228
shares
|
$1.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jul 23, 2025 Q2 2025 |
41,142
shares
|
$1.73 Million
1.44% of portfolio
|
Q2 2025
Reduced 15.48%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
40,845
shares
|
$1.72 Million
0.05% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
40,024
shares
|
$1.68 Million
0.03% of portfolio
|
Q2 2025
Added 73.91%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
39,765
shares
|
$1.67 Million
0.03% of portfolio
|
Q2 2025
Added 19.04%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
39,595
shares
|
$1.66 Million
0.02% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Aug 06, 2025 Q2 2025 |
39,545
shares
|
$1.66 Million
0.79% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
35,618
shares
|
$1.5 Million
0.58% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
35,287
shares
|
$1.48 Million
0.08% of portfolio
|
Q2 2025
Reduced 8.8%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
34,785
shares
|
$1.46 Million
0.01% of portfolio
|
Q2 2025
Added 28.8%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
34,576
shares
|
$1.45 Million
0.22% of portfolio
|
Q2 2025
Added 115.33%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
33,443
shares
|
$1.4 Million
0.05% of portfolio
|
Q2 2020
Reduced 9.37%
|