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 230 institutions that hold shares in the stock, with a total of 25.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
61,400
shares
|
$2.56 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
60,428
shares
|
$2.52 Million
0.31% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
60,288
shares
|
$2.51 Million
0.08% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
56,656
shares
|
$2.36 Million
0.04% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
53,017
shares
|
$2.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.24%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
51,714
shares
|
$2.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.47%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
51,436
shares
|
$2.14 Million
0.44% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
50,569
shares
|
$2.11 Million
0.07% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
50,406
shares
|
$2.1 Million
0.08% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 16, 2025 Q4 2024 |
47,151
shares
|
$1.96 Million
1.37% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
46,892
shares
|
$1.95 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
46,184
shares
|
$1.92 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jan 14, 2025 Q4 2024 |
45,412
shares
|
$1.89 Million
1.56% of portfolio
|
Q4 2024
Added 19.24%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
41,678
shares
|
$1.74 Million
0.01% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
41,658
shares
|
$1.74 Million
0.02% of portfolio
|
Q4 2024
Reduced 31.45%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
39,821
shares
|
$1.66 Million
0.01% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
38,807
shares
|
$1.62 Million
0.06% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
38,280
shares
|
$1.6 Million
0.06% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
37,058
shares
|
$1.54 Million
0.8% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
36,583
shares
|
$1.52 Million
0.07% of portfolio
|
Q3 2024
Reduced 15.98%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
36,483
shares
|
$1.52 Million
0.03% of portfolio
|
Q4 2024
Reduced 17.08%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
36,393
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2024
Added 11.97%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
34,822
shares
|
$1.45 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.23%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
33,538
shares
|
$1.4 Million
0.12% of portfolio
|
Q3 2024
Reduced 26.3%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
33,502
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 58.2%
|