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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
54,988
shares
|
$2.28 Million
0.0% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
54,366
shares
|
$2.25 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
54,069
shares
|
$2.24 Million
0.08% of portfolio
|
Q1 2025
Reduced 59.34%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
May 15, 2025 Q1 2025 |
53,375
shares
|
$2.21 Million
0.77% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
52,806
shares
|
$2.19 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
50,086
shares
|
$2.07 Million
0.01% of portfolio
|
Q1 2025
Added 25.78%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Apr 17, 2025 Q1 2025 |
48,678
shares
|
$2.01 Million
1.51% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
46,990
shares
|
$1.94 Million
0.6% of portfolio
|
Q1 2025
Reduced 29.85%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
46,751
shares
|
$1.94 Million
0.06% of portfolio
|
Q1 2025
Reduced 7.55%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
46,381
shares
|
$1.92 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Apr 09, 2025 Q1 2025 |
45,597
shares
|
$1.89 Million
1.54% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
43,478
shares
|
$1.8 Million
0.01% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
39,889
shares
|
$1.65 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
39,389
shares
|
$1.63 Million
0.06% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
39,368
shares
|
$1.63 Million
0.86% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
39,197
shares
|
$1.62 Million
0.02% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
38,693
shares
|
$1.6 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
33,599
shares
|
$1.39 Million
0.58% of portfolio
|
Q1 2025
Added 19.04%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
33,443
shares
|
$1.38 Million
0.05% of portfolio
|
Q2 2020
Reduced 9.37%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
33,405
shares
|
$1.38 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
32,171
shares
|
$1.33 Million
0.15% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
32,164
shares
|
$1.33 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
31,512
shares
|
$1.3 Million
0.3% of portfolio
|
Q1 2025
Reduced 31.77%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
31,084
shares
|
$1.29 Million
0.56% of portfolio
|
Q1 2024
Added 0.42%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
30,968
shares
|
$1.28 Million
0.6% of portfolio
|
Q1 2025
Added 38.79%
|