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 235 institutions that hold shares in the stock, with a total of 25.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
33,443
shares
|
$1.39 Million
0.05% of portfolio
|
Q2 2020
Reduced 9.37%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
32,629
shares
|
$1.35 Million
0.04% of portfolio
|
Q3 2024
Reduced 72.09%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
32,275
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
31,785
shares
|
$1.32 Million
0.13% of portfolio
|
Q4 2024
Reduced 56.73%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
31,084
shares
|
$1.29 Million
0.56% of portfolio
|
Q1 2024
Added 0.42%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
29,103
shares
|
$1.21 Million
0.04% of portfolio
|
Q4 2024
Added 15.4%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
28,323
shares
|
$1.17 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
28,295
shares
|
$1.17 Million
0.17% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
26,553
shares
|
$1.1 Million
0.29% of portfolio
|
Q2 2023
Reduced 62.97%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
25,675
shares
|
$1.06 Million
0.04% of portfolio
|
Q4 2024
Reduced 29.85%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
25,342
shares
|
$1.05 Million
0.35% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
25,323
shares
|
$1.05 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
25,264
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
24,477
shares
|
$1.02 Million
0.11% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
24,270
shares
|
$1.01 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
23,590
shares
|
$978,277
0.02% of portfolio
|
Q2 2024
Added 70.62%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
23,509
shares
|
$974,918
0.02% of portfolio
|
Q2 2024
Added 24.33%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
23,285
shares
|
$965,628
0.06% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,520
shares
|
$933,904
0.03% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
22,313
shares
|
$925,320
0.43% of portfolio
|
Q4 2024
Added 124.43%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
21,289
shares
|
$882,854
0.02% of portfolio
|
Q4 2024
Added 68.21%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
21,249
shares
|
$881,196
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
20,424
shares
|
$846,983
0.01% of portfolio
|
Q4 2024
Reduced 33.03%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
19,922
shares
|
$826,165
0.08% of portfolio
|
Q4 2024
Reduced 7.85%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
19,869
shares
|
$823,967
0.02% of portfolio
|
Q4 2024
Reduced 37.62%
|