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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
30,627
shares
|
$1.27 Million
0.04% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
29,586
shares
|
$1.22 Million
0.19% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
28,500
shares
|
$1.18 Million
1.05% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
27,007
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
26,553
shares
|
$1.1 Million
0.28% of portfolio
|
Q2 2023
Reduced 62.97%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
26,124
shares
|
$1.08 Million
0.03% of portfolio
|
Q1 2025
Added 22.71%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
25,873
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 67.79%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
25,320
shares
|
$1.05 Million
0.82% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
24,994
shares
|
$1.03 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
24,193
shares
|
$1 Million
0.03% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
23,509
shares
|
$973,037
0.02% of portfolio
|
Q2 2024
Added 24.33%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
23,037
shares
|
$953,501
0.05% of portfolio
|
Q1 2025
Reduced 15.94%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
23,014
shares
|
$952,549
0.02% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
22,919
shares
|
$948,617
0.11% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
22,537
shares
|
$932,806
0.01% of portfolio
|
Q1 2025
Added 28.54%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
21,875
shares
|
$905,406
0.07% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
21,860
shares
|
$904,785
0.03% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
20,571
shares
|
$851,433
0.0% of portfolio
|
Q1 2025
Reduced 51.72%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
20,508
shares
|
$848,826
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
20,424
shares
|
$845,349
0.01% of portfolio
|
Q4 2024
Reduced 33.03%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
20,211
shares
|
$836,533
0.0% of portfolio
|
Q1 2025
Added 21.47%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
19,799
shares
|
$819,480
0.37% of portfolio
|
Q1 2025
Added 8.67%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
19,063
shares
|
$789,017
0.38% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
18,954
shares
|
$784,506
0.05% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Walker Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
18,647
shares
|
$771,799
0.5% of portfolio
|
Q4 2024
Added 2.76%
|