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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
19,718
shares
|
$817,705
0.01% of portfolio
|
Q3 2024
Added 33.1%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
19,574
shares
|
$811,733
0.43% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
19,491
shares
|
$808,291
0.0% of portfolio
|
Q3 2024
Added 46.87%
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
18,647
shares
|
$773,291
0.51% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
18,394
shares
|
$762,799
0.11% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
18,219
shares
|
$755,541
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
18,082
shares
|
$749,860
0.34% of portfolio
|
Q4 2024
Reduced 11.66%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
17,835
shares
|
$739,617
0.42% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
17,095
shares
|
$708,929
1.17% of portfolio
|
Q3 2023
Added 10.83%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
15,800
shares
|
$655,226
0.03% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
15,608
shares
|
$647,263
0.01% of portfolio
|
Q4 2024
Reduced 19.49%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
15,511
shares
|
$643,241
0.04% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
15,461
shares
|
$641,167
0.04% of portfolio
|
Q3 2024
Added 35.78%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
15,362
shares
|
$637,062
0.13% of portfolio
|
Q4 2024
Reduced 7.02%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 22, 2025 Q4 2024 |
15,299
shares
|
$634,449
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
15,117
shares
|
$626,901
0.02% of portfolio
|
Q3 2022
Reduced 4.06%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,827
shares
|
$614,875
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
14,403
shares
|
$597,292
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Edge Rock Capital LLC
|
Feb 04, 2025 Q4 2024 |
13,942
shares
|
$578,174
0.39% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
12,947
shares
|
$536,912
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
12,678
shares
|
$525,756
0.03% of portfolio
|
Q4 2024
Added 22.75%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
12,541
shares
|
$520,075
0.01% of portfolio
|
Q4 2024
Added 7.02%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
12,533
shares
|
$519,743
0.34% of portfolio
|
Q3 2024
Reduced 8.46%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
12,216
shares
|
$506,597
0.0% of portfolio
|
Q3 2024
Reduced 23.5%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
11,970
shares
|
$496,395
0.02% of portfolio
|
Q3 2024
Added 22.81%
|