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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
12,023
shares
|
$497,631
0.01% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
11,901
shares
|
$492,582
0.03% of portfolio
|
Q1 2025
Added 14.84%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
11,882
shares
|
$491,795
0.12% of portfolio
|
Q1 2024
Added 8.71%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
11,848
shares
|
$490,388
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
10,665
shares
|
$441,424
0.0% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
10,402
shares
|
$430,538
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
10,400
shares
|
$430,456
0.02% of portfolio
|
Q1 2025
Reduced 34.18%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
10,394
shares
|
$430,207
0.04% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Apr 30, 2025 Q1 2025 |
10,294
shares
|
$426,068
0.25% of portfolio
|
Q1 2025
Reduced 13.6%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
10,090
shares
|
$417,625
0.0% of portfolio
|
Q1 2025
Added 36.87%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
10,078
shares
|
$417,128
0.17% of portfolio
|
Q1 2025
Added 32.71%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
10,033
shares
|
$415,265
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Primoris Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
10,000
shares
|
$413,900
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
9,992
shares
|
$413,568
0.04% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
9,812
shares
|
$406,118
0.24% of portfolio
|
Q2 2024
Reduced 68.98%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
9,796
shares
|
$405,456
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
9,595
shares
|
$397,137
0.0% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
9,497
shares
|
$393,080
0.18% of portfolio
|
Q1 2025
Reduced 47.48%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
9,457
shares
|
$391,425
0.03% of portfolio
|
Q4 2023
Added 1.01%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,383
shares
|
$388,362
0.0% of portfolio
|
Q1 2025
Added 19.3%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
9,245
shares
|
$382,650
0.02% of portfolio
|
Q1 2025
Added 30.65%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
9,108
shares
|
$376,980
0.02% of portfolio
|
Q1 2025
Added 19.45%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
8,728
shares
|
$361,251
0.01% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
8,622
shares
|
$356,864
0.19% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
8,129
shares
|
$336,459
0.03% of portfolio
|
Q1 2025
Reduced 22.68%
|