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 229 institutions that hold shares in the stock, with a total of 25.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Point Wealth Management
Naples, FL |
Jan 17, 2025 Q4 2024 |
11,592
shares
|
$482,574
0.55% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
11,457
shares
|
$476,954
0.28% of portfolio
|
Q4 2024
Reduced 12.29%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
11,098
shares
|
$462,009
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
10,759
shares
|
$447,897
0.04% of portfolio
|
Q4 2024
Reduced 99.84%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
10,514
shares
|
$437,697
0.04% of portfolio
|
Q4 2024
Reduced 6.79%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
10,328
shares
|
$429,954
0.02% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
10,081
shares
|
$419,672
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
9,812
shares
|
$408,473
0.24% of portfolio
|
Q2 2024
Reduced 68.98%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
9,746
shares
|
$405,725
0.0% of portfolio
|
Q3 2024
Added 56.71%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
9,457
shares
|
$393,694
0.03% of portfolio
|
Q4 2023
Added 1.01%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
9,303
shares
|
$387,283
0.04% of portfolio
|
Q3 2024
Reduced 18.39%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
9,270
shares
|
$385,910
0.0% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
8,741
shares
|
$363,887
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,727
shares
|
$363,305
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
8,172
shares
|
$340,200
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
8,016
shares
|
$333,706
0.14% of portfolio
|
Q3 2024
Reduced 16.48%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
7,851
shares
|
$326,837
0.15% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
7,836
shares
|
$326,212
0.01% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
7,703
shares
|
$320,675
0.03% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
7,594
shares
|
$316,138
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
7,553
shares
|
$314,431
0.02% of portfolio
|
Q3 2024
Reduced 26.09%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
7,551
shares
|
$314,348
0.09% of portfolio
|
Q3 2024
Reduced 23.93%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
7,292
shares
|
$303,565
0.0% of portfolio
|
Q3 2024
Added 15.49%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
7,172
shares
|
$298,570
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
7,111
shares
|
$296,030
0.0% of portfolio
|
Q3 2024
Reduced 62.03%
|