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 228 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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
7,111
shares
|
$296,315
0.0% of portfolio
|
Q3 2024
Reduced 62.03%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,107
shares
|
$296,148
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
7,076
shares
|
$294,856
0.01% of portfolio
|
Q4 2024
Reduced 57.88%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
7,003
shares
|
$291,815
0.23% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
6,939
shares
|
$289,148
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,344
shares
|
$264,354
0.01% of portfolio
|
Q3 2024
Reduced 23.58%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
6,330
shares
|
$263,771
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
6,290
shares
|
$262,104
0.0% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
6,239
shares
|
$259,979
0.1% of portfolio
|
Q4 2023
Reduced 38.63%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
6,126
shares
|
$255,270
0.03% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
6,126
shares
|
$255,270
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
6,075
shares
|
$253,145
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
5,948
shares
|
$247,853
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
5,948
shares
|
$247,853
0.1% of portfolio
|
Q4 2024
Reduced 18.89%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,788
shares
|
$241,185
0.0% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
5,720
shares
|
$238,352
0.01% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
5,663
shares
|
$235,977
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
5,582
shares
|
$232,601
0.16% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
5,568
shares
|
$232,018
0.03% of portfolio
|
Q2 2024
Reduced 40.37%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
5,560
shares
|
$231,685
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,534
shares
|
$230,601
0.01% of portfolio
|
Q1 2024
Reduced 45.09%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Nov 14, 2024 Q3 2024 |
5,408
shares
|
$225,351
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
5,375
shares
|
$223,976
0.0% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
5,296
shares
|
$220,684
0.01% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
4,875
shares
|
$203,141
0.05% of portfolio
|
Q4 2024
New holding
|