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 230 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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
4,807
shares
|
$200,307
0.01% of portfolio
|
Q2 2024
Reduced 3.99%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
4,344
shares
|
$181,014
0.05% of portfolio
|
Q2 2023
Reduced 9.86%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
4,022
shares
|
$167,596
0.01% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,509
shares
|
$146,220
0.0% of portfolio
|
Q3 2024
Added 49.32%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
3,013
shares
|
$125,551
0.05% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
2,939
shares
|
$122,468
0.05% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,445
shares
|
$101,883
0.0% of portfolio
|
Q3 2024
Added 136.46%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,936
shares
|
$80,673
0.01% of portfolio
|
Q3 2024
Added 122.02%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,800
shares
|
$75,006
0.0% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,795
shares
|
$74,797
0.06% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,721
shares
|
$71,714
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,576
shares
|
$65,671
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,520
shares
|
$63,338
0.0% of portfolio
|
Q3 2024
Reduced 27.24%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,424
shares
|
$59,338
0.0% of portfolio
|
Q4 2024
Reduced 31.17%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
1,355
shares
|
$56,462
0.01% of portfolio
|
Q2 2021
Reduced 21.45%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
1,268
shares
|
$52,837
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
867
shares
|
$36,127
0.01% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
707
shares
|
$29,460
0.0% of portfolio
|
Q2 2024
Added 19.43%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
700
shares
|
$29,169
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
648
shares
|
$27,002
0.0% of portfolio
|
Q2 2024
Added 28.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
635
shares
|
$26,460
0.0% of portfolio
|
Q3 2024
Added 472.07%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
629
shares
|
$26,210
0.0% of portfolio
|
Q4 2024
Reduced 37.66%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
620
shares
|
$25,835
0.0% of portfolio
|
Q2 2023
Reduced 56.94%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
616
shares
|
$25,668
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
479
shares
|
$19,959
0.0% of portfolio
|
Q4 2024
New holding
|