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 237 institutions that hold shares in the stock, with a total of 24.8 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 |
|---|---|---|---|---|---|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
5,878
shares
|
$246,934
0.08% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
5,560
shares
|
$233,575
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,534
shares
|
$232,483
0.01% of portfolio
|
Q1 2024
Reduced 45.09%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
5,478
shares
|
$230,130
0.03% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
5,203
shares
|
$218,578
0.14% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Aug 05, 2025 Q2 2025 |
5,129
shares
|
$215,469
0.14% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
4,819
shares
|
$202,446
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,797
shares
|
$201,521
0.01% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
4,374
shares
|
$183,751
0.0% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
4,361
shares
|
$183,205
0.14% of portfolio
|
Q2 2025
Added 15.95%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
4,344
shares
|
$182,491
0.05% of portfolio
|
Q2 2023
Reduced 9.86%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
4,067
shares
|
$170,854
0.0% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
3,996
shares
|
$167,871
0.0% of portfolio
|
Q2 2025
Added 249.3%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,606
shares
|
$151,488
0.0% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
3,228
shares
|
$135,608
0.06% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
2,780
shares
|
$116,787
0.0% of portfolio
|
Q2 2025
Reduced 14.44%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
2,733
shares
|
$114,813
0.05% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,637
shares
|
$110,780
0.0% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,576
shares
|
$108,217
0.01% of portfolio
|
Q2 2025
Added 7055.56%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,199
shares
|
$92,379
0.01% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,080
shares
|
$87,380
0.0% of portfolio
|
Q1 2025
Reduced 56.73%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,025
shares
|
$85,070
0.0% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
2,005
shares
|
$84,230
0.0% of portfolio
|
Q2 2025
Added 87.73%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
2,000
shares
|
$84,020
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,951
shares
|
$81,961
0.0% of portfolio
|
Q2 2025
Added 37.01%
|