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 240 institutions that hold shares in the stock, with a total of 25 Million shares, which have been reported (via 13F filing form) to have a value of $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
5,097,113
shares
|
$210 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,903,116
shares
|
$120 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
2,688,490
shares
|
$111 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,044,399
shares
|
$84.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,080,803
shares
|
$44.6 Million
0.01% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
815,924
shares
|
$33.6 Million
0.01% of portfolio
|
Q4 2024
Added 14.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
761,374
shares
|
$31.4 Million
0.0% of portfolio
|
Q4 2024
Added 80.92%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
362,616
shares
|
$15 Million
0.01% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
361,018
shares
|
$14.9 Million
0.09% of portfolio
|
Q4 2024
Added 104.66%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
348,017
shares
|
$14.4 Million
0.0% of portfolio
|
Q4 2024
Added 4796.82%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
326,669
shares
|
$13.5 Million
0.0% of portfolio
|
Q1 2025
Added 24.39%
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
325,551
shares
|
$13.4 Million
0.51% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
324,909
shares
|
$13.4 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
323,977
shares
|
$13.4 Million
1.13% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
280,616
shares
|
$11.6 Million
0.01% of portfolio
|
Q3 2024
Added 28.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
258,056
shares
|
$10.6 Million
0.02% of portfolio
|
Q4 2024
Added 21.66%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
233,766
shares
|
$9.64 Million
0.34% of portfolio
|
Q4 2024
Reduced 23.9%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
217,137
shares
|
$8.95 Million
0.22% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
211,275
shares
|
$8.71 Million
0.96% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
205,485
shares
|
$8.47 Million
0.18% of portfolio
|
Q4 2024
Reduced 10.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
205,468
shares
|
$8.47 Million
0.03% of portfolio
|
Q1 2025
Added 127.73%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
174,595
shares
|
$7.2 Million
0.01% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
170,795
shares
|
$7.04 Million
0.09% of portfolio
|
Q4 2024
Added 703.78%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
166,653
shares
|
$6.87 Million
0.02% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
134,664
shares
|
$5.55 Million
0.0% of portfolio
|
Q4 2024
Added 27.88%
|