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 24.9 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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
101
shares
|
$4,204
0.0% of portfolio
|
Q3 2024
Reduced 93.5%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
97
shares
|
$4,038
0.0% of portfolio
|
Q1 2025
Added 67.24%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
50
shares
|
$2,081
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
46
shares
|
$1,914
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
45
shares
|
$1,873
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
42
shares
|
$1,748
0.0% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
36
shares
|
$1,498
0.0% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
34
shares
|
$1,415
0.0% of portfolio
|
Q3 2024
Reduced 15.0%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
23
shares
|
$957
0.0% of portfolio
|
Q4 2022
Reduced 91.87%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
14
shares
|
$582
0.0% of portfolio
|
Q4 2020
Reduced 93.61%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3
shares
|
$124
0.0% of portfolio
|
Q1 2025
Reduced 98.7%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|