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 222 institutions that hold shares in the stock, with a total of 32 Million shares, which have been reported (via 13F filing form) to have a value of $1.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
19,491
shares
|
$810,630
0.0% of portfolio
|
Q3 2024
Added 46.87%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
19,386
shares
|
$806,263
0.01% of portfolio
|
Q3 2024
Added 36.63%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
19,352
shares
|
$804,849
0.11% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Walker Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
18,147
shares
|
$754,733
0.51% of portfolio
|
Q3 2024
Reduced 6.44%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
17,618
shares
|
$732,732
0.4% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
17,095
shares
|
$710,981
1.17% of portfolio
|
Q3 2023
Added 10.83%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
16,800
shares
|
$698,712
0.04% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
16,521
shares
|
$687,108
0.14% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
16,369
shares
|
$680,786
0.02% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
15,676
shares
|
$651,964
0.04% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
15,461
shares
|
$643,022
0.04% of portfolio
|
Q3 2024
Added 35.78%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
15,400
shares
|
$640,486
0.03% of portfolio
|
Q3 2024
Added 144.44%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
15,117
shares
|
$628,716
0.02% of portfolio
|
Q3 2022
Reduced 4.06%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,827
shares
|
$616,654
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Edge Rock Capital LLC
|
Oct 15, 2024 Q3 2024 |
14,189
shares
|
$590,120
0.43% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
13,600
shares
|
$565,624
0.03% of portfolio
|
Q3 2024
Reduced 33.56%
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
13,062
shares
|
$543,248
0.31% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
12,656
shares
|
$526,363
0.01% of portfolio
|
Q3 2024
Added 79.65%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
12,533
shares
|
$521,247
0.34% of portfolio
|
Q3 2024
Reduced 8.46%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
12,216
shares
|
$508,063
0.0% of portfolio
|
Q3 2024
Reduced 23.5%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
11,970
shares
|
$497,832
0.02% of portfolio
|
Q3 2024
Added 22.81%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
11,882
shares
|
$494,172
0.12% of portfolio
|
Q1 2024
Added 8.71%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
11,848
shares
|
$492,758
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Black Point Wealth Management
Naples, FL |
Oct 18, 2024 Q3 2024 |
11,756
shares
|
$488,932
0.57% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
11,718
shares
|
$487,351
0.01% of portfolio
|
Q3 2024
Added 85.32%
|