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 $1.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
18,021
shares
|
$760,486
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
17,809
shares
|
$751,539
0.4% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
17,655
shares
|
$745,041
0.0% of portfolio
|
Q2 2025
Reduced 12.65%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
17,541
shares
|
$740,230
0.02% of portfolio
|
Q2 2025
Reduced 19.76%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
17,273
shares
|
$728,920
0.03% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
17,095
shares
|
$721,409
1.17% of portfolio
|
Q3 2023
Added 10.83%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
16,835
shares
|
$710,437
0.01% of portfolio
|
Q2 2025
Added 14.35%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
16,684
shares
|
$704,064
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
16,530
shares
|
$697,566
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
16,202
shares
|
$683,724
0.01% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
16,184
shares
|
$682,964
0.29% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
15,907
shares
|
$671,275
0.08% of portfolio
|
Q2 2025
Added 10.74%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
15,872
shares
|
$669,798
0.03% of portfolio
|
Q2 2025
Reduced 31.1%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
15,117
shares
|
$637,937
0.02% of portfolio
|
Q3 2022
Reduced 4.06%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
14,853
shares
|
$626,796
0.03% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
14,686
shares
|
$619,749
0.05% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
14,576
shares
|
$615,107
0.27% of portfolio
|
Q2 2025
Reduced 23.54%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Apr 30, 2025 Q1 2025 |
14,536
shares
|
$613,419
0.65% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
13,969
shares
|
$589,491
0.01% of portfolio
|
Q2 2025
Added 38.44%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jul 14, 2025 Q2 2025 |
13,794
shares
|
$582,106
0.5% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
13,381
shares
|
$564,678
0.01% of portfolio
|
Q2 2025
Added 11.3%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
13,051
shares
|
$550,752
0.16% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Aug 06, 2025 Q2 2025 |
12,781
shares
|
$539,358
0.45% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
12,571
shares
|
$530,496
0.1% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
12,116
shares
|
$511,295
0.0% of portfolio
|
Q2 2025
New holding
|