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 |
|---|---|---|---|---|---|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
17,979
shares
|
$748,465
0.11% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
17,809
shares
|
$741,388
0.4% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
17,095
shares
|
$711,664
1.17% of portfolio
|
Q3 2023
Added 10.83%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
16,673
shares
|
$694,096
0.03% of portfolio
|
Q1 2025
Added 23.23%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
16,202
shares
|
$674,489
0.01% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
16,184
shares
|
$673,739
0.29% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
16,057
shares
|
$668,452
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
15,908
shares
|
$662,250
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
15,814
shares
|
$658,336
0.06% of portfolio
|
Q1 2025
Added 165.87%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
15,117
shares
|
$629,320
0.02% of portfolio
|
Q3 2022
Reduced 4.06%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
14,753
shares
|
$614,167
0.03% of portfolio
|
Q1 2025
Added 16.37%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
14,722
shares
|
$612,876
0.01% of portfolio
|
Q1 2025
Added 17.39%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Apr 30, 2025 Q1 2025 |
14,536
shares
|
$605,133
0.65% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
14,364
shares
|
$597,973
0.09% of portfolio
|
Q1 2025
Reduced 49.99%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jul 14, 2025 Q2 2025 |
13,794
shares
|
$574,244
0.5% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
13,744
shares
|
$572,162
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
13,475
shares
|
$560,964
0.11% of portfolio
|
Q1 2025
Reduced 12.28%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
13,473
shares
|
$560,880
0.32% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
13,105
shares
|
$545,561
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Apr 29, 2025 Q1 2025 |
12,709
shares
|
$529,075
0.47% of portfolio
|
Q1 2025
Added 38.44%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
12,599
shares
|
$524,496
0.02% of portfolio
|
Q1 2025
Reduced 18.77%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
12,435
shares
|
$517,669
0.03% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
12,278
shares
|
$511,133
0.4% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
12,116
shares
|
$504,389
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
12,023
shares
|
$500,517
0.01% of portfolio
|
Q1 2025
Added 4.74%
|