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 221 institutions that hold shares in the stock, with a total of 31.9 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 |
|---|---|---|---|---|---|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
11,142
shares
|
$464,287
0.08% of portfolio
|
Q2 2024
Reduced 19.37%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
11,098
shares
|
$462,453
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
10,492
shares
|
$437,201
0.35% of portfolio
|
Q3 2024
Added 47.69%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
10,328
shares
|
$430,367
0.02% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
10,081
shares
|
$420,075
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
9,942
shares
|
$414,283
0.19% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
9,812
shares
|
$408,866
0.24% of portfolio
|
Q2 2024
Reduced 68.98%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
9,746
shares
|
$406,115
0.0% of portfolio
|
Q3 2024
Added 56.71%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
9,457
shares
|
$394,073
0.03% of portfolio
|
Q4 2023
Added 1.01%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
9,303
shares
|
$387,656
0.04% of portfolio
|
Q3 2024
Reduced 18.39%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
9,270
shares
|
$386,280
0.0% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
8,741
shares
|
$364,237
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
8,312
shares
|
$346,361
0.05% of portfolio
|
Q3 2024
Reduced 12.09%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
8,205
shares
|
$341,902
0.01% of portfolio
|
Q3 2024
Reduced 28.09%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
8,172
shares
|
$340,527
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
8,016
shares
|
$334,026
0.14% of portfolio
|
Q3 2024
Reduced 16.48%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
7,851
shares
|
$327,151
0.15% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
7,695
shares
|
$320,650
0.03% of portfolio
|
Q2 2024
Reduced 3.56%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
7,553
shares
|
$314,733
0.02% of portfolio
|
Q3 2024
Reduced 26.09%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
7,551
shares
|
$314,650
0.09% of portfolio
|
Q3 2024
Reduced 23.93%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
7,333
shares
|
$305,566
0.12% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
7,292
shares
|
$303,857
0.0% of portfolio
|
Q3 2024
Added 15.49%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
7,172
shares
|
$298,857
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
7,111
shares
|
$296,315
0.0% of portfolio
|
Q3 2024
Reduced 62.03%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,107
shares
|
$296,148
0.0% of portfolio
|
Q3 2024
New holding
|