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 |
|---|---|---|---|---|---|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
11,882
shares
|
$501,420
0.12% of portfolio
|
Q1 2024
Added 8.71%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
11,848
shares
|
$499,985
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
11,681
shares
|
$492,938
0.36% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
11,611
shares
|
$489,984
0.03% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
11,538
shares
|
$486,903
0.02% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
11,335
shares
|
$478,337
0.05% of portfolio
|
Q2 2025
Added 13.44%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
11,222
shares
|
$473,568
0.04% of portfolio
|
Q2 2025
Added 11.85%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
10,929
shares
|
$461,203
0.18% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
10,893
shares
|
$459,684
0.0% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
10,283
shares
|
$433,942
0.04% of portfolio
|
Q2 2025
Reduced 52.99%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
10,095
shares
|
$426,009
0.24% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Primoris Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
10,000
shares
|
$422,000
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
9,936
shares
|
$419,299
0.2% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
9,812
shares
|
$414,066
0.24% of portfolio
|
Q2 2024
Reduced 68.98%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
9,734
shares
|
$410,774
0.0% of portfolio
|
Q2 2025
Added 56.14%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
9,644
shares
|
$406,976
0.03% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
9,595
shares
|
$404,909
0.0% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
9,573
shares
|
$403,980
0.18% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
9,542
shares
|
$402,672
0.06% of portfolio
|
Q2 2025
Reduced 46.93%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
9,457
shares
|
$399,085
0.03% of portfolio
|
Q4 2023
Added 1.01%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,452
shares
|
$398,874
0.0% of portfolio
|
Q2 2025
Added 37.78%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,383
shares
|
$395,962
0.0% of portfolio
|
Q1 2025
Added 19.3%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
9,376
shares
|
$395,667
0.0% of portfolio
|
Q2 2025
Added 46.13%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
9,245
shares
|
$390,139
0.02% of portfolio
|
Q1 2025
Added 30.65%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
8,989
shares
|
$379,335
0.04% of portfolio
|
Q2 2025
New holding
|