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 |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
8,729
shares
|
$368,363
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
8,699
shares
|
$367,097
0.17% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
8,284
shares
|
$349,584
0.0% of portfolio
|
Q2 2025
Reduced 11.71%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
8,200
shares
|
$346,040
0.01% of portfolio
|
Q2 2025
Reduced 21.15%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
8,165
shares
|
$344,563
0.02% of portfolio
|
Q2 2025
Reduced 10.35%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
8,131
shares
|
$343,128
0.03% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
7,847
shares
|
$331,143
0.02% of portfolio
|
Q2 2025
Reduced 36.9%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
7,786
shares
|
$328,569
0.15% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Aug 11, 2025 Q2 2025 |
7,614
shares
|
$321,310
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
7,531
shares
|
$317,808
0.0% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
7,434
shares
|
$313,714
0.01% of portfolio
|
Q2 2025
Added 19.71%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
7,172
shares
|
$302,658
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
7,150
shares
|
$301,730
0.14% of portfolio
|
Q1 2025
Added 20.17%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
7,105
shares
|
$299,831
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
7,105
shares
|
$299,831
0.23% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
7,077
shares
|
$298,649
0.12% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
7,010
shares
|
$295,822
0.1% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
6,940
shares
|
$292,868
0.01% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
6,799
shares
|
$286,917
0.02% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
6,425
shares
|
$271,135
0.02% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
6,303
shares
|
$265,986
0.05% of portfolio
|
Q2 2025
Reduced 39.41%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
6,126
shares
|
$258,517
0.03% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
5,949
shares
|
$251,047
0.02% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
5,898
shares
|
$248,895
0.0% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
5,878
shares
|
$248,051
0.08% of portfolio
|
Q1 2025
Reduced 5.79%
|