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 |
|---|---|---|---|---|---|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
7,775
shares
|
$323,673
0.15% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
7,520
shares
|
$313,057
0.12% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
7,172
shares
|
$298,570
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
7,150
shares
|
$297,654
0.18% of portfolio
|
Q1 2025
Added 20.17%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
7,105
shares
|
$295,781
0.25% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
7,077
shares
|
$294,615
0.12% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
6,940
shares
|
$288,912
0.01% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
6,913
shares
|
$287,788
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,860
shares
|
$285,581
0.0% of portfolio
|
Q1 2025
Added 33.83%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
6,501
shares
|
$270,636
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
6,416
shares
|
$267,098
0.0% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
6,359
shares
|
$264,725
0.03% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
6,322
shares
|
$263,184
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
6,314
shares
|
$262,851
0.01% of portfolio
|
Q1 2025
Added 21.05%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
6,250
shares
|
$260,187
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
6,234
shares
|
$259,521
0.0% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
6,210
shares
|
$258,522
0.01% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
6,126
shares
|
$255,025
0.03% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
May 14, 2025 Q1 2025 |
6,058
shares
|
$252,194
0.11% of portfolio
|
Q4 2024
Added 12.02%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
5,990
shares
|
$249,363
0.0% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
5,949
shares
|
$247,656
0.02% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
5,878
shares
|
$244,701
0.08% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
5,560
shares
|
$231,462
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,534
shares
|
$230,380
0.01% of portfolio
|
Q1 2024
Reduced 45.09%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
5,478
shares
|
$228,049
0.03% of portfolio
|
Q2 2025
Added 7.9%
|