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 |
|---|---|---|---|---|---|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
5,299
shares
|
$220,597
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
5,162
shares
|
$214,894
0.15% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,115
shares
|
$212,937
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
May 09, 2025 Q1 2025 |
5,060
shares
|
$210,647
0.15% of portfolio
|
Q1 2025
Reduced 10.54%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
5,053
shares
|
$210,356
0.06% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
4,434
shares
|
$184,587
0.0% of portfolio
|
Q1 2025
Reduced 58.44%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
4,344
shares
|
$180,840
0.05% of portfolio
|
Q2 2023
Reduced 9.86%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
4,313
shares
|
$179,550
0.0% of portfolio
|
Q1 2025
Added 29.87%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
3,761
shares
|
$156,570
0.14% of portfolio
|
Q1 2025
Added 29.96%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,656
shares
|
$152,199
0.0% of portfolio
|
Q2 2025
Reduced 21.38%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
3,249
shares
|
$135,255
0.0% of portfolio
|
Q1 2025
Reduced 72.67%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
3,228
shares
|
$134,381
0.06% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
2,733
shares
|
$113,774
0.05% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,637
shares
|
$109,778
0.0% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
2,185
shares
|
$90,961
0.01% of portfolio
|
Q1 2025
Added 992.5%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
2,080
shares
|
$86,590
0.0% of portfolio
|
Q1 2025
Reduced 56.73%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
2,000
shares
|
$83,260
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,800
shares
|
$74,934
0.0% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,795
shares
|
$74,725
0.06% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,424
shares
|
$59,281
0.0% of portfolio
|
Q4 2024
Reduced 31.17%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
1,355
shares
|
$56,408
0.01% of portfolio
|
Q2 2021
Reduced 21.45%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,268
shares
|
$52,786
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,144
shares
|
$47,624
0.0% of portfolio
|
Q1 2025
Reduced 19.94%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,138
shares
|
$47,374
0.0% of portfolio
|
Q2 2025
Reduced 20.31%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,133
shares
|
$47,166
0.0% of portfolio
|
Q1 2025
Reduced 9.58%
|