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 |
|---|---|---|---|---|---|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
1,122
shares
|
$46,708
0.0% of portfolio
|
Q1 2025
Added 21.17%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
1,068
shares
|
$44,460
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
1,004
shares
|
$41,796
0.03% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
1,000
shares
|
$41,630
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
936
shares
|
$38,965
0.0% of portfolio
|
Q2 2025
Added 109.87%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
867
shares
|
$36,093
0.01% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
700
shares
|
$29,141
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
620
shares
|
$25,810
0.0% of portfolio
|
Q2 2023
Reduced 56.94%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
619
shares
|
$25,768
0.0% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
616
shares
|
$25,644
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
580
shares
|
$24,145
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
551
shares
|
$22,938
0.0% of portfolio
|
Q1 2025
Reduced 96.35%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
500
shares
|
$20,815
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
414
shares
|
$17,234
0.0% of portfolio
|
Q1 2025
Reduced 98.43%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
382
shares
|
$15,902
0.0% of portfolio
|
Q4 2020
Added 1.33%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
362
shares
|
$15,070
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
341
shares
|
$14,195
0.0% of portfolio
|
Q1 2025
Reduced 32.21%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
313
shares
|
$13,030
0.0% of portfolio
|
Q2 2023
Reduced 49.92%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
300
shares
|
$12,489
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
260
shares
|
$10,823
0.0% of portfolio
|
Q4 2024
Reduced 18.75%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
198
shares
|
$8,242
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
151
shares
|
$6,286
0.01% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
131
shares
|
$5,453
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
111
shares
|
$4,620
0.0% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
102
shares
|
$4,246
0.0% of portfolio
|
Q1 2025
Added 0.99%
|