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 |
|---|---|---|---|---|---|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
1,355
shares
|
$57,181
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
|
$53,509
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
1,156
shares
|
$48,783
0.0% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,138
shares
|
$48,023
0.0% of portfolio
|
Q2 2025
Reduced 20.31%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$42,200
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
936
shares
|
$39,499
0.0% of portfolio
|
Q2 2025
Added 109.87%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
870
shares
|
$36,714
0.03% of portfolio
|
Q2 2025
Reduced 13.35%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
867
shares
|
$36,587
0.01% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
815
shares
|
$34,393
0.0% of portfolio
|
Q2 2025
Reduced 28.07%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
700
shares
|
$29,540
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Aug 04, 2025 Q2 2025 |
620
shares
|
$26,164
0.0% of portfolio
|
Q2 2023
Reduced 56.94%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
616
shares
|
$25,995
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
599
shares
|
$25,277
0.0% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
595
shares
|
$25,109
0.0% of portfolio
|
Q2 2025
Added 74.49%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
589
shares
|
$24,855
0.01% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
551
shares
|
$23,252
0.0% of portfolio
|
Q1 2025
Reduced 96.35%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
500
shares
|
$21,100
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
382
shares
|
$16,120
0.0% of portfolio
|
Q4 2020
Added 1.33%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
313
shares
|
$13,208
0.0% of portfolio
|
Q2 2023
Reduced 49.92%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
306
shares
|
$12,913
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
300
shares
|
$12,660
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
260
shares
|
$10,972
0.0% of portfolio
|
Q4 2024
Reduced 18.75%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
235
shares
|
$9,917
0.0% of portfolio
|
Q2 2025
Reduced 43.24%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
198
shares
|
$8,355
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
187
shares
|
$7,891
0.0% of portfolio
|
Q2 2025
New holding
|