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 25.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
105,301
shares
|
$4.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.23%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
102,734
shares
|
$4.26 Million
1.42% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
101,995
shares
|
$4.23 Million
0.01% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
101,700
shares
|
$4.22 Million
0.01% of portfolio
|
Q3 2024
Added 44.67%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
99,986
shares
|
$4.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
90,329
shares
|
$3.75 Million
0.03% of portfolio
|
Q3 2024
Added 10.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
88,866
shares
|
$3.69 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.04%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
87,346
shares
|
$3.62 Million
0.02% of portfolio
|
Q4 2024
Added 21.76%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
80,337
shares
|
$3.33 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
80,288
shares
|
$3.33 Million
0.95% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
77,584
shares
|
$3.22 Million
0.05% of portfolio
|
Q4 2024
Added 10.28%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
75,449
shares
|
$3.13 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
73,261
shares
|
$3.04 Million
1.24% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
72,808
shares
|
$3.02 Million
0.64% of portfolio
|
Q4 2024
Added 41.55%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
70,906
shares
|
$2.94 Million
1.0% of portfolio
|
Q3 2024
Added 132.68%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Feb 06, 2025 Q4 2024 |
70,415
shares
|
$2.92 Million
1.25% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
69,975
shares
|
$2.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 17.49%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
69,106
shares
|
$2.87 Million
0.11% of portfolio
|
Q3 2024
Added 1121.39%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
67,819
shares
|
$2.81 Million
0.01% of portfolio
|
Q4 2024
Reduced 31.81%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
67,373
shares
|
$2.79 Million
0.18% of portfolio
|
Q4 2024
Reduced 9.29%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
66,714
shares
|
$2.77 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Brendel Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
63,500
shares
|
$2.63 Million
1.59% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
62,900
shares
|
$2.61 Million
1.3% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
62,592
shares
|
$2.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
61,400
shares
|
$2.55 Million
0.09% of portfolio
|
Q4 2024
New holding
|