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 236 institutions that hold shares in the stock, with a total of 24.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.03 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
137,647
shares
|
$5.78 Million
0.03% of portfolio
|
Q2 2025
Added 13.02%
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
129,078
shares
|
$5.42 Million
0.09% of portfolio
|
Q2 2025
Added 100.74%
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
126,525
shares
|
$5.31 Million
0.73% of portfolio
|
Q2 2025
Added 3.92%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
126,056
shares
|
$5.29 Million
0.02% of portfolio
|
Q2 2025
Reduced 38.65%
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
122,436
shares
|
$5.14 Million
1.47% of portfolio
|
Q2 2025
Added 17.52%
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
120,250
shares
|
$5.05 Million
0.28% of portfolio
|
Q2 2025
Added 0.92%
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Aug 07, 2025 Q2 2025 |
106,461
shares
|
$4.47 Million
2.1% of portfolio
|
Q2 2025
New holding
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
105,651
shares
|
$4.44 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
105,262
shares
|
$4.42 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
99,986
shares
|
$4.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
92,515
shares
|
$3.89 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.44%
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
84,018
shares
|
$3.53 Million
0.02% of portfolio
|
Q2 2025
Added 0.13%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
78,695
shares
|
$3.31 Million
0.06% of portfolio
|
Q2 2025
Reduced 63.76%
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
76,201
shares
|
$3.2 Million
1.51% of portfolio
|
Q2 2025
Added 3.46%
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
72,808
shares
|
$3.06 Million
0.64% of portfolio
|
Q4 2024
Added 41.55%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
71,993
shares
|
$3.02 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
70,836
shares
|
$2.98 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
68,801
shares
|
$2.89 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.64%
|
|
Brendel Financial Advisors LLC
|
Jul 11, 2025 Q2 2025 |
66,278
shares
|
$2.78 Million
1.55% of portfolio
|
Q2 2025
Added 3.19%
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
66,053
shares
|
$2.77 Million
0.26% of portfolio
|
Q2 2025
Added 7.39%
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
64,272
shares
|
$2.7 Million
0.09% of portfolio
|
Q2 2025
Reduced 14.14%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
63,364
shares
|
$2.66 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
63,102
shares
|
$2.65 Million
0.98% of portfolio
|
Q1 2025
Added 4.83%
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jul 30, 2025 Q2 2025 |
61,400
shares
|
$2.58 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
57,821
shares
|
$2.43 Million
0.01% of portfolio
|
Q2 2025
Added 3.62%
|