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 |
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
30,019
shares
|
$1.26 Million
0.28% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
29,634
shares
|
$1.24 Million
1.0% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
29,247
shares
|
$1.23 Million
0.12% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
29,221
shares
|
$1.23 Million
0.54% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
29,094
shares
|
$1.22 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
28,846
shares
|
$1.21 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
26,553
shares
|
$1.12 Million
0.26% of portfolio
|
Q2 2023
Reduced 62.97%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
26,388
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2025
Reduced 51.46%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
25,959
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
Reduced 40.29%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
25,311
shares
|
$1.06 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
25,280
shares
|
$1.06 Million
0.42% of portfolio
|
Q2 2025
Added 27.68%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
24,961
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2025
Reduced 73.39%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
24,663
shares
|
$1.04 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
23,929
shares
|
$1.01 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
23,912
shares
|
$1 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
23,764
shares
|
$998,088
0.0% of portfolio
|
Q2 2025
Added 15.52%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
23,509
shares
|
$987,378
0.02% of portfolio
|
Q2 2024
Added 24.33%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
23,167
shares
|
$973,014
0.02% of portfolio
|
Q2 2025
Reduced 11.32%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
23,014
shares
|
$966,588
0.02% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
21,513
shares
|
$903,546
0.1% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
21,105
shares
|
$886,410
0.01% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
20,499
shares
|
$860,958
0.08% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
20,424
shares
|
$857,808
0.01% of portfolio
|
Q4 2024
Reduced 33.03%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
18,911
shares
|
$794,262
0.02% of portfolio
|
Q2 2025
Reduced 52.59%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
18,647
shares
|
$783,174
0.49% of portfolio
|
Q4 2024
Added 2.76%
|