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 |
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
18,021
shares
|
$756,882
0.04% of portfolio
|
Q2 2025
New holding
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
17,809
shares
|
$747,978
0.4% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
17,655
shares
|
$741,510
0.0% of portfolio
|
Q2 2025
Reduced 12.65%
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
17,541
shares
|
$736,722
0.02% of portfolio
|
Q2 2025
Reduced 19.76%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
17,273
shares
|
$725,466
0.03% of portfolio
|
Q2 2025
Added 3.6%
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
17,095
shares
|
$717,990
1.17% of portfolio
|
Q3 2023
Added 10.83%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
16,835
shares
|
$707,070
0.01% of portfolio
|
Q2 2025
Added 14.35%
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
16,684
shares
|
$700,728
0.0% of portfolio
|
Q2 2025
New holding
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
16,530
shares
|
$694,260
0.0% of portfolio
|
Q2 2025
New holding
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
16,202
shares
|
$680,484
0.01% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
16,184
shares
|
$679,728
0.29% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
15,907
shares
|
$668,094
0.08% of portfolio
|
Q2 2025
Added 10.74%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
15,872
shares
|
$666,624
0.03% of portfolio
|
Q2 2025
Reduced 31.1%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
15,117
shares
|
$634,914
0.02% of portfolio
|
Q3 2022
Reduced 4.06%
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
14,853
shares
|
$623,826
0.03% of portfolio
|
Q2 2025
Added 0.68%
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
14,686
shares
|
$616,812
0.05% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
14,576
shares
|
$612,192
0.27% of portfolio
|
Q2 2025
Reduced 23.54%
|
|
Ramiah Investment Group
Brookfield, WI |
Apr 30, 2025 Q1 2025 |
14,536
shares
|
$610,512
0.65% of portfolio
|
Q1 2025
Added 1.82%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
13,969
shares
|
$586,698
0.01% of portfolio
|
Q2 2025
Added 38.44%
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jul 14, 2025 Q2 2025 |
13,794
shares
|
$579,348
0.5% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
13,381
shares
|
$562,002
0.01% of portfolio
|
Q2 2025
Added 11.3%
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
13,051
shares
|
$548,142
0.16% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
Fairway Financial, LLC
Casselberry, FL |
Aug 06, 2025 Q2 2025 |
12,781
shares
|
$536,802
0.45% of portfolio
|
Q2 2025
Added 0.57%
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
12,571
shares
|
$527,982
0.1% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
12,116
shares
|
$508,872
0.0% of portfolio
|
Q2 2025
New holding
|