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 25.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
19,272
shares
|
$800,751
0.05% of portfolio
|
Q4 2024
Reduced 42.54%
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
18,647
shares
|
$774,782
0.51% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
18,394
shares
|
$764,270
0.11% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
18,219
shares
|
$756,999
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
18,082
shares
|
$751,307
0.34% of portfolio
|
Q4 2024
Reduced 11.66%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
17,835
shares
|
$741,044
0.42% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
17,533
shares
|
$728,496
0.01% of portfolio
|
Q4 2024
Reduced 11.08%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
17,095
shares
|
$710,297
1.17% of portfolio
|
Q3 2023
Added 10.83%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
16,638
shares
|
$691,308
0.0% of portfolio
|
Q4 2024
Reduced 14.64%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
15,800
shares
|
$656,490
0.03% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
15,608
shares
|
$648,512
0.01% of portfolio
|
Q4 2024
Reduced 19.49%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
15,511
shares
|
$644,482
0.04% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
15,461
shares
|
$642,404
0.04% of portfolio
|
Q3 2024
Added 35.78%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
15,362
shares
|
$638,291
0.13% of portfolio
|
Q4 2024
Reduced 7.02%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 22, 2025 Q4 2024 |
15,299
shares
|
$635,673
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
15,117
shares
|
$628,111
0.02% of portfolio
|
Q3 2022
Reduced 4.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
15,084
shares
|
$626,740
0.0% of portfolio
|
Q4 2024
Added 2275.43%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,827
shares
|
$616,061
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
14,403
shares
|
$598,444
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Ramiah Investment Group
Brookfield, WI |
Feb 10, 2025 Q4 2023 |
14,276
shares
|
$593,167
0.64% of portfolio
|
Q4 2023
Added 0.98%
|
|
|
Edge Rock Capital LLC
|
Feb 04, 2025 Q4 2024 |
13,942
shares
|
$579,290
0.39% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
13,530
shares
|
$562,171
0.02% of portfolio
|
Q4 2024
Added 13.03%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
12,947
shares
|
$537,947
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
12,726
shares
|
$528,765
0.3% of portfolio
|
Q4 2024
Added 26.24%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
12,678
shares
|
$526,770
0.03% of portfolio
|
Q4 2024
Added 22.75%
|