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 |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
11,970
shares
|
$496,395
0.02% of portfolio
|
Q3 2024
Added 22.81%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
11,960
shares
|
$495,981
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
11,882
shares
|
$492,746
0.12% of portfolio
|
Q1 2024
Added 8.71%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
11,848
shares
|
$491,336
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
11,797
shares
|
$489,221
0.37% of portfolio
|
Q4 2024
Added 12.44%
|
|
|
Black Point Wealth Management
Naples, FL |
Jan 17, 2025 Q4 2024 |
11,592
shares
|
$480,720
0.55% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
11,457
shares
|
$475,121
0.28% of portfolio
|
Q4 2024
Reduced 12.29%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
11,098
shares
|
$460,234
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
10,759
shares
|
$446,175
0.04% of portfolio
|
Q4 2024
Reduced 99.84%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
10,670
shares
|
$442,484
0.0% of portfolio
|
Q4 2024
Reduced 79.37%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
10,514
shares
|
$436,015
0.04% of portfolio
|
Q4 2024
Reduced 6.79%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
10,081
shares
|
$418,059
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
10,072
shares
|
$417,685
0.04% of portfolio
|
Q4 2024
Added 8.27%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
9,812
shares
|
$406,903
0.24% of portfolio
|
Q2 2024
Reduced 68.98%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
9,755
shares
|
$404,539
0.1% of portfolio
|
Q4 2024
Reduced 57.67%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
9,746
shares
|
$404,166
0.0% of portfolio
|
Q3 2024
Added 56.71%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
9,457
shares
|
$392,181
0.03% of portfolio
|
Q4 2023
Added 1.01%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
9,270
shares
|
$384,426
0.0% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Feb 03, 2025 Q4 2024 |
9,180
shares
|
$380,694
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
8,741
shares
|
$362,489
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,727
shares
|
$361,908
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
8,489
shares
|
$352,038
0.18% of portfolio
|
Q4 2024
Added 34.11%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
8,172
shares
|
$338,892
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
7,851
shares
|
$325,580
0.15% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
7,836
shares
|
$324,958
0.01% of portfolio
|
Q4 2024
Reduced 4.5%
|