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 233 institutions that hold shares in the stock, with a total of 25.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
7,172
shares
|
$299,215
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
7,097
shares
|
$296,086
0.13% of portfolio
|
Q3 2025
Reduced 8.85%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
6,974
shares
|
$290,955
0.03% of portfolio
|
Q3 2025
Reduced 38.47%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 20, 2026 Q4 2025 |
6,750
shares
|
$281,610
0.1% of portfolio
|
Q4 2025
Added 0.63%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
6,622
shares
|
$276,269
0.1% of portfolio
|
Q3 2025
Reduced 7.38%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
6,547
shares
|
$273,140
0.0% of portfolio
|
Q4 2025
Reduced 7.88%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
6,542
shares
|
$272,932
0.09% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Capital Performance Advisors LLP
|
Jan 16, 2026 Q4 2025 |
6,462
shares
|
$269,594
0.03% of portfolio
|
Q4 2025
Reduced 6.83%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
6,399
shares
|
$266,966
0.02% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
6,276
shares
|
$261,834
0.13% of portfolio
|
Q4 2025
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
6,126
shares
|
$255,576
0.03% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
6,063
shares
|
$252,948
0.0% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
5,949
shares
|
$248,192
0.02% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
5,921
shares
|
$247,024
0.18% of portfolio
|
Q3 2025
Reduced 16.66%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
5,878
shares
|
$245,230
0.07% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
5,560
shares
|
$231,963
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,534
shares
|
$230,878
0.01% of portfolio
|
Q1 2024
Reduced 45.09%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
5,478
shares
|
$228,542
0.03% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,325
shares
|
$222,159
0.0% of portfolio
|
Q3 2025
Reduced 43.66%
|
|
|
Ascent Group, LLC
|
Jan 20, 2026 Q4 2025 |
5,249
shares
|
$218,988
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
5,240
shares
|
$218,612
0.16% of portfolio
|
Q3 2025
Added 8.74%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
5,167
shares
|
$215,567
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 10, 2025 Q3 2025 |
5,154
shares
|
$215,024
0.13% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
4,924
shares
|
$205,429
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
4,786
shares
|
$199,671
0.01% of portfolio
|
Q3 2025
Reduced 41.38%
|
|