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 |
|---|---|---|---|---|---|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
8,172
shares
|
$339,546
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
7,865
shares
|
$326,790
0.0% of portfolio
|
Q4 2024
Reduced 19.3%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
7,851
shares
|
$326,209
0.15% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
7,836
shares
|
$325,585
0.01% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
7,703
shares
|
$320,059
0.03% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
7,628
shares
|
$316,943
0.12% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
7,625
shares
|
$316,818
0.02% of portfolio
|
Q4 2024
Reduced 43.93%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
7,594
shares
|
$315,530
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
7,553
shares
|
$313,827
0.02% of portfolio
|
Q3 2024
Reduced 26.09%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
7,372
shares
|
$306,306
0.0% of portfolio
|
Q4 2024
Added 27.37%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
7,292
shares
|
$302,982
0.0% of portfolio
|
Q3 2024
Added 15.49%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
7,172
shares
|
$297,996
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,107
shares
|
$295,295
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
7,076
shares
|
$294,007
0.01% of portfolio
|
Q4 2024
Reduced 57.88%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
7,003
shares
|
$290,974
0.23% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
6,939
shares
|
$288,315
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
6,637
shares
|
$275,767
0.0% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,344
shares
|
$263,593
0.01% of portfolio
|
Q3 2024
Reduced 23.58%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
6,290
shares
|
$261,349
0.0% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
6,239
shares
|
$259,230
0.09% of portfolio
|
Q4 2023
Reduced 38.63%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
6,126
shares
|
$254,535
0.03% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
6,067
shares
|
$252,083
0.02% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Feb 13, 2025 Q4 2024 |
6,058
shares
|
$251,709
0.1% of portfolio
|
Q4 2024
Added 12.02%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
5,950
shares
|
$247,222
0.15% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
5,948
shares
|
$247,139
0.1% of portfolio
|
Q4 2024
Reduced 18.89%
|