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 |
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
8,699
shares
|
$365,358
0.17% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
8,284
shares
|
$347,928
0.0% of portfolio
|
Q2 2025
Reduced 11.71%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
8,200
shares
|
$344,400
0.01% of portfolio
|
Q2 2025
Reduced 21.15%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
8,165
shares
|
$342,930
0.02% of portfolio
|
Q2 2025
Reduced 10.35%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
8,131
shares
|
$341,502
0.03% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
7,847
shares
|
$329,574
0.02% of portfolio
|
Q2 2025
Reduced 36.9%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
7,786
shares
|
$327,012
0.15% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Aug 11, 2025 Q2 2025 |
7,614
shares
|
$319,788
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
7,531
shares
|
$316,302
0.0% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
7,434
shares
|
$312,228
0.01% of portfolio
|
Q2 2025
Added 19.71%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
7,172
shares
|
$301,224
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
7,150
shares
|
$300,300
0.14% of portfolio
|
Q1 2025
Added 20.17%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
7,105
shares
|
$298,410
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
7,105
shares
|
$298,410
0.23% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
7,077
shares
|
$297,234
0.12% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
7,010
shares
|
$294,420
0.1% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
6,940
shares
|
$291,480
0.01% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
6,799
shares
|
$285,558
0.02% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
6,425
shares
|
$269,850
0.02% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
6,303
shares
|
$264,726
0.05% of portfolio
|
Q2 2025
Reduced 39.41%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
6,126
shares
|
$257,292
0.03% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
5,949
shares
|
$249,858
0.02% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
5,898
shares
|
$247,716
0.0% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
5,878
shares
|
$246,876
0.08% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
5,560
shares
|
$233,520
0.1% of portfolio
|
Q3 2023
New holding
|