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 |
|---|---|---|---|---|---|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
5,568
shares
|
$230,904
0.03% of portfolio
|
Q2 2024
Reduced 40.37%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
5,560
shares
|
$230,573
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,534
shares
|
$229,494
0.01% of portfolio
|
Q1 2024
Reduced 45.09%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Nov 14, 2024 Q3 2024 |
5,408
shares
|
$224,269
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
5,296
shares
|
$219,625
0.01% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
5,216
shares
|
$216,307
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
4,875
shares
|
$202,166
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
4,807
shares
|
$199,346
0.01% of portfolio
|
Q2 2024
Reduced 3.99%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
4,344
shares
|
$180,145
0.05% of portfolio
|
Q2 2023
Reduced 9.86%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
4,076
shares
|
$169,031
0.01% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
3,321
shares
|
$137,721
0.0% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
3,013
shares
|
$124,949
0.05% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
2,939
shares
|
$121,880
0.05% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
2,894
shares
|
$120,014
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,445
shares
|
$101,394
0.0% of portfolio
|
Q3 2024
Added 136.46%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,936
shares
|
$80,285
0.01% of portfolio
|
Q3 2024
Added 122.02%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,800
shares
|
$74,646
0.0% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,795
shares
|
$74,438
0.06% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,721
shares
|
$71,369
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,576
shares
|
$65,356
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,429
shares
|
$59,260
0.0% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,424
shares
|
$59,053
0.0% of portfolio
|
Q4 2024
Reduced 31.17%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
1,355
shares
|
$56,191
0.01% of portfolio
|
Q2 2021
Reduced 21.45%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
1,268
shares
|
$52,583
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,253
shares
|
$51,961
0.0% of portfolio
|
Q4 2024
Added 93.36%
|