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 |
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,534
shares
|
$232,428
0.01% of portfolio
|
Q1 2024
Reduced 45.09%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
5,478
shares
|
$230,076
0.03% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
5,203
shares
|
$218,526
0.14% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Aug 05, 2025 Q2 2025 |
5,129
shares
|
$215,418
0.14% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
4,819
shares
|
$202,398
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,797
shares
|
$201,474
0.01% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
4,374
shares
|
$183,708
0.0% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
4,361
shares
|
$183,162
0.14% of portfolio
|
Q2 2025
Added 15.95%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
4,344
shares
|
$182,448
0.05% of portfolio
|
Q2 2023
Reduced 9.86%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
4,067
shares
|
$170,814
0.0% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
3,996
shares
|
$167,832
0.0% of portfolio
|
Q2 2025
Added 249.3%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,656
shares
|
$153,552
0.0% of portfolio
|
Q2 2025
Reduced 21.38%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
3,228
shares
|
$135,576
0.06% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
2,780
shares
|
$116,760
0.0% of portfolio
|
Q2 2025
Reduced 14.44%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
2,733
shares
|
$114,786
0.05% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,637
shares
|
$110,754
0.0% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,576
shares
|
$108,192
0.01% of portfolio
|
Q2 2025
Added 7055.56%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,199
shares
|
$92,358
0.01% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,080
shares
|
$87,360
0.0% of portfolio
|
Q1 2025
Reduced 56.73%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,025
shares
|
$85,050
0.0% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
2,005
shares
|
$84,210
0.0% of portfolio
|
Q2 2025
Added 87.73%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
2,000
shares
|
$84,000
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,951
shares
|
$81,942
0.0% of portfolio
|
Q2 2025
Added 37.01%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,795
shares
|
$75,390
0.06% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
1,355
shares
|
$56,910
0.01% of portfolio
|
Q2 2021
Reduced 21.45%
|