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 222 institutions that hold shares in the stock, with a total of 32 Million shares, which have been reported (via 13F filing form) to have a value of $1.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
6,800,284
shares
|
$282 Million
0.54% of portfolio
|
Q3 2024
Added 57296.05%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
5,311,496
shares
|
$221 Million
0.02% of portfolio
|
Q3 2024
Added 22.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
3,181,209
shares
|
$132 Million
0.06% of portfolio
|
Q3 2024
Added 26.58%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
2,803,142
shares
|
$116 Million
0.12% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,085,608
shares
|
$86.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.07%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
1,673,383
shares
|
$69.5 Million
0.8% of portfolio
|
Q2 2023
Added 5251.74%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,049,954
shares
|
$43.6 Million
0.01% of portfolio
|
Q3 2024
Added 16.97%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
712,389
shares
|
$29.6 Million
0.01% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
420,836
shares
|
$17.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.39%
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
337,140
shares
|
$14 Million
0.5% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
307,171
shares
|
$12.8 Million
0.44% of portfolio
|
Q3 2024
Reduced 12.77%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
305,406
shares
|
$12.7 Million
1.12% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
303,830
shares
|
$12.6 Million
0.0% of portfolio
|
Q3 2024
Added 18.41%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
280,616
shares
|
$11.7 Million
0.01% of portfolio
|
Q3 2024
Added 28.06%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
228,473
shares
|
$9.49 Million
0.22% of portfolio
|
Q3 2024
Reduced 32.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
212,117
shares
|
$8.81 Million
0.02% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
208,021
shares
|
$8.64 Million
0.26% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
188,195
shares
|
$7.82 Million
0.92% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
176,396
shares
|
$7.33 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
165,773
shares
|
$6.89 Million
1.12% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
164,262
shares
|
$6.82 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.64%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
160,778
shares
|
$6.68 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
121,910
shares
|
$5.06 Million
0.08% of portfolio
|
Q3 2024
Added 10.51%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
119,591
shares
|
$4.97 Million
0.32% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
105,301
shares
|
$4.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.23%
|