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 234 institutions that hold shares in the stock, with a total of 25.4 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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
146,538
shares
|
$6.11 Million
0.03% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
119,189
shares
|
$4.97 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.45%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Oct 31, 2025 Q3 2025 |
119,022
shares
|
$4.97 Million
2.03% of portfolio
|
Q3 2025
Added 11.8%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
112,424
shares
|
$4.69 Million
1.18% of portfolio
|
Q3 2025
Reduced 8.18%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
106,170
shares
|
$4.43 Million
0.06% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
99,986
shares
|
$4.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
86,553
shares
|
$3.61 Million
0.02% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
86,272
shares
|
$3.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
78,297
shares
|
$3.27 Million
0.01% of portfolio
|
Q3 2025
Added 35.41%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
77,459
shares
|
$3.23 Million
1.44% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
77,265
shares
|
$3.22 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
74,069
shares
|
$3.09 Million
0.01% of portfolio
|
Q3 2025
Added 7.66%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
72,808
shares
|
$3.04 Million
0.64% of portfolio
|
Q4 2024
Added 41.55%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
72,242
shares
|
$3.01 Million
0.26% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
70,902
shares
|
$2.96 Million
0.19% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Brendel Financial Advisors LLC
|
Oct 20, 2025 Q3 2025 |
65,794
shares
|
$2.74 Million
1.43% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Oct 30, 2025 Q3 2025 |
62,718
shares
|
$2.62 Million
1.05% of portfolio
|
Q3 2025
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
62,658
shares
|
$2.61 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
62,297
shares
|
$2.6 Million
0.9% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
61,728
shares
|
$2.58 Million
0.05% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
61,643
shares
|
$2.57 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
59,779
shares
|
$2.49 Million
0.9% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
57,559
shares
|
$2.4 Million
1.35% of portfolio
|
Q4 2025
Reduced 69.32%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
55,872
shares
|
$2.33 Million
0.01% of portfolio
|
Q3 2025
Added 83.12%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
55,031
shares
|
$2.3 Million
0.0% of portfolio
|
Q3 2025
Added 2.49%
|
|