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 $1.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
101,700
shares
|
$4.22 Million
0.01% of portfolio
|
Q3 2024
Added 44.67%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
99,986
shares
|
$4.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
99,456
shares
|
$4.13 Million
0.01% of portfolio
|
Q3 2024
Added 36.16%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
99,143
shares
|
$4.12 Million
1.81% of portfolio
|
Q3 2024
Added 93.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
97,700
shares
|
$4.06 Million
0.01% of portfolio
|
Q3 2024
Added 10.33%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
95,130
shares
|
$3.95 Million
0.01% of portfolio
|
Q3 2024
Reduced 77.97%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
90,329
shares
|
$3.75 Million
0.03% of portfolio
|
Q3 2024
Added 10.45%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
84,806
shares
|
$3.52 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.38%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
80,288
shares
|
$3.34 Million
0.95% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
75,497
shares
|
$3.14 Million
1.46% of portfolio
|
Q3 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
75,497
shares
|
$3.14 Million
1.46% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
75,449
shares
|
$3.13 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Janney Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
74,276
shares
|
$3.09 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
73,687
shares
|
$3.06 Million
0.01% of portfolio
|
Q3 2024
Added 70.53%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
73,461
shares
|
$3.05 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
71,736
shares
|
$2.98 Million
0.02% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
70,906
shares
|
$2.95 Million
1.0% of portfolio
|
Q3 2024
Added 132.68%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
70,355
shares
|
$2.92 Million
0.04% of portfolio
|
Q3 2024
Added 660.51%
|
|
|
Brendel Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
69,752
shares
|
$2.9 Million
1.66% of portfolio
|
Q3 2024
Reduced 10.81%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
69,106
shares
|
$2.87 Million
0.11% of portfolio
|
Q3 2024
Added 1121.39%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Nov 04, 2024 Q3 2024 |
69,106
shares
|
$2.87 Million
1.28% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
67,599
shares
|
$2.81 Million
0.12% of portfolio
|
Q3 2024
Added 130.78%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
66,838
shares
|
$2.78 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
62,592
shares
|
$2.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Nov 12, 2024 Q3 2024 |
62,035
shares
|
$2.58 Million
1.41% of portfolio
|
Q3 2024
Added 7.07%
|