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 |
|---|---|---|---|---|---|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
61,555
shares
|
$2.56 Million
1.32% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
60,770
shares
|
$2.52 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
60,428
shares
|
$2.51 Million
0.31% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
60,288
shares
|
$2.5 Million
0.08% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
57,157
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
56,656
shares
|
$2.35 Million
0.04% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
51,714
shares
|
$2.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.47%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
51,436
shares
|
$2.14 Million
0.44% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
49,162
shares
|
$2.04 Million
0.08% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
48,518
shares
|
$2.02 Million
0.09% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
47,450
shares
|
$1.97 Million
0.08% of portfolio
|
Q3 2024
Added 262.13%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
46,775
shares
|
$1.94 Million
0.34% of portfolio
|
Q3 2024
Reduced 8.81%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
43,998
shares
|
$1.83 Million
0.03% of portfolio
|
Q3 2024
Reduced 19.18%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
43,450
shares
|
$1.8 Million
0.06% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
41,784
shares
|
$1.74 Million
0.08% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
40,871
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
39,226
shares
|
$1.63 Million
0.03% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
39,119
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2024
Added 55.54%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Nov 07, 2024 Q3 2024 |
38,084
shares
|
$1.58 Million
1.31% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
37,281
shares
|
$1.55 Million
0.46% of portfolio
|
Q3 2024
Reduced 50.17%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
37,058
shares
|
$1.54 Million
0.8% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
36,598
shares
|
$1.52 Million
0.06% of portfolio
|
Q3 2024
Reduced 10.25%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
36,583
shares
|
$1.52 Million
0.07% of portfolio
|
Q3 2024
Reduced 15.98%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
36,393
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2024
Added 11.97%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
33,538
shares
|
$1.39 Million
0.12% of portfolio
|
Q3 2024
Reduced 26.3%
|