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 25.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bennett Associates Wealth Management
Butler, PA |
Oct 15, 2025 Q3 2025 |
52,230
shares
|
$2.18 Million
1.59% of portfolio
|
Q3 2025
Added 14.56%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
51,431
shares
|
$2.15 Million
0.01% of portfolio
|
Q3 2025
Added 98.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
50,668
shares
|
$2.11 Million
0.05% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
50,452
shares
|
$2.1 Million
0.08% of portfolio
|
Q3 2025
Added 5.76%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
49,905
shares
|
$2.08 Million
0.43% of portfolio
|
Q3 2025
Reduced 11.69%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
49,229
shares
|
$2.05 Million
0.01% of portfolio
|
Q3 2025
Added 20.92%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
49,109
shares
|
$2.05 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
48,362
shares
|
$2.02 Million
0.44% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
47,754
shares
|
$1.99 Million
0.06% of portfolio
|
Q3 2025
Added 16.92%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
46,754
shares
|
$1.95 Million
0.01% of portfolio
|
Q2 2025
Reduced 51.2%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
45,862
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2025
Added 389.14%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
43,786
shares
|
$1.83 Million
0.26% of portfolio
|
Q3 2025
Added 26.64%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
43,287
shares
|
$1.81 Million
0.65% of portfolio
|
Q3 2025
Added 21.53%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
42,939
shares
|
$1.79 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
40,818
shares
|
$1.7 Million
0.02% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Nov 06, 2025 Q3 2025 |
40,548
shares
|
$1.69 Million
0.79% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
40,024
shares
|
$1.67 Million
0.03% of portfolio
|
Q2 2025
Added 73.91%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
39,698
shares
|
$1.66 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Nov 03, 2025 Q3 2025 |
36,712
shares
|
$1.53 Million
1.28% of portfolio
|
Q3 2025
Reduced 10.77%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
36,288
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
33,443
shares
|
$1.4 Million
0.05% of portfolio
|
Q2 2020
Reduced 9.37%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
33,264
shares
|
$1.39 Million
0.48% of portfolio
|
Q3 2025
Added 31.58%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
32,750
shares
|
$1.37 Million
0.3% of portfolio
|
Q3 2025
Added 9.1%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Oct 31, 2025 Q3 2025 |
32,530
shares
|
$1.36 Million
0.98% of portfolio
|
Q3 2025
Added 9.77%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
31,084
shares
|
$1.3 Million
0.56% of portfolio
|
Q1 2024
Added 0.42%
|
|