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 233 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 Wave Wealth Advisors LLC
Springdale, AR |
Oct 17, 2025 Q3 2025 |
16,184
shares
|
$675,196
0.29% of portfolio
|
Q3 2025
Reduced 7.19%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
15,877
shares
|
$662,388
0.03% of portfolio
|
Q3 2025
Reduced 11.9%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
15,253
shares
|
$636,355
0.0% of portfolio
|
Q3 2025
Reduced 35.81%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
15,117
shares
|
$630,681
0.02% of portfolio
|
Q3 2022
Reduced 4.06%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
14,768
shares
|
$616,120
0.04% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
14,559
shares
|
$607,401
0.0% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
14,509
shares
|
$605,315
0.6% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
14,403
shares
|
$600,893
0.03% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
14,346
shares
|
$598,515
0.02% of portfolio
|
Q3 2025
Reduced 89.85%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
14,316
shares
|
$597,263
0.26% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Oct 24, 2025 Q3 2025 |
14,264
shares
|
$595,094
0.47% of portfolio
|
Q3 2025
Added 11.6%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
14,017
shares
|
$584,789
0.01% of portfolio
|
Q3 2025
Reduced 25.88%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Oct 20, 2025 Q3 2025 |
13,939
shares
|
$581,535
0.48% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
12,605
shares
|
$525,880
0.09% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
12,577
shares
|
$524,712
0.0% of portfolio
|
Q3 2025
Added 15.46%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Nov 14, 2025 Q3 2025 |
12,503
shares
|
$521,625
0.21% of portfolio
|
Q3 2025
Reduced 57.21%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
12,467
shares
|
$520,123
0.14% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
12,341
shares
|
$514,866
0.01% of portfolio
|
Q3 2025
Added 157.26%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
12,194
shares
|
$508,733
0.01% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
11,848
shares
|
$494,298
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
11,681
shares
|
$487,331
0.36% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
11,535
shares
|
$481,240
0.03% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
11,342
shares
|
$473,188
0.0% of portfolio
|
Q4 2025
Added 62.1%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
11,187
shares
|
$466,721
0.0% of portfolio
|
Q3 2025
Added 179.95%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
10,910
shares
|
$455,165
0.16% of portfolio
|
Q3 2025
Reduced 0.17%
|
|