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 |
|---|---|---|---|---|---|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
10,529
shares
|
$439,269
0.02% of portfolio
|
Q3 2025
Added 54.86%
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
10,177
shares
|
$424,584
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
10,080
shares
|
$420,537
0.17% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
10,000
shares
|
$417,200
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
9,857
shares
|
$411,234
0.02% of portfolio
|
Q3 2025
Reduced 37.9%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
9,812
shares
|
$409,356
0.24% of portfolio
|
Q2 2024
Reduced 68.98%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
9,644
shares
|
$402,347
0.03% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
9,475
shares
|
$395,297
0.0% of portfolio
|
Q3 2025
Added 14.38%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
9,457
shares
|
$394,546
0.03% of portfolio
|
Q4 2023
Added 1.01%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
9,412
shares
|
$392,668
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,383
shares
|
$391,458
0.0% of portfolio
|
Q1 2025
Added 19.3%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
9,095
shares
|
$379,443
0.0% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
9,051
shares
|
$377,607
0.21% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
8,729
shares
|
$364,173
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
8,606
shares
|
$359,042
0.17% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
8,595
shares
|
$358,583
0.15% of portfolio
|
Q3 2025
Reduced 14.86%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
8,493
shares
|
$354,327
0.01% of portfolio
|
Q3 2025
Added 14.25%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
8,144
shares
|
$339,767
0.02% of portfolio
|
Q3 2025
Reduced 27.43%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
8,031
shares
|
$335,053
0.04% of portfolio
|
Q3 2025
Reduced 62.67%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
7,687
shares
|
$320,701
0.03% of portfolio
|
Q3 2025
Reduced 14.48%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
7,531
shares
|
$314,193
0.01% of portfolio
|
Q3 2025
Reduced 18.54%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
7,450
shares
|
$310,814
0.01% of portfolio
|
Q3 2025
Reduced 9.15%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
7,308
shares
|
$304,889
0.01% of portfolio
|
Q3 2025
Reduced 45.39%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
7,277
shares
|
$303,596
0.01% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
7,172
shares
|
$299,215
0.04% of portfolio
|
Q4 2021
New holding
|
|