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 |
|---|---|---|---|---|---|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
7,053
shares
|
$292,981
0.23% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,344
shares
|
$263,529
0.01% of portfolio
|
Q3 2024
Reduced 23.58%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
6,330
shares
|
$262,948
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
6,290
shares
|
$261,286
0.0% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
6,239
shares
|
$259,168
0.1% of portfolio
|
Q4 2023
Reduced 38.63%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
6,126
shares
|
$254,474
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
6,126
shares
|
$254,474
0.03% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
6,075
shares
|
$252,355
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,788
shares
|
$240,433
0.0% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
5,720
shares
|
$237,608
0.01% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
5,663
shares
|
$235,241
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
5,582
shares
|
$231,876
0.16% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
5,573
shares
|
$231,502
0.02% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
5,568
shares
|
$231,294
0.03% of portfolio
|
Q2 2024
Reduced 40.37%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
5,560
shares
|
$230,962
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,534
shares
|
$229,882
0.01% of portfolio
|
Q1 2024
Reduced 45.09%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
5,509
shares
|
$228,843
0.02% of portfolio
|
Q3 2024
Reduced 17.18%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Nov 14, 2024 Q3 2024 |
5,408
shares
|
$224,648
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
5,375
shares
|
$223,277
0.0% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
5,235
shares
|
$217,461
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
4,807
shares
|
$199,682
0.01% of portfolio
|
Q2 2024
Reduced 3.99%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
4,344
shares
|
$180,449
0.05% of portfolio
|
Q2 2023
Reduced 9.86%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
4,022
shares
|
$167,073
0.01% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,509
shares
|
$145,763
0.0% of portfolio
|
Q3 2024
Added 49.32%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
3,070
shares
|
$127,527
0.06% of portfolio
|
Q3 2024
Reduced 33.13%
|