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 25.4 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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
4,924
shares
|
$205,429
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
4,786
shares
|
$199,671
0.01% of portfolio
|
Q3 2025
Reduced 41.38%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
4,540
shares
|
$189,408
0.13% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
4,440
shares
|
$185,236
0.0% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
4,344
shares
|
$181,231
0.05% of portfolio
|
Q2 2023
Reduced 9.86%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
4,042
shares
|
$168,632
0.0% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,606
shares
|
$150,442
0.0% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
3,036
shares
|
$126,661
0.05% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
2,911
shares
|
$121,446
0.0% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,620
shares
|
$109,306
0.0% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
2,593
shares
|
$108,179
0.0% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
2,566
shares
|
$107,053
0.04% of portfolio
|
Q3 2025
Reduced 6.11%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
2,400
shares
|
$100,128
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,311
shares
|
$96,414
0.0% of portfolio
|
Q3 2025
Added 18.45%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,214
shares
|
$92,368
0.01% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
2,080
shares
|
$86,777
0.0% of portfolio
|
Q1 2025
Reduced 56.73%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,031
shares
|
$84,733
0.0% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
2,000
shares
|
$83,440
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,795
shares
|
$74,887
0.06% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,392
shares
|
$58,074
0.0% of portfolio
|
Q3 2025
Added 152.63%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
1,355
shares
|
$56,530
0.01% of portfolio
|
Q2 2021
Reduced 21.45%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,138
shares
|
$47,477
0.0% of portfolio
|
Q2 2025
Reduced 20.31%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
1,039
shares
|
$43,347
0.0% of portfolio
|
Q3 2025
Reduced 10.12%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
1,000
shares
|
$41,720
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
797
shares
|
$33,250
0.0% of portfolio
|
Q3 2025
Added 33.95%
|
|