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 |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
313
shares
|
$13,002
0.0% of portfolio
|
Q2 2023
Reduced 49.92%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
230
shares
|
$9,554
0.0% of portfolio
|
Q3 2024
Reduced 28.79%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
200
shares
|
$8,308
0.0% of portfolio
|
Q2 2023
Reduced 83.65%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
170
shares
|
$7,061
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
145
shares
|
$6,023
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
134
shares
|
$5,566
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
131
shares
|
$5,441
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
114
shares
|
$4,735
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
103
shares
|
$4,278
0.0% of portfolio
|
Q2 2024
Reduced 48.5%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
101
shares
|
$4,195
0.0% of portfolio
|
Q3 2024
Reduced 93.5%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
99
shares
|
$4,112
0.0% of portfolio
|
Q3 2024
Added 59.68%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
60
shares
|
$2,492
0.0% of portfolio
|
Q3 2024
Reduced 98.41%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
58
shares
|
$2,409
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
53
shares
|
$2,201
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
46
shares
|
$1,910
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
45
shares
|
$1,869
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
35
shares
|
$1,453
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
34
shares
|
$1,412
0.0% of portfolio
|
Q3 2024
Reduced 15.0%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
23
shares
|
$955
0.0% of portfolio
|
Q4 2022
Reduced 91.87%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
21
shares
|
$872
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
14
shares
|
$581
0.0% of portfolio
|
Q4 2020
Reduced 93.61%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
2
shares
|
$83
0.0% of portfolio
|
Q3 2024
Reduced 94.29%
|