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Get Institutions for : 
First Trust Tactical High Yield (HYLS)  
$40.79 0.15 (0.37%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 194    5
Total shares held : 
 22,698,017  
% of shares held : 
 50.95%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -24  
Amount of shares held : 
 -795,376  
% of shares held change : 
   -1.79%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $41.31  
Last Quarter's Ending Price : 
 $41.23  
Last Quarter's Average Price : 
 $41.17  
Change from last quarter's     
avg. price to the last closing  : 
0.38 (0.92%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 213,859
 0.94%
 
Increased Positions :
69
 1,357,366
 5.98%
 
Unchanged Positions :
27
 216,923
 0.96%
 
Decreased Positions :
88
-2,144,296
-9.45%
 
Closed Positions :
15
-222,305
-0.98%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 878 - 2024-03-31 4,094,393 $168,812,000 312,418
   LPL FINANCIAL CORP 320 - 2024-03-31 2,381,800 $98,202,000 261,655
   WELLS FARGO & CO/MN 503 - 2024-03-31 2,239,967 $92,354,000 204,264
   ROYAL BANK OF CANADA 973 - 2024-03-31 677,674 $27,941,000 17,857
   BANK OF AMERICA CORP /DE/ 1754 - 2024-03-31 605,994 $24,985,000 244,065
   COMMONWEALTH EQUITY SERVICES LLC. 554 - 2024-03-31 413,102 $17,032,000 28,627
   Kingsview Wealth Management LLC 58 - 2024-03-31 325,969 $13,440,000 18,531
   KMG FIDUCIARY PARTNERS LLC 20 - 2024-03-31 261,451 $10,780,000 33,048
   Private Advisor Group LLC 253 - 2024-03-31 248,121 $10,230,000 3,769
   Cetera Investment Advisers 709 - 2024-03-31 214,933 $8,862,000 149,331
   RAYMOND JAMES & ASSOCIATES 1236 - 2024-03-31 213,897 $8,819,000 47
   PROSPERA FINANCIAL SERVICES 87 - 2023-12-31 185,106 $7,695,000 112,493
   STIFEL FINANCIAL CORP 926 - 2024-03-31 180,314 $7,434,000 4,063
   Clear Creek Financial Management LLC 26 - 2024-03-31 167,150 $6,892,000 84,864
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 992 - 2024-03-31 157,001 $6,473,000 7,633
   Concurrent Investment Advisors LLC 114 - 2024-03-31 122,277 $5,041,000 18,650
   CITIGROUP INC 1239 - 2024-03-31 116,457 $4,802,000 4,555
   Visionary Wealth Advisors 85 - 2024-03-31 112,352 $4,632,000 1,460
   FINANCIAL NETWORK 684 - 2024-03-31 104,014 $4,288,000 16,543
   H D Vest Advisory Services 368 - 2024-03-31 94,182 $3,883,000 10
   Kestra Advisory Services LLC 610 - 2024-03-31 93,450 $3,853,000 10,419
   Luken Investment Analytics LLC 18 - 2024-03-31 81,296 $3,352,000 3,110
   Goss Wealth Management LLC 528 - 2024-03-31 76,698 $3,162,000 8,220
   FLOW TRADERS U.S. LLC 109 - 2024-03-31 76,513 $3,155,000 76,513
   Elevated Capital Advisors LLC 34 - 2024-03-31 72,217 $2,978,000 5,060
   MULTIFINANCIAL SECURITIES CORP 657 - 2024-03-31 69,540 $2,867,000 22,761
   BB&T CORP 1133 - 2024-03-31 65,678 $2,708,000 111
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 711 - 2024-03-31 64,803 $2,672,000 29
   Atria Wealth Solutions Inc. 540 - 2024-03-31 64,204 $2,647,000 2,325
   Private Advisory Group LLC 78 - 2024-03-31 58,726 $2,421,000 15,668
   KESTRA PRIVATE WEALTH SERVICES LLC 347 - 2024-03-31 54,112 $2,231,000 8,105
   Quad-Cities Investment Group LLC 18 - 2024-03-31 53,394 $2,201,000 2,425
   EWG Elevate Inc. 42 - 2024-03-31 49,188 $2,028,000 836
   TAP Consulting LLC 67 - 2024-03-31 47,976 $1,978,000 640
   OPPENHEIMER & CO INC 523 - 2024-03-31 47,944 $1,977,000 12,025
   J.W. COLE ADVISORS INC. 218 - 2024-03-31 45,640 $1,882,000 5,839
   ATRIA INVESTMENTS LLC 708 - 2024-03-31 42,444 $1,750,000 5,765
   Ameritas Advisory Services LLC 266 - 2024-03-31 40,938 $1,669,000 8,595
   SIGNATURE SECURITIES GROUP CORPORATION 55 - 2024-03-31 40,007 $1,650,000 642
   DAVIDSON D A & CO 577 - 2024-03-31 39,924 $1,646,000 4,551
   Snowden Capital Advisors LLC 368 - 2024-03-31 38,468 $1,586,000 7,304
   Bennett Associates Wealth Management 18 - 2024-03-31 36,482 $1,504,000 2,060
   Chicago Partners Investment Group LLC 249 - 2024-03-31 36,299 $1,468,000 3,062
   Brookstone Capital Management 413 - 2024-03-31 34,038 $1,403,000 1,593
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 653 - 2024-03-31 33,953 $1,400,000 8,936
   CoreCap Advisors LLC 216 - 2023-12-31 31,717 $1,318,000 450
   ICA Group Wealth Management LLC 78 - 2024-03-31 31,628 $1,304,000 1,100
   Atlas Private Wealth Management 64 - 2024-03-31 31,084 $1,282,000 131
   Resources Investment Advisors Inc. 443 - 2024-03-31 30,259 $1,248,000 2,745
   Prostatis Group LLC 38 - 2023-03-31 31,268 $1,243,000 582
   COMERICA BANK 1465 - 2024-03-31 27,950 $1,152,000 1,054
   DAVENPORT & CO LLC 612 - 2024-03-31 23,134 $954,000 7,768
   Financial Advocates Investment Management 343 - 2024-03-31 19,953 $823,000 6,705
   SILVER OAK SECURITIES Inc 166 - 2024-03-31 19,918 $821,000 1,208
   BENJAMIN F. EDWARDS & COMPANY INC. 558 - 2024-03-31 18,909 $780,000 1,707
   IAMS WEALTH MANAGEMENT LLC 64 - 2024-03-31 18,048 $742,000 1,016
   Moloney Securities Asset Management LLC 210 - 2024-03-31 17,386 $717,000 392
   QP WEALTH MANAGEMENT LLC 30 - 2023-09-30 17,095 $671,000 1,670
   Capital Investment Advisory Services LLC 250 - 2024-03-31 15,931 $657,000 871
   Geneos Wealth Management Inc. 464 - 2024-03-31 13,984 $577,000 111
   Virtue Capital Management LLC 189 - 2024-03-31 13,819 $560,000 2,339
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 348 - 2024-03-31 13,341 $547,000 533
   EdgeRock Capital LLC 31 - 2024-03-31 13,140 $542,000 319
   Imprint Wealth LLC 167 - 2024-03-31 11,882 $487,000 952
   MML INVESTORS SERVICES LLC 1800 - 2024-03-31 11,586 $478,000 775
   PRIVATE TRUST CO NA 400 - 2024-03-31 10,872 $448,000 2,096
   Western Wealth Management LLC 399 - 2024-03-31 10,634 $438,000 985
   Garden State Investment Advisory Services LLC 123 - 2024-03-31 10,626 $436,000 3,760
   WEALTHSOURCE PARTNERS LLC 363 - 2023-12-31 9,457 $393,000 95
   Moors & Cabot Inc. 635 - 2024-03-31 8,125 $335,000 150
   Sunbelt Securities Inc. 403 - 2024-03-31 7,979 $329,000 11
   Collaborative Wealth Managment Inc. 115 - 2024-03-31 7,926 $327,000 9
   Accel Wealth Management 151 - 2024-03-31 7,742 $319,000 193
   Strategic Blueprint LLC 479 - 2024-03-31 7,461 $308,000 939
   Aurora Private Wealth Inc. 104 - 2024-03-31 7,294 $299,000 124
   ROI Financial Advisors LLC 56 - 2024-03-31 5,432 $224,000 101
   Equitable Holdings Inc. 1063 - 2024-03-31 5,311 $219,000 362
   Orion Portfolio Solutions LLC 1584 - 2024-03-31 5,181 $214,000 158
   DHJJ Financial Advisors Ltd. 140 - 2024-03-31 4,817 $199,000 319
   Steward Partners Investment Advisory LLC 1468 - 2024-03-31 4,436 $183,000 1,321
   Farther Finance Advisors LLC 766 - 2024-03-31 3,864 $158,000 2,390
   NBC SECURITIES INC. 922 - 2024-03-31 2,539 $114,000 15
   PRINCIPAL SECURITIES INC. 1337 - 2024-03-31 2,033 $84,000 234
   Coppell Advisory Solutions LLC 527 - 2023-12-31 1,023 $43,000 496
   BANK OF MONTREAL /CAN/ 3106 - 2024-03-31 755 $31,000 500
   CREATIVE FINANCIAL DESIGNS INC /ADV 948 - 2024-03-31 506 $21,000 153
   J P MORGAN CHASE & CO 5007 - 2024-03-31 282 $12,000 73
   OPTIMUM INVESTMENT ADVISORS 538 - 2024-03-31 200 $8,000 125
   Sound Income Strategies LLC 870 - 2024-03-31 134 $6,000 33
   TUCKER ASSET MANAGEMENT LLC 628 - 2023-12-31 99 $4,000 14
  90 Records found
  1    
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