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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
   Wright Fund Managment LLC 45 - 2024-03-31 126,200 $5,203,000 0
   HBW Advisory Services LLC 17 - 2024-03-31 124,290 $5,167,000 0
   Manhattan West Asset Management LLC 75 - 2024-03-31 26,553 $1,095,000 0
   Walker Asset Management LLC 33 - 2024-03-31 20,722 $854,000 0
   ADVISORY SERVICES NETWORK, LLC 905 - 2024-03-31 13,826 $570,000 0
   Flaharty Asset Management LLC 89 - 2024-03-31 7,172 $296,000 0
   LEVEL FOUR ADVISORY SERVICES LLC 637 - 2024-03-31 6,505 $270,000 0
   Beacon Pointe Advisors LLC 1134 - 2024-03-31 6,314 $260,000 0
   Running Point Capital Advisors LLC 82 - 2024-03-31 6,239 $257,000 0
   Diversified LLC 139 - 2024-03-31 6,185 $255,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 304 - 2024-03-31 1,479 $61,000 0
   Aptus Capital Advisors LLC 856 - 2024-03-31 1,479 $61,000 0
   CITY HOLDING CO 307 - 2024-03-31 1,355 $56,000 0
   Archer Investment Corp 465 - 2024-03-31 700 $29,000 0
   Migdal Insurance & Financial Holdings Ltd. 290 - 2024-03-31 620 $26,000 0
   VisionPoint Advisory Group LLC 387 - 2024-03-31 458 $19,000 0
   PNC FINANCIAL SERVICES GROUP INC 3530 - 2024-03-31 375 $15,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 650 - 2022-12-31 382 $15,000 0
   TD Waterhouse Canada Inc. 1302 - 2024-03-31 345 $14,000 0
   MTM Investment Management LLC 254 - 2024-03-31 320 $13,000 0
   GPS Wealth Strategies Group LLC 901 - 2024-03-31 200 $8,000 0
   GAMMA Investing LLC 2301 - 2024-03-31 139 $6,000 0
   Tyler-Stone Wealth Management 773 - 2024-03-31 84 $3,000 0
   BLAIR WILLIAM & CO/IL 1750 - 2024-03-31 46 $2,000 0
   Semmax Financial Advisors Inc. 339 - 2024-03-31 14 $1,000 0
   Hexagon Capital Partners LLC 1310 - 2024-03-31 23 $1,000 0
   EverSource Wealth Advisors LLC 2442 - 2024-03-31 35 $1,000 0
   Creekmur Asset Management LLC 748 - 2024-03-31 32 $1,000 0
   FMR LLC 4764 - 2024-03-31 1 $0 0
   PSI Advisors LLC 770 - 2024-03-31 3 $0 0
  30 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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