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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
   FIRST TRUST ADVISORS LP 219 - 2024-03-31 2,526,359 $104,162,000 -82,984
   UBS Group AG 778 - 2024-03-31 1,117,345 $46,068,000 -11,546
   One Capital Management LLC 34 - 2024-03-31 612,271 $25,244,000 -552,884
   PARK NATIONAL CORP /OH/ 51 - 2024-03-31 378,233 $15,595,000 -21,984
   Csenge Advisory Group 28 - 2024-03-31 259,180 $10,686,000 -123,058
   ENVESTNET ASSET MANAGEMENT INC 1525 - 2024-03-31 241,569 $9,960,000 -6,404
   Arkadios Wealth Advisors 28 - 2024-03-31 206,214 $8,502,000 -4,697
   JANE STREET GROUP LLC 1015 - 2024-03-31 172,365 $7,107,000 -267,983
   JANNEY MONTGOMERY SCOTT LLC 647 - 2024-03-31 163,741 $6,751,000 -619
   Advisory Alpha LLC 58 - 2024-03-31 144,059 $5,940,000 -3,677
   Advisor Group Holdings Inc. 1005 - 2024-03-31 126,379 $5,211,000 -50,565
   HARBOUR INVESTMENTS INC. 92 - 2023-12-31 115,981 $4,821,000 -1,580
   Stratos Wealth Partners LTD. 261 - 2024-03-31 103,829 $4,281,000 -3,828
   Harwood Advisory Group LLC 28 - 2024-03-31 90,541 $3,733,000 -3,037
   INTL FCSTONE INC. 63 - 2024-03-31 82,788 $3,413,000 -5,353
   WEDBUSH MORGAN SECURITIES INC 130 - 2024-03-31 79,404 $3,274,000 -3,622
   Brendel Financial Advisors LLC - 2024-03-31 79,330 $3,271,000 -1,082
   JANNEY CAPITAL MANAGEMENT LLC 101 - 2024-03-31 77,401 $3,191,000 -1,787
   Tidemark LLC 13 - 2024-03-31 67,958 $2,802,000 -15,955
   Envestnet Portfolio Solutions Inc. 543 - 2024-03-31 66,792 $2,754,000 -506
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1079 - 2024-03-31 65,598 $2,705,000 -59,250
   CWM LLC 550 - 2024-03-31 63,671 $2,625,000 -14,990
   Blackhawk Capital Partners LLC. 23 - 2024-03-31 57,496 $2,371,000 -37,551
   RENAISSANCE TECHNOLOGIES LLC 1969 - 2024-03-31 53,607 $2,210,000 -16,093
   U.S. Capital Wealth Advisors LLC 244 - 2024-03-31 46,231 $1,906,000 -42
   Baird Financial Group Inc. 1003 - 2024-03-31 40,723 $1,679,000 -12,224
   Integrated Advisors Network LLC 226 - 2024-03-31 40,608 $1,674,000 -534
   Harvest Investment Services LLC 51 - 2024-03-31 32,873 $1,355,000 -16
   Spire Wealth Management 307 - 2024-03-31 32,666 $1,347,000 -1,061
   LVZ Advisors Inc. 38 - 2024-03-31 32,347 $1,334,000 -7,794
   COTTONWOOD CAPITAL ADVISORS LLC 27 - 2024-03-31 31,581 $1,276,000 -264
   BEACON FINANCIAL GROUP 141 - 2024-03-31 29,770 $1,227,000 -9,766
   Wagner Wealth Management LLC 41 - 2024-03-31 28,078 $1,158,000 -18,768
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2523 - 2024-03-31 24,958 $1,029,000 -73,046
   Miracle Mile Advisors LLC 279 - 2024-03-31 23,108 $953,000 -1,494
   Gladstone Institutional Advisory LLC 295 - 2024-03-31 22,743 $938,000 -1,626
   Legacy Capital Wealth Partners LLC 47 - 2024-03-31 23,112 $916,000 -23,138
   BlueChip Wealth Advisors LLC 42 - 2024-03-31 20,451 $843,000 -11,496
   MARINER WEALTH ADVISORS, LLC 1630 - 2024-03-31 20,415 $842,000 -4,983
   Walkner Condon Financial Advisors LLC 112 - 2024-03-31 18,410 $759,000 -1,626
   Murphy Middleton Hinkle & Parker Inc. 74 - 2024-03-31 17,231 $710,000 -2,876
   Rockefeller Capital Management L.P. 1383 - 2024-03-31 15,729 $649,000 -1,165
   RATHBONE BROTHERS PLC 380 - 2024-03-31 15,416 $636,000 -130
   OMNI 360 Wealth Inc. 52 - 2024-03-31 14,155 $584,000 -460
   PARK AVENUE SECURITIES LLC 906 - 2024-03-31 13,546 $559,000 -987
   MBE Wealth Management LLC 47 - 2024-03-31 12,197 $503,000 -2,597
   Wealthcare Advisory Partners LLC 540 - 2024-03-31 11,593 $478,000 -712
   PROEQUITIES INC. 462 - 2024-03-31 11,003 $454,000 -1,268
   RVW Wealth LLC 94 - 2024-03-31 10,997 $453,000 -117
   STEPHENS INC /AR/ 909 - 2024-03-31 9,534 $393,000 -670
   Waterloo Capital L.P. 253 - 2024-03-31 9,338 $385,000 -2,158
   IHT Wealth Management LLC 740 - 2024-03-31 8,608 $355,000 -527
   Mutual Advisors LLC 818 - 2024-03-31 8,170 $337,000 -3,551
   HIGHTOWER ADVISORS, LLC 2680 - 2024-03-31 6,806 $280,000 -598
   Integrated Wealth Concepts LLC 1346 - 2024-03-31 6,700 $276,000 -117
   CENTAURUS FINANCIAL INC. 562 - 2024-03-31 5,948 $245,000 -1,379
   We Are One Seven LLC 789 - 2024-03-31 5,841 $241,000 -1,241
   Capital Investment Advisors LLC 533 - 2024-03-31 5,795 $239,000 -2,373
   NewEdge Wealth LLC 720 - 2024-03-31 5,857 $238,000 -1,982
   InterOcean Capital Group LLC 430 - 2024-03-31 5,534 $228,000 -4,545
   Trilogy Capital Inc. 279 - 2024-03-31 5,381 $222,000 -14
   Paul Damon & Associates Inc. 67 - 2024-03-31 5,161 $213,000 -304
   Capital Analysts Inc. 434 - 2024-03-31 5,007 $206,000 -5,123
   Ten Capital Wealth Advisors LLC 142 - 2023-06-30 4,344 $172,000 -475
   US BANCORP 2162 - 2024-03-31 3,518 $145,000 -760
   Raleigh Capital Management Inc. 241 - 2024-03-31 2,259 $93,000 -1,332
   Qube Research & Technologies Ltd 2901 - 2024-03-31 1,858 $77,000 -161
   Global Retirement Partners LLC 1222 - 2024-03-31 1,733 $71,000 -207
   Richard W. Paul & Associates LLC 213 - 2024-03-31 1,357 $56,000 -43,355
   Beacon Capital Management LLC 351 - 2024-03-31 870 $36,000 -51
   IFP Advisors Inc 1801 - 2023-12-31 584 $24,000 -3,487
   ENDURANCE WEALTH MANAGEMENT, INC. 475 - 2023-06-30 313 $12,000 -312
   ALPHAMARK ADVISORS LLC 558 - 2024-03-31 200 $8,000 -670
  73 Records found
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