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Get Institutions for : 
First Trust Tactical High Yield (HYLS)  
$40.58 0.21 (0.51%) as of 4:30 Tue 5/21


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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 : 
 $38.86  
Last Quarter's Ending Price : 
 $41.57  
Last Quarter's Average Price : 
 $39.80  
Change from last quarter's     
avg. price to the last closing  : 
0.78 (1.96%)  




 
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: 3-31-2022 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 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
   FIRST TRUST ADVISORS LP 219 - 2024-03-31 2,526,359 $104,162,000 -82,984
   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
   UBS Group AG 778 - 2024-03-31 1,117,345 $46,068,000 -11,546
   ROYAL BANK OF CANADA 973 - 2024-03-31 677,674 $27,941,000 17,857
   One Capital Management LLC 34 - 2024-03-31 612,271 $25,244,000 -552,884
   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
   PARK NATIONAL CORP /OH/ 51 - 2024-03-31 378,233 $15,595,000 -21,984
   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
   Csenge Advisory Group 28 - 2024-03-31 259,180 $10,686,000 -123,058
   Private Advisor Group LLC 253 - 2024-03-31 248,121 $10,230,000 3,769
   ENVESTNET ASSET MANAGEMENT INC 1525 - 2024-03-31 241,569 $9,960,000 -6,404
   RAYMOND JAMES & ASSOCIATES 1236 - 2024-03-31 213,897 $8,819,000 47
   Arkadios Wealth Advisors 28 - 2024-03-31 206,214 $8,502,000 -4,697
   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
   JANE STREET GROUP LLC 1015 - 2024-03-31 172,365 $7,107,000 -267,983
   Clear Creek Financial Management LLC 26 - 2024-03-31 167,150 $6,892,000 84,864
   JANNEY MONTGOMERY SCOTT LLC 647 - 2024-03-31 163,741 $6,751,000 -619
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 992 - 2024-03-31 157,001 $6,473,000 7,633
   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
   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
   Concurrent Investment Advisors LLC 114 - 2024-03-31 122,277 $5,041,000 18,650
   HARBOUR INVESTMENTS INC. 92 - 2023-12-31 115,981 $4,821,000 -1,580
   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
   Stratos Wealth Partners LTD. 261 - 2024-03-31 103,829 $4,281,000 -3,828
   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
   THRIVENT FINANCIAL FOR LUTHERANS 944 *New 2024-03-31 90,845 $3,746,000 90,845
   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
   Luken Investment Analytics LLC 18 - 2024-03-31 81,296 $3,352,000 3,110
   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
   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
   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
   BB&T CORP 1133 - 2024-03-31 65,678 $2,708,000 111
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1079 - 2024-03-31 65,598 $2,705,000 -59,250
   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
   CWM LLC 550 - 2024-03-31 63,671 $2,625,000 -14,990
   Private Advisory Group LLC 78 - 2024-03-31 58,726 $2,421,000 15,668
   Blackhawk Capital Partners LLC. 23 - 2024-03-31 57,496 $2,371,000 -37,551
   KESTRA PRIVATE WEALTH SERVICES LLC 347 - 2024-03-31 54,112 $2,231,000 8,105
   RENAISSANCE TECHNOLOGIES LLC 1969 - 2024-03-31 53,607 $2,210,000 -16,093
   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
   U.S. Capital Wealth Advisors LLC 244 - 2024-03-31 46,231 $1,906,000 -42
   J.W. COLE ADVISORS INC. 218 - 2024-03-31 45,640 $1,882,000 5,839
   Cetera Investment Advisers 692 - 2024-03-31 41,379 $1,706,000 -24,223
   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
   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
   TOWNSQUARE CAPITAL LLC 531 *New 2024-03-31 37,884 $1,562,000 37,884
   ATRIA INVESTMENTS LLC 709 - 2023-12-31 36,679 $1,525,000 9,097
   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
   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
   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
   COTTONWOOD CAPITAL ADVISORS LLC 27 - 2024-03-31 31,581 $1,276,000 -264
   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
   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
   COMERICA BANK 1465 - 2024-03-31 27,950 $1,152,000 1,054
   Manhattan West Asset Management LLC 75 - 2024-03-31 26,553 $1,095,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2523 - 2024-03-31 24,958 $1,029,000 -73,046
   DAVENPORT & CO LLC 612 - 2024-03-31 23,134 $954,000 7,768
   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
   Financial Partners Group Inc 72 *New 2024-03-31 21,142 $872,000 21,142
   Walker Asset Management LLC 33 - 2024-03-31 20,722 $854,000 0
   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
   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
  100 Records found
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