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Get Institutions for : 
First Trust Tactical High Yield (HYLS)  
$40.37 0.06 (0.15%) as of 4:30 Wed 4/24


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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  : 
0.57 (1.43%)  




 
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 884 - 2023-12-31 3,781,975 $157,217,000 -381,317
   FIRST TRUST ADVISORS LP 213 - 2023-12-31 2,609,343 $108,470,000 -6,690
   LPL FINANCIAL CORP 320 - 2023-12-31 2,120,145 $88,134,000 15,407
   WELLS FARGO & CO/MN 498 - 2023-12-31 2,035,703 $84,624,000 -128,061
   One Capital Management LLC 9 - 2023-12-31 1,165,155 $48,435,000 -189,993
   UBS Group AG 687 - 2023-12-31 1,128,891 $46,928,000 94,725
   ROYAL BANK OF CANADA 964 - 2023-12-31 659,817 $27,430,000 94,527
   JANE STREET GROUP LLC 581 - 2023-12-31 440,348 $18,305,000 356,946
   COMMONWEALTH EQUITY SERVICES LLC. 530 - 2023-12-31 384,475 $15,983,000 20,260
   Csenge Advisory Group 18 - 2023-12-31 382,238 $15,890,000 -45,612
   PARK NATIONAL CORP /OH/ 51 - 2024-03-31 378,233 $15,595,000 -21,984
   BANK OF AMERICA CORP /DE/ 2017 - 2023-12-31 361,929 $15,045,000 -65,471
   Kingsview Wealth Management LLC 55 - 2023-12-31 307,438 $12,780,000 80,097
   KMG FIDUCIARY PARTNERS LLC 20 - 2024-03-31 261,451 $10,780,000 33,048
   ENVESTNET ASSET MANAGEMENT INC 1429 - 2023-12-31 247,973 $10,308,000 48,345
   Private Advisor Group LLC 246 - 2023-12-31 244,352 $10,158,000 65,446
   RAYMOND JAMES & ASSOCIATES 1174 - 2023-12-31 213,850 $8,890,000 8,776
   Arkadios Wealth Advisors - 2023-12-31 210,911 $8,768,000 -1,273
   PROSPERA FINANCIAL SERVICES 87 - 2023-12-31 185,106 $7,695,000 112,493
   Advisor Group Holdings Inc. 965 - 2023-12-31 176,944 $7,356,000 -41,525
   STIFEL FINANCIAL CORP 906 - 2023-12-31 176,251 $7,327,000 4,657
   JANNEY MONTGOMERY SCOTT LLC 626 - 2023-12-31 164,360 $6,832,000 -7,138
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 953 - 2023-12-31 149,368 $6,209,000 -31,457
   Advisory Alpha LLC - 2023-12-31 147,736 $6,141,000 1,110
   Wright Fund Managment LLC - 2023-12-31 126,200 $5,246,000 2,300
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 678 - 2023-12-31 124,848 $5,190,000 -74,892
   HBW Advisory Services LLC 17 - 2024-03-31 124,290 $5,167,000 0
   HARBOUR INVESTMENTS INC. 92 - 2023-12-31 115,981 $4,821,000 -1,580
   CITIGROUP INC 1139 - 2023-12-31 111,902 $4,652,000 -9,880
   Visionary Wealth Advisors 81 - 2023-12-31 110,892 $4,610,000 110,892
   Concurrent Investment Advisors LLC 115 - 2023-12-31 103,627 $4,308,000 0
   Stratos Wealth Partners LTD. 261 - 2024-03-31 103,829 $4,281,000 -3,828
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1270 - 2023-12-31 98,004 $4,074,000 98,004
   Blackhawk Capital Partners LLC. 6 - 2023-12-31 95,047 $3,951,000 34,590
   H D Vest Advisory Services 323 - 2023-12-31 94,172 $3,915,000 29,992
   Harwood Advisory Group LLC 26 - 2023-12-31 93,578 $3,890,000 -8,765
   INTL FCSTONE INC. 54 - 2023-12-31 88,141 $3,664,000 6,647
   FINANCIAL NETWORK 714 - 2023-12-31 87,471 $3,636,000 -6,592
   Tidemark LLC 10 - 2023-12-31 83,913 $3,488,000 0
   Kestra Advisory Services LLC 581 - 2023-12-31 83,031 $3,452,000 -8,754
   WEDBUSH MORGAN SECURITIES INC 102 - 2023-12-31 83,026 $3,451,000 -8,819
   Clear Creek Financial Management LLC - 2023-12-31 82,286 $3,421,000 -11,550
   Brendel Financial Advisors LLC 12 - 2023-12-31 80,412 $3,343,000 -993
   JANNEY CAPITAL MANAGEMENT LLC 100 - 2023-12-31 79,188 $3,292,000 -1,908
   Luken Investment Analytics LLC 16 - 2023-12-31 78,186 $3,250,000 -293,387
   Elevated Capital Advisors LLC 34 - 2024-03-31 72,217 $2,978,000 5,060
   RENAISSANCE TECHNOLOGIES LLC 1711 - 2023-12-31 69,700 $2,897,000 -7,899
   Kure Advisory LLC 21 *New 2023-12-31 68,348 $2,841,000 68,348
   Goss Wealth Management LLC 534 - 2023-12-31 68,478 $2,837,000 8,320
   Envestnet Portfolio Solutions Inc. 505 - 2023-12-31 67,298 $2,798,000 1,322
   Cetera Investment Advisers 665 - 2023-12-31 65,602 $2,727,000 3,446
   BB&T CORP 1095 - 2023-12-31 65,567 $2,726,000 -4,599
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 689 - 2023-12-31 64,774 $2,693,000 -152,242
   CWM LLC 550 - 2024-03-31 63,671 $2,625,000 -14,990
   Atria Wealth Solutions Inc. 520 - 2023-12-31 61,879 $2,572,000 -64,470
   GeoWealth Management LLC 99 - 2023-12-31 61,665 $2,563,000 1,051
   Quad-Cities Investment Group LLC 18 - 2024-03-31 53,394 $2,201,000 2,425
   Baird Financial Group Inc. 902 - 2023-12-31 52,947 $2,201,000 -89,125
   EWG Elevate Inc. 42 - 2024-03-31 49,188 $2,028,000 836
   TAP Consulting LLC 54 *New 2023-12-31 47,336 $1,968,000 47,336
   Wagner Wealth Management LLC 32 - 2023-12-31 46,846 $1,947,000 979
   MULTIFINANCIAL SECURITIES CORP 513 - 2023-12-31 46,779 $1,945,000 8,406
   U.S. Capital Wealth Advisors LLC 238 - 2023-12-31 46,273 $1,924,000 -586
   Legacy Capital Wealth Partners LLC 38 - 2023-12-31 46,250 $1,923,000 -2,659
   KESTRA PRIVATE WEALTH SERVICES LLC 358 - 2023-12-31 46,007 $1,913,000 2,220
   Richard W. Paul & Associates LLC - 2023-12-31 44,712 $1,859,000 50
   Private Advisory Group LLC 77 *New 2023-12-31 43,058 $1,790,000 43,058
   Integrated Advisors Network LLC 215 - 2023-12-31 41,142 $1,710,000 -1,021
   J.W. COLE ADVISORS INC. 217 - 2023-12-31 39,801 $1,655,000 4,777
   SIGNATURE SECURITIES GROUP CORPORATION 55 - 2024-03-31 40,007 $1,650,000 642
   BEACON FINANCIAL GROUP 114 - 2023-12-31 39,536 $1,644,000 731
   Sigma Planning Corp 183 - 2023-12-31 36,987 $1,538,000 -109,832
   ATRIA INVESTMENTS LLC 709 - 2023-12-31 36,679 $1,525,000 9,097
   OPPENHEIMER & CO INC 583 - 2023-12-31 35,919 $1,493,000 4,307
   DAVIDSON D A & CO 592 - 2023-12-31 35,373 $1,470,000 8,765
   Bennett Associates Wealth Management 17 - 2023-12-31 34,422 $1,431,000 0
   Brookstone Capital Management 413 - 2024-03-31 34,038 $1,403,000 1,593
   Spire Wealth Management 289 - 2023-12-31 33,727 $1,386,000 -4,080
   Harvest Investment Services LLC 48 - 2023-12-31 32,889 $1,367,000 -176
   Chicago Partners Investment Group LLC 256 - 2023-12-31 33,237 $1,360,000 8,648
   Ameritas Advisory Services LLC 231 - 2023-12-31 32,343 $1,336,000 -9,778
   LVZ Advisors Inc. 38 - 2024-03-31 32,347 $1,334,000 -7,794
   BlueChip Wealth Advisors LLC 25 - 2023-12-31 31,947 $1,328,000 0
   COTTONWOOD CAPITAL ADVISORS LLC 25 - 2023-12-31 31,845 $1,324,000 -2,198
   CoreCap Advisors LLC 216 - 2023-12-31 31,717 $1,318,000 450
   Snowden Capital Advisors LLC 370 - 2023-12-31 31,164 $1,296,000 -6,911
   Atlas Private Wealth Management 64 - 2024-03-31 31,084 $1,282,000 131
   ICA Group Wealth Management LLC 71 - 2023-12-31 30,528 $1,269,000 8,593
   Prostatis Group LLC 38 - 2023-03-31 31,268 $1,243,000 582
   Resources Investment Advisors Inc. 429 - 2023-12-31 27,514 $1,144,000 1,684
   COMERICA BANK 1476 - 2023-12-31 26,896 $1,118,000 -718
   Manhattan West Asset Management LLC 74 - 2023-12-31 26,553 $1,104,000 0
   MARINER WEALTH ADVISORS, LLC 1387 - 2023-12-31 25,398 $1,056,000 5,987
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 665 - 2023-12-31 25,017 $1,040,000 8,112
   Gladstone Institutional Advisory LLC 285 - 2023-12-31 24,369 $1,013,000 -10,430
   Miracle Mile Advisors LLC 279 - 2024-03-31 23,108 $953,000 -1,494
   Walker Asset Management LLC 33 - 2024-03-31 20,722 $854,000 0
   Walkner Condon Financial Advisors LLC - 2023-12-31 20,036 $833,000 -1,378
   SILVER OAK SECURITIES Inc 204 - 2023-12-31 18,710 $778,000 890
   AE Wealth Management LLC 1254 - 2023-12-31 18,361 $756,000 -41,611
  100 Records found
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