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Get Institutions for : 
First Trust Tactical High Yield (HYLS)  
$40.74 0.16 (0.39%) as of 4:30 Fri 5/3


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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  : 
0.94 (2.36%)  




 
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
   LPL FINANCIAL CORP 320 - 2023-12-31 2,120,145 $88,134,000 15,407
   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
   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 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 906 - 2023-12-31 176,251 $7,327,000 4,657
   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
   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
   Visionary Wealth Advisors 81 - 2023-12-31 110,892 $4,610,000 110,892
   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
   INTL FCSTONE INC. 54 - 2023-12-31 88,141 $3,664,000 6,647
   Luken Investment Analytics LLC 18 - 2024-03-31 81,296 $3,352,000 3,110
   Elevated Capital Advisors LLC 34 - 2024-03-31 72,217 $2,978,000 5,060
   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
   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
   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
   MULTIFINANCIAL SECURITIES CORP 513 - 2023-12-31 46,779 $1,945,000 8,406
   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
   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
   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
   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
   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
   CoreCap Advisors LLC 216 - 2023-12-31 31,717 $1,318,000 450
   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
   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
   SILVER OAK SECURITIES Inc 204 - 2023-12-31 18,710 $778,000 890
   IAMS WEALTH MANAGEMENT LLC 64 - 2024-03-31 18,048 $742,000 1,016
   BENJAMIN F. EDWARDS & COMPANY INC. 554 - 2023-12-31 17,202 $715,000 911
   Moloney Securities Asset Management LLC 202 - 2023-12-31 16,994 $706,000 1,791
   Rockefeller Capital Management L.P. 1249 - 2023-12-31 16,894 $702,000 16,894
   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
   ADVISORY SERVICES NETWORK, LLC 838 - 2023-12-31 13,826 $575,000 3
   Financial Advocates Investment Management 410 - 2023-12-31 13,248 $551,000 2,361
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 348 - 2024-03-31 13,341 $547,000 533
   Crabel Capital Management LLC 70 - 2023-12-31 12,913 $537,000 12,913
   EdgeRock Capital LLC 29 - 2023-12-31 12,821 $529,000 12,821
   PROEQUITIES INC. 432 - 2023-12-31 12,271 $510,000 619
   Virtue Capital Management LLC 191 - 2023-12-31 11,480 $471,000 2,295
   Imprint Wealth LLC 87 - 2023-12-31 10,930 $454,000 1,073
   PRIVATE TRUST CO NA 400 - 2024-03-31 10,872 $448,000 2,096
   WEALTHSOURCE PARTNERS LLC 363 - 2023-12-31 9,457 $393,000 95
   Sunbelt Securities Inc. 403 - 2024-03-31 7,979 $329,000 11
   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
   We Are One Seven LLC 706 - 2023-12-31 7,082 $294,000 438
   Garden State Investment Advisory Services LLC 157 - 2023-12-31 6,866 $285,000 1,350
   LEVEL FOUR ADVISORY SERVICES LLC 635 - 2023-12-31 6,505 $270,000 874
   Koshinski Asset Management Inc. 436 - 2023-12-31 5,846 $243,000 5,846
   DHJJ Financial Advisors Ltd. 140 - 2024-03-31 4,817 $199,000 319
   NBC SECURITIES INC. 922 - 2024-03-31 2,539 $114,000 15
   Qube Research & Technologies Ltd 2751 - 2023-12-31 2,019 $84,000 2,019
   Coppell Advisory Solutions LLC 527 - 2023-12-31 1,023 $43,000 496
   VisionPoint Advisory Group LLC 361 - 2023-12-31 458 $19,000 458
   CREATIVE FINANCIAL DESIGNS INC /ADV 976 - 2023-12-31 353 $15,000 11
   J P MORGAN CHASE & CO 5091 - 2023-12-31 209 $9,000 174
   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
   BLAIR WILLIAM & CO/IL 1746 - 2023-12-31 46 $2,000 46
  85 Records found
  1    
  Page 1 of 1
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