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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   HBW Advisory Services LLC 17 - 2024-03-31 124,290 $5,167,000 0
   Manhattan West Asset Management LLC 74 - 2023-12-31 26,553 $1,104,000 0
   Walker Asset Management LLC 33 - 2024-03-31 20,722 $854,000 0
   Callan Family Office LLC 70 - 2023-12-31 8,741 $363,000 0
   Flaharty Asset Management LLC 90 - 2023-12-31 7,172 $298,000 0
   Beacon Pointe Advisors LLC 1093 - 2023-12-31 6,314 $262,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 285 - 2023-12-31 1,479 $61,000 0
   Aptus Capital Advisors LLC 652 - 2023-12-31 1,479 $61,000 0
   CITY HOLDING CO 307 - 2024-03-31 1,355 $56,000 0
   Archer Investment Corp 454 - 2023-12-31 700 $29,000 0
   Migdal Insurance & Financial Holdings Ltd. 370 - 2023-12-31 620 $26,000 0
   PNC FINANCIAL SERVICES GROUP INC 3501 - 2023-12-31 375 $16,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 650 - 2022-12-31 382 $15,000 0
   TD Waterhouse Canada Inc. 1178 - 2023-12-31 345 $14,000 0
   MTM Investment Management LLC 254 - 2024-03-31 320 $13,000 0
   GPS Wealth Strategies Group LLC 889 - 2023-12-31 200 $8,000 0
   GAMMA Investing LLC 2301 - 2024-03-31 139 $6,000 0
   Tyler-Stone Wealth Management 746 - 2023-12-31 84 $3,000 0
   EverSource Wealth Advisors LLC 2450 - 2023-12-31 35 $1,000 0
   Hexagon Capital Partners LLC 1310 - 2024-03-31 23 $1,000 0
   Semmax Financial Advisors Inc. 364 - 2023-12-31 14 $1,000 0
   PSI Advisors LLC 770 - 2024-03-31 3 $0 0

  22 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results