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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
   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
   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
   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
   Arkadios Wealth Advisors - 2023-12-31 210,911 $8,768,000 -1,273
   Advisor Group Holdings Inc. 965 - 2023-12-31 176,944 $7,356,000 -41,525
   JANNEY MONTGOMERY SCOTT LLC 626 - 2023-12-31 164,360 $6,832,000 -7,138
   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
   Stratos Wealth Partners LTD. 261 - 2024-03-31 103,829 $4,281,000 -3,828
   Harwood Advisory Group LLC 26 - 2023-12-31 93,578 $3,890,000 -8,765
   FINANCIAL NETWORK 714 - 2023-12-31 87,471 $3,636,000 -6,592
   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
   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
   RENAISSANCE TECHNOLOGIES LLC 1711 - 2023-12-31 69,700 $2,897,000 -7,899
   BB&T CORP 1095 - 2023-12-31 65,567 $2,726,000 -4,599
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1079 - 2024-03-31 65,598 $2,705,000 -59,250
   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
   Baird Financial Group Inc. 902 - 2023-12-31 52,947 $2,201,000 -89,125
   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
   Integrated Advisors Network LLC 215 - 2023-12-31 41,142 $1,710,000 -1,021
   Sigma Planning Corp 183 - 2023-12-31 36,987 $1,538,000 -109,832
   Harvest Investment Services LLC 48 - 2023-12-31 32,889 $1,367,000 -176
   Spire Wealth Management 307 - 2024-03-31 32,666 $1,347,000 -1,061
   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
   Snowden Capital Advisors LLC 370 - 2023-12-31 31,164 $1,296,000 -6,911
   COTTONWOOD CAPITAL ADVISORS LLC 27 - 2024-03-31 31,581 $1,276,000 -264
   Wagner Wealth Management LLC 41 - 2024-03-31 28,078 $1,158,000 -18,768
   COMERICA BANK 1476 - 2023-12-31 26,896 $1,118,000 -718
   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
   Walkner Condon Financial Advisors LLC 112 - 2024-03-31 18,410 $759,000 -1,626
   AE Wealth Management LLC 1254 - 2023-12-31 18,361 $756,000 -41,611
   Murphy Middleton Hinkle & Parker Inc. 74 - 2024-03-31 17,231 $710,000 -2,876
   RATHBONE BROTHERS PLC 361 - 2023-12-31 15,546 $646,000 -644
   DAVENPORT & CO LLC - 2023-12-31 15,366 $639,000 -2,083
   OMNI 360 Wealth Inc. 52 - 2024-03-31 14,155 $584,000 -460
   Geneos Wealth Management Inc. - 2023-12-31 13,873 $577,000 -685
   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
   Mutual Advisors LLC 649 - 2023-12-31 11,721 $487,000 -1,300
   Wealthcare Advisory Partners LLC 540 - 2024-03-31 11,593 $478,000 -712
   Waterloo Capital L.P. 220 - 2023-12-31 11,496 $478,000 -969
   RVW Wealth LLC 94 - 2024-03-31 10,997 $453,000 -117
   MML INVESTORS SERVICES LLC 1813 - 2023-12-31 10,811 $449,000 -7,217
   STEPHENS INC /AR/ 806 - 2023-12-31 10,204 $424,000 -228
   Capital Analysts Inc. 329 - 2023-12-31 10,130 $421,000 -1,707
   CITADEL ADVISORS LLC 3803 - 2023-12-31 9,702 $403,000 -44,474
   Western Wealth Management LLC 461 - 2023-12-31 9,649 $401,000 -449
   IHT Wealth Management LLC 690 - 2023-12-31 9,135 $380,000 -804
   Moors & Cabot Inc. 597 - 2023-12-31 7,975 $332,000 -75
   Collaborative Wealth Managment Inc. 109 - 2023-12-31 7,917 $329,000 -2,530
   NewEdge Wealth LLC 599 - 2023-12-31 7,839 $326,000 -9,688
   CENTAURUS FINANCIAL INC. 477 - 2023-12-31 7,327 $305,000 -35,097
   Integrated Wealth Concepts LLC 1277 - 2023-12-31 6,817 $283,000 -10
   CYPRESS CAPITAL GROUP - 2023-12-31 6,454 $268,000 -2,665
   Running Point Capital Advisors LLC 84 - 2023-12-31 6,239 $259,000 -3,927
   Capital Investment Advisors LLC 533 - 2024-03-31 5,795 $239,000 -2,373
   IFG Advisory LLC 523 - 2023-12-31 5,678 $236,000 -164
   Trilogy Capital Inc. 279 - 2024-03-31 5,381 $222,000 -14
   Merit Financial Group LLC 704 - 2023-12-31 5,233 $218,000 -3,015
   Paul Damon & Associates Inc. 67 - 2024-03-31 5,161 $213,000 -304
   Orion Portfolio Solutions LLC 1561 - 2023-12-31 5,023 $206,000 -2,903
   US BANCORP 2060 - 2023-12-31 4,278 $178,000 -2,277
   Ten Capital Wealth Advisors LLC 142 - 2023-06-30 4,344 $172,000 -475
   Raleigh Capital Management Inc. 206 - 2023-12-31 3,591 $149,000 -645
   Steward Partners Investment Advisory LLC 1563 - 2023-12-31 3,115 $129,000 -197
   Global Retirement Partners LLC 1222 - 2024-03-31 1,733 $71,000 -207
   Farther Finance Advisors LLC 978 - 2023-12-31 1,474 $61,000 -4,145
   Beacon Capital Management LLC 282 - 2023-12-31 921 $36,000 -2
   IFP Advisors Inc 1801 - 2023-12-31 584 $24,000 -3,487
   ENDURANCE WEALTH MANAGEMENT, INC. 475 - 2023-06-30 313 $12,000 -312
   BANK OF MONTREAL /CAN/ 3199 - 2023-12-31 255 $11,000 -12,260
   ALPHAMARK ADVISORS LLC 558 - 2024-03-31 200 $8,000 -670
   New Millennium Group LLC 320 - 2023-12-31 45 $2,000 -1
   FMR LLC 4854 - 2023-12-31 1 $0 -1
  85 Records found
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