Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
First Trust Tactical High Yield (HYLS)  
$40.74 0.16 (0.39%) as of 4:30 Fri 5/3


Download
     
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
   Sebold Capital Management Inc. 72 *Closed 2024-03-31 0 $0 -6,595
   WCG Wealth Advisors LLC 305 *Closed 2023-12-31 0 $0 -20,314
   Coppell Advisory Solutions Corp. 542 *Closed 2023-03-31 0 $0 -527
   FLOW TRADERS U.S. LLC 945 *Closed 2023-12-31 0 $0 -32,975
   American Financial Advisors LLC 154 *Closed 2024-03-31 0 $0 -4,975
   Cape Investment Advisory Inc. 1076 *Closed 2023-12-31 0 $0 -187
   TRANSAMERICA FINANCIAL ADVISORS, INC. 651 *Closed 2023-12-31 0 $0 -510
   S.C. Financial Services Inc. 124 *Closed 2022-12-31 0 $0 -7,804
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 265 *Closed 2023-12-31 0 $0 -9,327
   AdvisorNet Financial Inc 2230 *Closed 2024-03-31 0 $0 -29,314
   Paragon Private Wealth Management LLC 142 *Closed 2023-12-31 0 $0 -5,411
   Tradition Wealth Management LLC 1309 *Closed 2023-12-31 0 $0 -424
   Kovack Advisors Inc. 555 *Closed 2024-03-31 0 $0 -72,821
   TWO SIGMA SECURITIES LLC 1981 *Closed 2023-12-31 0 $0 -5,672
   BKM Wealth Management LLC 573 *Closed 2024-03-31 0 $0 -95
   Ascension Capital Advisors Inc. *Closed 2023-12-31 0 $0 -95,940
   SUMMIT INVESTMENT ADVISORS INC 3132 *Closed 2023-12-31 0 $0 -2
   Perennial Investment Advisors LLC 346 *Closed 2023-12-31 0 $0 -7,929
  18 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us