HYLS Institutional Ownership
First Trust Tactical High Yield ETF
1W: -0.6%
1M: -2.9%
3M: -3.6%
YTD: -4.9%
1Y: -4.5%
3Y: +16.7%
5Y: +7.7%
$39.36
-0.01 (-0.03%)
Weekly Expected Move ±0.6%
$39
$39
$39
$40
$40
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — HYLS
242
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
933M
Total Invested
24
New Positions
80
Increased
111
Reduced
27
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (266 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 5,010,278 | $197M | -23,097 | -0.5% | 53Q | SEC ↗ |
| 2 | LPL Financial LLC | 3,214,441 | $127M | -49,689 | -1.5% | 53Q | SEC ↗ |
| 3 | FIRST TRUST ADVISORS LP | 2,765,493 | $109M | +65,048 | +2.4% | 48Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 1,568,350 | $62M | -27,764 | -1.7% | 50Q | SEC ↗ |
| 5 | UBS Group AG | 953,019 | $38M | -26,109 | -2.7% | 47Q | SEC ↗ |
| 6 | ROYAL BANK OF CANADA | 771,555 | $30M | +20,514 | +2.7% | 54Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 520,734 | $20M | +9,067 | +1.8% | 7Q | SEC ↗ |
| 8 | KMG FIDUCIARY PARTNERS, LLC | 413,795 | $16M | +498 | +0.1% | 17Q | SEC ↗ |
| 9 | &PARTNERS | 373,667 | $15M | -100,643 | -21.2% | 8Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 331,759 | $13M | +14,618 | +4.6% | 44Q | SEC ↗ |
| 11 | BANK OF AMERICA CORP /DE | 329,945 | $13M | -3,752 | -1.1% | 15Q | SEC ↗ |
| 12 | STIFEL FINANCIAL CORP | 309,718 | $12M | +13,400 | +4.5% | 48Q | SEC ↗ |
| 13 | Vestmark Advisory Solutions, Inc. | 282,460 | $11M | -82,288 | -22.6% | 10Q | SEC ↗ |
| 14 | Cetera Investment Advisers | 246,077 | $10M | +12,872 | +5.5% | 38Q | SEC ↗ |
| 15 | PARK NATIONAL CORP /OH | 242,086 | $10M | -50,868 | -17.4% | 15Q | SEC ↗ |
| 16 | Janney Montgomery Scott LLC | 221,451 | $9M | -15,660 | -6.6% | 52Q | SEC ↗ |
| 17 | Clear Creek Financial Management, LLC | 213,297 | $8M | -5,225 | -2.4% | 23Q | SEC ↗ |
| 18 | ELEVATION POINT WEALTH PARTNERS, LLC | 193,923 | $8M | -81,408 | -29.6% | 4Q | SEC ↗ |
| 19 | One Capital Management, LLC | 174,899 | $7M | — | +0.0% | 34Q | SEC ↗ |
| 20 | Blackhawk Capital Partners, LLC NEW | 171,989 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 21 | JANE STREET GROUP, LLC | 143,718 | $6M | -360,264 | -71.5% | 2Q | SEC ↗ |
| 22 | Fearless Solutions, LLC dba Best Inves | 143,631 | $6M | -23,261 | -13.9% | 7Q | SEC ↗ |
| 23 | NewEdge Advisors, LLC | 135,843 | $5M | -25,599 | -15.9% | 32Q | SEC ↗ |
| 24 | HARBOUR INVESTMENTS, INC. | 128,171 | $5M | +16,000 | +14.3% | 17Q | SEC ↗ |
| 25 | CITIGROUP INC | 125,268 | $5M | -12,940 | -9.4% | 37Q | SEC ↗ |
| 26 | OPPENHEIMER & CO INC | 113,012 | $4M | +5,758 | +5.4% | 15Q | SEC ↗ |
| 27 | Cambridge Investment Research Advisors | 111,630 | $4M | -11,002 | -9.0% | 51Q | SEC ↗ |
| 28 | LEGACY FINANCIAL INDEPENDENT ADVISORS | 101,027 | $4M | +4,125 | +4.3% | 2Q | SEC ↗ |
| 29 | Kingsview Wealth Management, LLC | 99,442 | $4M | +4,174 | +4.4% | 29Q | SEC ↗ |
| 30 | Quad-Cities Investment Group, LLC | 94,592 | $4M | +5,691 | +6.4% | 34Q | SEC ↗ |
| 31 | Arax Advisory Partners | 92,005 | $4M | +85,488 | +1311.8% | 3Q | SEC ↗ |
| 32 | OSAIC HOLDINGS, INC. | 91,815 | $4M | -19,816 | -17.8% | 26Q | SEC ↗ |
| 33 | AXXCESS WEALTH MANAGEMENT, LLC NEW | 89,822 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 34 | Darwin Wealth Management, LLC | 89,822 | $4M | +840 | +0.9% | 23Q | SEC ↗ |
| 35 | Private Advisory Group LLC | 88,354 | $3M | +12,315 | +16.2% | 11Q | SEC ↗ |
| 36 | Private Advisor Group, LLC | 83,773 | $3M | +2,208 | +2.7% | 42Q | SEC ↗ |
| 37 | ASSETMARK, INC | 83,764 | $3M | -947 | -1.1% | 24Q | SEC ↗ |
| 38 | Lido Advisors, LLC | 81,261 | $3M | +7,478 | +10.1% | 3Q | SEC ↗ |
| 39 | Concurrent Investment Advisors, LLC | 79,536 | $3M | +6,399 | +8.7% | 11Q | SEC ↗ |
| 40 | COMMONWEALTH EQUITY SERVICES, LLC | 77,848 | $3M | -32,547 | -29.5% | 35Q | SEC ↗ |
| 41 | Acorn Wealth Advisors, LLC | 73,793 | $3M | +9,371 | +14.5% | 7Q | SEC ↗ |
| 42 | OLD MISSION CAPITAL LLC NEW | 72,333 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 43 | CWM, LLC | 70,579 | $3M | +16,478 | +30.5% | 18Q | SEC ↗ |
| 44 | U.S. Capital Wealth Advisors, LLC | 70,087 | $3M | +17,564 | +33.4% | 11Q | SEC ↗ |
| 45 | Hyposwiss Advisors SA | 67,275 | $3M | +13,450 | +25.0% | 3Q | SEC ↗ |
| 46 | Randall & Associates Wealth Management | 63,860 | $3M | +3,246 | +5.4% | 11Q | SEC ↗ |
| 47 | True Blue Financial, LLC | 59,266 | $2M | +10,522 | +21.6% | 3Q | SEC ↗ |
| 48 | Chicago Partners Investment Group LLC | 57,967 | $2M | +5,494 | +10.5% | 27Q | SEC ↗ |
| 49 | Western Wealth Management, LLC | 57,607 | $2M | +3,236 | +6.0% | 13Q | SEC ↗ |
| 50 | Envestnet Portfolio Solutions, Inc. | 56,940 | $2M | -476 | -0.8% | 12Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Blackhawk Capital Partners, LLC | 171,989 | $7M |
| AXXCESS WEALTH MANAGEMENT, LLC | 89,822 | $4M |
| OLD MISSION CAPITAL LLC | 72,333 | $3M |
| FLOW TRADERS U.S. LLC | 43,951 | $2M |
| J.W. COLE ADVISORS, INC. | 37,422 | $1M |
| VAQUERO PRIVATE WEALTH, LTD | 34,819 | $1M |
| Providence First Trust Co | 17,815 | $701K |
| Dynamic Advisor Solutions LLC | 15,404 | $606K |
| Accurate Wealth Management, LLC | 8,887 | $350K |
| Modern Wealth Management, LLC | 7,209 | $284K |
| PFG Advisors | 6,288 | $247K |
| Global Retirement Partners, LLC | 3,830 | $151K |
| COMPASS FINANCIAL MANAGEMENT LLC | 3,141 | $124K |
| Allied Private Wealth LLC | 559 | $22K |
| Anfield Capital Management, LLC | 517 | $20K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 411 | $16K |
| LFA - Lugano Financial Advisors SA | 400 | $16K |
| FIDUCIARY FINANCIAL ADVISORS | 395 | $16K |
| Avion Wealth | 391 | $15K |
| Continuum Advisory, LLC | 147 | $6K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 204,561 | $8M |
| Elevation Capital Advisory, LLC | 113,362 | $4M |
| Brendel Financial Advisors LLC | 72,210 | $3M |
| TrueWealth Financial Partners | 42,159 | $2M |
| Engineers Gate Manager LP | 34,844 | $1M |
| Balboa Wealth Partners | 26,543 | $1M |
| StoneX Group Inc. | 16,370 | $644K |
| NEW WAVE WEALTH ADVISORS LLC | 15,465 | $609K |
| Triad Wealth Partners, LLC | 14,609 | $575K |
| Golden State Wealth Management, LLC | 13,780 | $542K |
| Hilltop Holdings Inc. | 11,485 | $452K |
| UPTICK PARTNERS, LLC | 10,069 | $396K |
| IHT Wealth Management, LLC | 9,952 | $392K |
| Pacific Excel Wealth Advisors, Inc. | 9,184 | $361K |
| Coppell Advisory Solutions LLC | 7,634 | $300K |
| Flaharty Asset Management, LLC | 7,172 | $282K |
| HRT FINANCIAL LP | 7,009 | $276K |
| BEACON FINANCIAL GROUP | 6,577 | $259K |
| Worth Financial Advisory Group, LLC | 6,276 | $247K |
| Koshinski Asset Management, Inc. | 6,128 | $241K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Arax Advisory Partners | +85,488 | +1311.8% | 92,005 |
| FIRST TRUST ADVISORS LP | +65,048 | +2.4% | 2,765,493 |
| Cerity Partners LLC | +30,258 | +514.8% | 36,136 |
| CITADEL ADVISORS LLC | +23,250 | +100.4% | 46,407 |
| Ameritas Advisory Services, LLC | +22,159 | +144.1% | 37,537 |
| ROYAL BANK OF CANADA | +20,514 | +2.7% | 771,555 |
| U.S. Capital Wealth Advisors, LLC | +17,564 | +33.4% | 70,087 |
| CWM, LLC | +16,478 | +30.5% | 70,579 |
| HARBOUR INVESTMENTS, INC. | +16,000 | +14.3% | 128,171 |
| ENVESTNET ASSET MANAGEMENT INC | +14,618 | +4.6% | 331,759 |
| Hyposwiss Advisors SA | +13,450 | +25.0% | 67,275 |
| STIFEL FINANCIAL CORP | +13,400 | +4.5% | 309,718 |
| Cetera Investment Advisers | +12,872 | +5.5% | 246,077 |
| Private Advisory Group LLC | +12,315 | +16.2% | 88,354 |
| True Blue Financial, LLC | +10,522 | +21.6% | 59,266 |
| Acorn Wealth Advisors, LLC | +9,371 | +14.5% | 73,793 |
| RAYMOND JAMES FINANCIAL INC | +9,067 | +1.8% | 520,734 |
| Lido Advisors, LLC | +7,478 | +10.1% | 81,261 |
| MML INVESTORS SERVICES, LLC | +6,942 | +35.8% | 26,313 |
| Concurrent Investment Advisors, LLC | +6,399 | +8.7% | 79,536 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -360,264 | -71.5% | 143,718 |
| &PARTNERS | -100,643 | -21.2% | 373,667 |
| Vestmark Advisory Solutions, Inc. | -82,288 | -22.6% | 282,460 |
| ELEVATION POINT WEALTH PARTNERS, LL | -81,408 | -29.6% | 193,923 |
| PARK NATIONAL CORP /OH | -50,868 | -17.4% | 242,086 |
| LPL Financial LLC | -49,689 | -1.5% | 3,214,441 |
| COMMONWEALTH EQUITY SERVICES, LLC | -32,547 | -29.5% | 77,848 |
| WELLS FARGO & COMPANY/MN | -27,764 | -1.7% | 1,568,350 |
| UBS Group AG | -26,109 | -2.7% | 953,019 |
| NewEdge Advisors, LLC | -25,599 | -15.9% | 135,843 |
| Mariner, LLC | -24,972 | -63.8% | 14,161 |
| Fearless Solutions, LLC dba Best In | -23,261 | -13.9% | 143,631 |
| MORGAN STANLEY | -23,097 | -0.5% | 5,010,278 |
| OSAIC HOLDINGS, INC. | -19,816 | -17.8% | 91,815 |
| Avior Wealth Management, LLC | -17,780 | -27.4% | 47,062 |
| Arkadios Wealth Advisors | -17,325 | -66.9% | 8,588 |
| Janney Montgomery Scott LLC | -15,660 | -6.6% | 221,451 |
| CITIGROUP INC | -12,940 | -9.4% | 125,268 |
| Kestra Advisory Services, LLC | -12,570 | -18.3% | 55,940 |
| Cambridge Investment Research Advis | -11,002 | -9.0% | 111,630 |