Who owns First Trust Tactical High Yield ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of HYLS from SEC Form 13F filings across 215 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 215 institutions disclosed 23.2M shares of First Trust Tactical High Yield ETF worth $942.2M — about 57% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
215
13F holders
$942.2M
value, 2026 filers
57%
of shares outstanding (23.2M sh)
25
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of HYLS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 5.0M | $203.7M | 0.0% | 12.3% | -0.5% |
| 2 | LPL Financial LLC | 3.2M | $130.7M | 0.0% | 7.9% | -1.5% |
| 3 | FIRST TRUST ADVISORS LP | 2.8M | $112.4M | 0.1% | 6.8% | +2.4% |
| 4 | WELLS FARGO & COMPANY/MN | 1.6M | $63.8M | 0.0% | 3.9% | -1.7% |
| 5 | UBS Group AG | 953,019 | $38.7M | 0.0% | 2.3% | -2.7% |
| 6 | ROYAL BANK OF CANADA | 771,555 | $31.4M | 0.0% | 1.9% | +2.7% |
| 7 | RAYMOND JAMES FINANCIAL INC | 520,734 | $21.2M | 0.0% | 1.3% | +1.8% |
| 8 | KMG FIDUCIARY PARTNERS, LLC | 413,795 | $16.8M | 1.6% | 1% | +0.1% |
| 9 | &PARTNERS | 373,667 | $15.2M | 0.1% | 0.9% | -21.2% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 331,759 | $13.5M | 0.0% | 0.8% | +4.6% |
| 11 | BANK OF AMERICA CORP /DE/ | 329,945 | $13.4M | 0.0% | 0.8% | -1.1% |
| 12 | STIFEL FINANCIAL CORP | 309,718 | $12.6M | 0.0% | 0.8% | +4.5% |
| 13 | Vestmark Advisory Solutions, Inc. | 282,460 | $11.5M | 0.1% | 0.7% | -22.6% |
| 14 | Cetera Investment Advisers | 246,077 | $10.0M | 0.0% | 0.6% | +5.5% |
| 15 | PARK NATIONAL CORP /OH/ | 242,086 | $9.8M | 0.3% | 0.6% | -17.4% |
| 16 | Janney Montgomery Scott LLC | 221,451 | $9.0M | 0.0% | 0.5% | -6.6% |
| 17 | Clear Creek Financial Management, LLC | 213,297 | $8.7M | 0.6% | 0.5% | -2.4% |
| 18 | ELEVATION POINT WEALTH PARTNERS, LLC | 193,923 | $7.9M | 0.1% | 0.5% | -29.6% |
| 19 | One Capital Management, LLC | 174,899 | $7.1M | 0.2% | 0.4% | 0.0% |
| 20 | Blackhawk Capital Partners, LLCNEW | 171,989 | $7.0M | 2.3% | 0.4% | new |
| 21 | JANE STREET GROUP, LLC | 143,718 | $5.8M | 0.0% | 0.4% | -71.5% |
| 22 | Fearless Solutions, LLC dba Best Invest | 143,631 | $5.8M | 3.1% | 0.4% | -13.9% |
| 23 | NewEdge Advisors, LLC | 135,843 | $5.5M | 0.0% | 0.3% | +248.4% |
| 24 | HARBOUR INVESTMENTS, INC. | 128,171 | $5.2M | 0.1% | 0.3% | +14.3% |
| 25 | CITIGROUP INC | 125,268 | $5.1M | 0.0% | 0.3% | -9.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.