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Disclosery

HYLS FIRST TR EXCHANGE-TRADED FD

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FIRST TR TA HIYL (fund)

231 managers (235 13F filers) reported a position in HYLS shares at 2024-12-31, 24,977,603 shares in all. 24 filers opened a position and 19 filers sold out during the quarter.

Managers
231
13F filers
235
New
24
Added
76
Reduced
90
Sold out
19
Shares held by filers
24,977,603

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY5,097,113$211M0.01%-214,38313F-HR/ATimelineGroup
LPL Financial LLC2,903,116$120M0.05%-278,09313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,688,490$111M0.1%-114,65213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,044,399$84.5M0.02%-41,20913F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,080,803$44.7M0.01%+30,84913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA815,924$33.7M0.01%+103,53513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/761,374$31.5M<0.01%+340,53813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC362,615$15M0.01%13F-HR/ATimelineGroup
Private Advisor Group, LLC361,018$14.9M0.08%+184,62213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC348,017$14.4M0.02%+340,91013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding330,438$13.7M-72,848Timeline
PARK NATIONAL CORP /OH/329,616$13.6M0.5%-7,52413F-HRTimeline
Independent Advisor Alliance324,909$13.4M0.18%new13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC316,515$13.1M1.08%+11,10913F-HRTimeline
Cetera Investment Advisers258,056$10.7M0.02%+45,93913F-HRTimeline
One Capital Management, LLC233,766$9.66M0.32%-73,40513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.224,495$9.28M0.02%+126,79513F-HR/ATimelineGroup
Holos Integrated Wealth LLC211,842$8.76M5.98%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…208,529$8.62M0.23%+50813F-HRTimelineGroup
Kingsview Wealth Management, LLC205,485$8.49M0.17%-22,98813F-HRTimeline
Fearless Solutions, LLC dba Best Invest205,028$8.47M6.47%13F-HRTimeline
Clear Creek Financial Management, LLC195,711$8.09M0.87%+7,51613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP174,595$7.22M0.01%+10,33313F-HRTimelineGroup
&PARTNERS170,795$7.08M0.08%+149,54613F-HRTimeline
HBW ADVISORY SERVICES LLC167,201$6.91M0.71%+1,42813F-HRTimeline
Janney Montgomery Scott LLC165,170$6.83M0.02%+4,39213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC134,664$5.57M0.01%+29,36313F-HRTimelineGroup
NewEdge Advisors, LLC130,451$5.39M0.03%+40,12213F-HRTimeline
Visionary Wealth Advisors119,860$4.95M0.29%+26913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.116,424$4.81M0.07%-5,48613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding108,179$4.47M-20,625Timeline
EWG Elevate Inc.102,734$4.25M1.29%+3,59113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC101,995$4.21M0.01%+6,86513F-HRTimeline
Prostatis Group LLC101,728$4.2M1.23%+3,06713F-HRTimeline
GeoWealth Management, LLC90,755$3.75M0.12%+21,64913F-HRTimeline
Cambridge Investment Research Advisors,…90,225$3.73M0.01%+27,63313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.87,346$3.61M0.02%+15,61013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC80,337$3.32M<0.01%new13F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…77,584$3.21M0.04%+7,22913F-HRTimelineGroup
WEDBUSH SECURITIES INC73,935$3.06M0.11%-1,51413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC73,500$3.04M<0.01%-28,20013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC73,261$3.03M1.24%-2,23613F-HRTimeline
TAP Consulting, LLC72,808$3.01M0.62%+21,37213F-HRTimeline
Elevation Capital Advisory, LLC70,415$2.91M1.25%+1,30913F-HRTimeline
Janney Capital Management LLC67,373$2.79M0.18%-6,90313F-HRTimeline
Harvest Investment Services, LLC66,987$2.77M0.68%-3,91913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC66,724$2.76M<0.01%+55,62613F-HRTimelineGroup
CWM, LLCin group CWM, LLC66,714$2.76M0.01%-12413F-HRTimelineGroup
Darwin Wealth Management, LLC66,151$2.73M0.92%-14,13713F-HR/ATimeline
Private Advisory Group LLC64,634$2.67M0.3%+4,20613F-HR/ATimeline
Brendel Financial Advisors LLC63,500$2.62M1.59%-6,25213F-HRTimeline
Quad-Cities Investment Group, LLC62,900$2.6M1.27%+1,34513F-HRTimeline
Ocean Park Asset Management, LLC61,400$2.54M0.09%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …57,472$2.38M0.04%+81613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.54,931$2.27M0.07%-5,35713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP53,017$2.19M<0.01%-4,14013F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC50,569$2.09M0.06%+1,40713F-HRTimeline
Geneos Wealth Management Inc.50,406$2.08M0.07%+2,95613F-HRTimeline
RiverTree Advisors, LLC47,151$1.95M1.28%new13F-HRTimeline
J.W. COLE ADVISORS, INC.46,892$1.94M0.08%-1,62613F-HRTimeline
Legacy Capital Wealth Partners, LLC46,184$1.91M0.47%-59113F-HRTimeline
Vestmark Advisory Solutions, Inc.45,798$1.89M0.07%-21,80113F-HRTimeline
Blackhawk Capital Partners, LLC45,676$1.89M0.98%-16,35913F-HRTimeline
Randall & Associates Wealth Management45,412$1.88M1.56%+7,32813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.42,608$1.76M<0.01%+9,10613F-HRTimelineGroup
FLOW TRADERS U.S. LLC42,165$1.74M0.07%+27,33813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC42,055$1.74M<0.01%-31,63213F-HRTimelineGroup
D.A. DAVIDSON & CO.41,678$1.72M0.01%+80713F-HRTimeline
Atria Wealth Solutions, Inc.41,658$1.72M0.02%-19,11213F-HRTimeline
DAVENPORT & Co LLC39,821$1.65M0.01%+70213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding38,908$1.61M-2,975Timeline
Chicago Partners Investment Group LLC38,280$1.58M0.05%-5,17013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC37,245$1.54M0.02%+11,98113F-HRTimelineGroup
Strategic Financial Partners, Ltd.36,938$1.53M0.78%-12013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth35,507$1.47M<0.01%-3,17613F-HR/ATimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management34,822$1.44M0.02%-4,40413F-HRTimelineGroup
OneDigital Investment Advisors LLC32,446$1.34M0.02%+17113F-HRTimeline
Kovack Advisors, Inc.31,785$1.31M0.13%-41,67613F-HRTimeline
Prospera Financial Services Inc31,524$1.3M0.03%-1,10513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,633$1.22M<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management29,103$1.2M0.04%+3,88313F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC28,323$1.17M0.9%13F-HRTimeline
LVZ, Inc.28,295$1.17M0.15%+1,79813F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.28,224$1.17M0.47%+3,95413F-HRTimeline
COMERICA BANK27,637$1.14M<0.01%-8,75613F-HR/ATimeline
Integrated Advisors Network LLC27,404$1.13M0.05%-9,17913F-HRTimeline
Manhattan West Asset Management, LLC26,553$1.1M0.3%013F-HRTimeline
CoreCap Advisors, LLC26,443$1.09M0.05%+26,38313F-HRTimeline
Advisory Alpha, LLC25,675$1.06M0.04%-10,92313F-HRTimeline
Wagner Wealth Management, LLC25,342$1.05M0.27%-98813F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC25,323$1.05M0.75%-313F-HRTimeline
BEACON FINANCIAL GROUP24,477$1.01M0.11%+1813F-HRTimeline
Snowden Capital Advisors LLC24,008$992K0.03%+1,48813F-HRTimeline
Financial Advocates Investment Manageme…23,285$962K0.05%-20313F-HRTimeline
Luken Investment Analytics, LLC22,313$922K0.43%+12,37113F-HRTimeline
Perigon Wealth Management, LLC21,289$885K0.02%+8,63313F-HRTimeline
Advisory Services Network, LLC20,939$865K0.02%-2,65113F-HRTimeline
Sanctuary Advisors, LLC20,424$851K0.01%-10,07113F-HRTimeline
BlueChip Wealth Advisors LLC20,313$840K0.47%+73913F-HRTimeline
Mutual Advisors, LLC19,869$826K0.02%-11,98113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED19,922$823K0.08%-1,69713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.19,272$796K0.04%-15,16013F-HR/ATimelineGroup
Ramiah Investment Group18,863$780K0.71%-97713F-HRTimeline
Walker Asset Management, LLC18,647$771K0.47%+50013F-HRTimeline
Moloney Securities Asset Management, LLC18,394$760K0.1%-95813F-HRTimeline
Acorn Wealth Advisors, LLC18,219$753K0.31%new13F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC18,082$747K0.34%-2,38613F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.17,835$737K0.42%+21713F-HRTimeline
AE Wealth Management LLC17,533$725K0.01%-2,18513F-HRTimeline
MML INVESTORS SERVICES, LLC16,638$688K<0.01%-2,85313F-HRTimeline
SteelPeak Wealth, LLC15,800$653K0.03%+40013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC15,608$645K0.01%-3,77813F-HRTimelineGroup
Arkadios Wealth Advisors15,511$641K0.03%-16513F-HRTimeline
Walkner Condon Financial Advisors LLC15,362$635K0.13%-1,15913F-HRTimeline
Lighthouse Wealth Management Inc.15,299$632K0.58%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO15,084$623K<0.01%+14,44913F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC14,403$595K0.28%new13F-HRTimeline
EdgeRock Capital LLC13,942$576K0.38%-24713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…13,530$559K0.02%+1,56013F-HRTimelineGroup
Foundations Investment Advisors, LLC12,947$535K0.01%new13F-HRTimeline
Core Wealth Partners LLC12,726$526K0.3%+2,64513F-HRTimeline
Moors & Cabot, Inc.12,678$524K0.02%+2,35013F-HRTimeline
Atria Investments, Inc12,541$518K0.01%+82313F-HRTimeline
Arax Advisory Partners11,960$494K0.03%new13F-HRTimeline
OMNI 360 Wealth, Inc.11,915$492K0.33%-61813F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,888$491K<0.01%+9,44313F-HRTimelineGroup
Aurora Private Wealth, Inc.11,797$488K0.37%+1,30513F-HRTimeline
BLACK POINT WEALTH MANAGEMENT11,592$479K0.55%-16413F-HRTimeline
World Investment Advisors11,479$474K0.01%new13F-HRTimeline
MBE Wealth Management, LLC11,457$474K0.27%-1,60513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,759$446K0.04%-6,789,52513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,670$441K<0.01%-41,04413F-HRTimelineGroup
Capital Investment Advisory Services, L…10,514$435K0.04%-76613F-HRTimeline
Freedom Financial Partners LLC10,460$432K0.21%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,374$429K<0.01%-1,84213F-HRTimelineGroup
Western Wealth Management, LLC10,363$428K0.03%-5,09813F-HR/ATimeline
PRIVATE TRUST CO NA10,072$416K0.04%+76913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC9,755$403K0.1%-13,28913F-HRTimelineGroup
Rathbones Group PLC9,670$400K<0.01%+40013F-HRTimeline
TWO SIGMA SECURITIES, LLC9,327$385K0.07%new13F-HRTimeline
Fairway Financial, LLC9,180$379K0.35%13F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC8,741$361K0.02%013F-HRTimelineGroup
Capital Investment Advisors, LLC8,727$361K0.01%new13F-HRTimeline
Proactive Wealth Strategies LLC8,489$351K0.18%+2,15913F-HRTimeline
Orion Porfolio Solutions, LLC7,865$325K<0.01%-1,88113F-HRTimeline
Orion Portfolio Solutions, LLC7,865$325K<0.01%-1,88113F-HRTimeline
Collaborative Wealth Managment Inc.7,851$324K0.15%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,836$324K0.01%-36913F-HRTimelineGroup
Tidemark, LLC7,628$315K0.12%-38813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…7,553$315K0.02%013F-HRTimeline
Csenge Advisory Group7,625$315K0.02%-5,97513F-HRTimeline
Independent Wealth Network Inc.7,594$314K0.13%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,372$305K<0.01%+1,58413F-HRTimelineGroup
Flaharty Asset Management, LLC7,172$296K0.04%013F-HRTimeline
Gladstone Institutional Advisory LLC7,076$292K0.01%-9,72413F-HRTimeline
Merkkuri Wealth Advisors LLC7,003$289K0.23%-5013F-HRTimeline
Realta Investment Advisors6,939$288K0.12%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC6,637$274K<0.01%-47413F-HRTimelineGroup
Bison Wealth, LLC6,554$271K0.03%13F-HRTimeline
MGO ONE SEVEN LLC6,550$271K0.01%+83013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,522$270K0.01%+1,25613F-HRTimeline
Sunbelt Securities, Inc.6,424$265K0.02%-1,27913F-HRTimeline
Beacon Pointe Advisors, LLC6,314$261K<0.01%-97813F-HRTimeline
Running Point Capital Advisors, LLC6,239$258K0.09%013F-HRTimeline
Diversified Enterprises, LLC6,067$251K0.02%-5913F-HRTimeline
Aristides Capital LLC6,058$250K0.08%+65013F-HRTimeline
Integrated Wealth Concepts LLC5,990$248K<0.01%-30013F-HRTimeline
Quartz Partners, LLC5,950$246K0.15%-12513F-HRTimeline
Accel Wealth Management5,948$246K0.09%-1,38513F-HRTimeline
Koshinski Asset Management, Inc.5,948$246K0.02%new13F-HRTimeline
Coppell Advisory Solutions LLC5,933$245K0.03%+3,99713F-HRTimeline
Mach-1 Financial Group, LLC5,666$234K0.42%+313F-HRTimeline
ROI Financial Advisors, LLC5,656$234K0.16%+7413F-HRTimeline
Strategic Blueprint, LLC5,296$219K0.01%-21313F-HRTimeline
Sigma Planning Corp5,216$216K0.01%new13F-HRTimeline
Helium Advisors LLC5,136$212K0.17%13F-HRTimeline
Betterment LLC5,126$212K<0.01%new13F-HRTimeline
Argyle Capital Partners, LLC5,032$208K0.18%13F-HRTimeline
Marion Wealth Management4,875$201K0.05%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,807$199K0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC4,076$168K0.01%+5413F-HRTimeline
Steward Partners Investment Advisory, L…3,321$137K<0.01%-18813F-HRTimeline
DHJJ Financial Advisors, Ltd.3,013$125K0.05%-5713F-HRTimeline
Raleigh Capital Management Inc.2,939$121K0.05%-5813F-HRTimeline
IMG Wealth Management, Inc.2,894$120K0.11%13F-HRTimeline
MAI Capital Management2,775$115K<0.01%new13F-HRTimeline
Copia Wealth Management2,175$89.9K0.09%13F-HRTimeline
Topsail Wealth Management, LLC2,000$82.7K0.02%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,800$74.4K<0.01%+513F-HRTimelineGroup
Householder Group Estate & Retirement S…1,795$74K0.06%+1413F-HRTimeline
Golden State Wealth Management, LLC1,576$65.1K0.01%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,429$59.1K<0.01%-9113F-HRTimelineGroup
Global Retirement Partners, LLC1,424$58.9K<0.01%-64513F-HRTimeline
CITY HOLDING CO1,355$56K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,268$52.4K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,253$51.8K<0.01%+60513F-HRTimeline
Park Square Financial Group, LLC995$41.1K0.03%13F-HRTimeline
SBI Securities Co., Ltd.926$38.3K<0.01%13F-HRTimeline
Beacon Capital Management, LLC867$35.8K<0.01%013F-HRTimeline
Archer Investment Corp700$28.9K0.01%013F-HRTimeline