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Disclosery

HYLS FIRST TR EXCHANGE-TRADED FD

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FIRST TR TA HIYL (fund)

220 managers (223 13F filers) reported a position in HYLS shares at 2025-03-31, 24,972,788 shares in all. 25 filers opened a position and 32 filers sold out during the quarter.

Managers
220
13F filers
223
New
25
Added
94
Reduced
78
Sold out
32
Shares held by filers
24,972,788

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY5,632,117$231M0.02%+535,00413F-HRTimelineGroup
LPL Financial LLC3,528,904$145M0.06%+625,78813F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,784,404$114M0.1%+95,91413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,937,811$79.5M0.02%-106,58813F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,144,695$47M0.01%+63,89213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA664,641$27.3M0.01%-151,28313F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC498,836$20.5M0.01%+136,22113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding408,225$16.8M+77,787Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/399,930$16.4M<0.01%-361,44413F-HRTimelineGroup
PARK NATIONAL CORP /OH/325,551$13.4M0.49%-4,06513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC323,977$13.3M1.1%+7,46213F-HRTimeline
&PARTNERS304,124$12.7M0.13%+133,32913F-HRTimeline
Cetera Investment Advisers295,046$12.1M0.02%+36,99013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.245,498$10.1M0.02%+21,00313F-HRTimelineGroup
One Capital Management, LLC223,564$9.18M0.31%-10,20213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…217,137$8.91M0.22%+8,60813F-HRTimelineGroup
Clear Creek Financial Management, LLC211,275$8.67M0.9%+15,56413F-HRTimeline
Cambridge Investment Research Advisors,…205,468$8.43M0.03%+115,24313F-HRTimeline
Fearless Solutions, LLC dba Best Invest200,395$8.22M6.39%-4,63313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP197,719$8.11M0.01%+23,12413F-HRTimelineGroup
Geneos Wealth Management Inc.187,040$7.68M0.11%+136,63413F-HRTimeline
Holos Integrated Wealth LLC182,688$7.5M4.92%-29,15413F-HRTimeline
Kingsview Wealth Management, LLC179,664$7.37M0.14%-25,82113F-HRTimeline
Janney Montgomery Scott LLC166,653$6.84M0.02%+1,48313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC134,574$5.52M<0.01%-9013F-HRTimelineGroup
NewEdge Advisors, LLC121,793$5M0.03%-8,65813F-HRTimeline
HBW ADVISORY SERVICES LLC121,756$5M0.71%-45,44513F-HRTimeline
Visionary Wealth Advisors119,153$4.89M0.29%-70713F-HRTimeline
EWG Elevate Inc.109,093$4.48M1.7%+6,35913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…106,456$4.37M0.06%+28,87213F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.106,408$4.37M0.07%-10,01613F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC105,196$4.32M0.01%+31,69613F-HRTimeline
Prostatis Group LLC104,187$4.28M1.35%+2,45913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC103,296$4.24M0.01%+1,30113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding98,416$4.04M-9,763Timeline
AVANTAX ADVISORY SERVICES, INC.95,809$3.93M0.02%+8,46313F-HRTimeline
Atria Wealth Solutions, Inc.93,803$3.85M0.05%+52,14513F-HRTimeline
Private Advisor Group, LLC83,906$3.44M0.02%-277,11213F-HRTimeline
WEDBUSH SECURITIES INC74,859$3.07M0.11%+92413F-HRTimeline
Quad-Cities Investment Group, LLC73,651$3.02M1.49%+10,75113F-HRTimeline
Janney Capital Management LLC71,050$2.92M0.2%+3,67713F-HRTimeline
Darwin Wealth Management, LLC66,151$2.73M0.92%013F-HRTimeline
Vestmark Advisory Solutions, Inc.64,301$2.64M0.07%+18,50313F-HRTimeline
Brendel Financial Advisors LLC64,226$2.64M1.6%+72613F-HRTimeline
CWM, LLCin group CWM, LLC61,955$2.54M0.01%-4,75913F-HRTimelineGroup
Private Advisory Group LLC61,510$2.52M0.29%-3,12413F-HRTimeline
Ocean Park Asset Management, LLC61,400$2.52M0.09%013F-HRTimeline
Prospera Financial Services Inc57,518$2.36M0.05%+25,99413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC55,803$2.29M0.01%+13,74813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP54,988$2.26M<0.01%+1,97113F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …54,366$2.23M0.03%-3,10613F-HRTimelineGroup
Rockport Wealth LLC53,375$2.19M0.77%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.52,806$2.17M0.06%-2,12513F-HRTimeline
DAVENPORT & Co LLC50,086$2.06M0.01%+10,26513F-HRTimeline
RiverTree Advisors, LLC48,678$2M1.34%+1,52713F-HRTimeline
Harvest Investment Services, LLC46,990$1.93M0.54%-19,99713F-HRTimeline
U.S. Capital Wealth Advisors, LLC46,751$1.92M0.06%-3,81813F-HRTimeline
J.W. COLE ADVISORS, INC.46,381$1.9M0.06%-51113F-HRTimeline
Randall & Associates Wealth Management45,597$1.87M1.54%+18513F-HRTimeline
D.A. DAVIDSON & CO.43,478$1.78M0.01%+1,80013F-HRTimeline
Summit Financial, LLC39,889$1.64M0.05%new13F-HRTimeline
Chicago Partners Investment Group LLC39,389$1.62M0.05%+1,10913F-HRTimeline
Strategic Financial Partners, Ltd.39,368$1.62M0.85%+2,43013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC39,197$1.61M0.02%+1,95213F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding38,795$1.6M-113Timeline
Focus Partners Wealthin group Focus Partners Wealth36,325$1.49M<0.01%+81813F-HR/ATimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.33,599$1.38M0.54%+5,37513F-HRTimeline
Kovack Advisors, Inc.32,171$1.32M0.14%+38613F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC32,164$1.32M0.28%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC31,512$1.29M0.32%-14,67213F-HRTimeline
Luken Investment Analytics, LLC30,968$1.27M0.6%+8,65513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management30,627$1.26M0.04%+1,52413F-HRTimelineGroup
LVZ, Inc.29,586$1.21M0.16%+1,29113F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC28,500$1.17M1.05%+17713F-HRTimeline
COMERICA BANK27,007$1.11M<0.01%-63013F-HRTimeline
Manhattan West Asset Management, LLC26,553$1.09M0.28%013F-HRTimeline
Perigon Wealth Management, LLC26,124$1.07M0.03%+4,83513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC25,873$1.06M<0.01%-54,46413F-HR/ATimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC25,320$1.04M0.76%-313F-HRTimeline
Wagner Wealth Management, LLC24,994$1.03M0.26%-34813F-HRTimeline
Snowden Capital Advisors LLC24,193$993K0.03%+18513F-HRTimeline
Integrated Advisors Network LLC23,037$945K0.05%-4,36713F-HRTimeline
Advisory Services Network, LLC23,014$944K0.02%+2,07513F-HRTimeline
BEACON FINANCIAL GROUP22,919$941K0.1%-1,55813F-HRTimeline
AE Wealth Management LLC22,537$925K0.01%+5,00413F-HRTimeline
Financial Advocates Investment Manageme…21,875$898K0.06%-1,41013F-HRTimeline
Advisory Alpha, LLC21,860$897K0.03%-3,81513F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.20,571$844K<0.01%-22,03713F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED20,508$841K0.08%+58613F-HR/ATimeline
MML INVESTORS SERVICES, LLC20,211$829K<0.01%+3,57313F-HRTimeline
Acorn Wealth Advisors, LLC19,799$813K0.34%+1,58013F-HRTimeline
BlueChip Wealth Advisors LLC19,063$782K0.38%-1,25013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.18,954$778K0.04%-31813F-HR/ATimelineGroup
Walker Asset Management, LLC18,647$765K0.47%013F-HRTimeline
Sanctuary Advisors, LLC18,084$742K0.01%-2,34013F-HRTimeline
Moloney Securities Asset Management, LLC17,979$738K0.1%-41513F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.17,809$731K0.41%-2613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC17,255$708K0.01%+1,64713F-HRTimelineGroup
NEW WAVE WEALTH ADVISORS LLC17,053$700K0.31%-56,20813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…16,673$684K0.03%+3,14313F-HRTimelineGroup
OBSIDIAN CIO, LLC16,057$659K0.11%new13F-HRTimeline
WESPAC Advisors, LLC15,908$653K0.53%new13F-HRTimeline
Koshinski Asset Management, Inc.15,814$649K0.06%+9,86613F-HRTimeline
Moors & Cabot, Inc.14,753$605K0.03%+2,07513F-HRTimeline
Atria Investments, Inc14,722$604K0.01%+2,18113F-HRTimeline
Ramiah Investment Group14,536$597K0.57%-4,32713F-HRTimeline
Golden State Wealth Management, LLC14,364$590K0.09%+12,78813F-HR/ATimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC14,164$581K0.15%+4,40913F-HRTimelineGroup
Lighthouse Wealth Management Inc.13,902$571K0.52%-1,39713F-HRTimeline
Virtue Capital Management, LLC13,744$564K0.07%new13F-HRTimeline
Walkner Condon Financial Advisors LLC13,475$553K0.11%-1,88713F-HRTimeline
Core Wealth Partners LLC13,473$553K0.32%+74713F-HRTimeline
UPTICK PARTNERS, LLC13,105$538K0.18%new13F-HRTimeline
Fairway Financial, LLC12,709$522K0.47%+3,52913F-HRTimeline
Arkadios Wealth Advisors12,599$517K0.02%-2,91213F-HRTimeline
Arax Advisory Partners12,435$510K0.03%+47513F-HRTimeline
Aurora Private Wealth, Inc.12,278$504K0.4%+48113F-HR/ATimeline
World Investment Advisors12,023$493K0.01%+54413F-HRTimeline
Western Wealth Management, LLC11,901$488K0.03%+1,53813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,665$438K<0.01%+29113F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC10,402$427K0.09%new13F-HRTimeline
SteelPeak Wealth, LLC10,400$427K0.02%-5,40013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,394$427K0.04%-36513F-HRTimeline
OMNI 360 Wealth, Inc.10,294$422K0.28%-1,62113F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,090$414K<0.01%+2,71813F-HRTimelineGroup
Independent Wealth Network Inc.10,078$414K0.16%+2,48413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC10,033$412K0.03%new13F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC10,000$410K0.32%new13F-HRTimeline
PRIVATE TRUST CO NA9,992$410K0.04%-8013F-HRTimeline
Wealth Watch Advisors, INC9,796$402K0.33%new13F-HRTimeline
Rathbones Group PLC9,595$394K<0.01%-7513F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC9,497$390K0.18%-8,58513F-HRTimeline
Orion Porfolio Solutions, LLC9,383$385K<0.01%+1,51813F-HRTimeline
Orion Portfolio Solutions, LLC9,383$385K<0.01%+1,51813F-HR/ATimeline
Gladstone Institutional Advisory LLC9,245$379K0.02%+2,16913F-HRTimeline
Csenge Advisory Group9,108$372K0.02%+1,48313F-HRTimeline
Capital Investment Advisors, LLC8,728$358K0.01%+113F-HRTimeline
Proactive Wealth Strategies LLC8,622$354K0.19%+13313F-HRTimeline
Capital Investment Advisory Services, L…8,129$334K0.03%-2,38513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,031$330K<0.01%-26,79113F-HRTimelineGroup
Collaborative Wealth Managment Inc.7,775$319K0.15%-7613F-HRTimeline
Tidemark, LLC7,520$309K0.11%-10813F-HRTimeline
Realta Investment Advisors7,298$299K0.14%+35913F-HRTimeline
Flaharty Asset Management, LLC7,172$294K0.04%013F-HRTimeline
Quartz Partners, LLC7,150$293K0.18%+1,20013F-HRTimeline
Merkkuri Wealth Advisors LLC7,105$292K0.25%+10213F-HRTimeline
HighTower Advisors, LLC6,913$284K<0.01%new13F-HRTimeline
Betterment LLC6,860$282K<0.01%+1,73413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,501$267K0.02%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC6,416$263K<0.01%-22113F-HRTimelineGroup
Belpointe Asset Management LLC6,398$263K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.6,359$261K0.02%-6513F-HRTimeline
Engineers Gate Manager LP6,322$259K<0.01%new13F-HRTimeline
Sigma Planning Corp6,314$259K0.01%+1,09813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,260$257K0.01%-26213F-HRTimeline
Bison Wealth, LLC6,258$257K0.02%-29613F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.6,250$256K<0.01%new13F-HRTimelineGroup
Beacon Pointe Advisors, LLC6,234$256K<0.01%-8013F-HRTimeline
MGO ONE SEVEN LLC6,210$255K0.01%-34013F-HRTimeline
Aristides Capital LLC6,058$249K0.09%013F-HRTimeline
Diversified Enterprises, LLC6,008$247K0.02%-5913F-HRTimeline
Integrated Wealth Concepts LLC5,990$246K<0.01%013F-HRTimeline
Running Point Capital Advisors, LLC5,878$241K0.08%-36113F-HRTimeline
N.E.W. Advisory Services LLC5,299$217K0.02%new13F-HRTimeline
Helium Advisors LLC5,162$212K0.15%+2613F-HRTimeline
IHT Wealth Management, LLC5,115$210K0.01%new13F-HRTimeline
NOVEM GROUP5,077$208K0.03%new13F-HRTimeline
ROI Financial Advisors, LLC5,060$208K0.15%-59613F-HRTimeline
Marion Wealth Management5,053$207K0.06%+17813F-HRTimeline
Accel Wealth Management4,997$205K0.07%-95113F-HRTimeline
Farther Finance Advisors, LLC4,650$191K<0.01%+57413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,434$182K<0.01%-6,23613F-HRTimelineGroup
Steward Partners Investment Advisory, L…4,313$177K<0.01%+99213F-HRTimeline
IMG Wealth Management, Inc.3,761$154K0.14%+86713F-HRTimeline
Raleigh Capital Management Inc.3,274$134K0.06%+33513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,249$133K<0.01%-8,63913F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2,728$112K0.05%-28513F-HRTimeline
MAI Capital Management2,637$108K<0.01%-13813F-HRTimeline
GPS Wealth Strategies Group, LLC2,185$89.7K0.01%+1,98513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,080$85K<0.01%-2,72713F-HRTimelineGroup
Topsail Wealth Management, LLC2,000$82.1K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,800$74.4K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.1,428$58K<0.01%+1,42713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,359$55.8K<0.01%new13F-HRTimelineGroup
CITY HOLDING CO1,355$55.6K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,268$52K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,144$47K<0.01%-28513F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,133$46.5K<0.01%-12013F-HRTimeline
SBI Securities Co., Ltd.1,122$46K<0.01%+19613F-HRTimeline
Qube Research & Technologies Ltd1,068$43.8K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC1,004$41.2K0.03%+913F-HRTimeline
MGB Wealth Management, LLC1,000$41K0.01%new13F-HRTimeline
Beacon Capital Management, LLC867$35.6K<0.01%013F-HRTimeline
Archer Investment Corp700$28.7K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB619$25.4K<0.01%-1013F-HRTimeline
Register Financial Advisors LLC616$25.3K0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …620$25K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC580$23.8K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO551$22.6K<0.01%-14,53313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…500$20.5K<0.01%+12513F-HRTimelineGroup