1834 Investment Advisors’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

1834 Investment Advisors’s Portfolio HYLS Stock Details HYLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-3,355	Closed	-$131K	–	315
2022 Q2	$131K	Sell	3,355 -234	-7%	-$9.92K	0.02%	215
2022 Q1	$164K	Sell	3,589 -54	-1%	-$2.5K	0.02%	200
2021 Q4	$174K	Sell	3,643 -98	-3%	-$4.68K	0.02%	201
2021 Q3	$180K	Sell	3,741 -30,886	-89%	-$1.49M	0.02%	202
2021 Q2	$1.68M	Sell	34,627 -3,221	-9%	-$157K	0.2%	86
2021 Q1	$1.84M	Buy	37,848 +32,070	+555%	+$1.57M	0.24%	80
2020 Q4	$282K	Buy	5,778 +424	+8%	+$20.4K	0.04%	169
2020 Q3	$253K	Buy	5,354 +25	+0.5%	+$1.18K	0.04%	165
2020 Q2	$244K	Sell	5,329 -12	-0.2%	-$545	0.04%	159
2020 Q1	$224K	Sell	5,341 -451	-8%	-$21.1K	0.04%	162
2019 Q4	$283K	Buy	5,792 +25	+0.4%	+$1.21K	0.04%	163
2019 Q3	$278K	Hold	5,767	–	–	0.04%	167
2019 Q2	$277K	Sell	5,767 -927	-14%	-$44.6K	0.04%	164
2019 Q1	$320K	Sell	6,694 -283	-4%	-$13.4K	0.05%	145
2018 Q4	$313K	Sell	6,977 -146,957	-95%	-$6.86M	0.05%	141
2018 Q3	$7.36M	Sell	153,934 -7,079	-4%	-$337K	1.07%	37
2018 Q2	$7.58M	Sell	161,013 -4,388	-3%	-$209K	1.19%	29
2018 Q1	$7.88M	Buy	165,401 +3,157	+2%	+$152K	1.35%	23
2017 Q4	$7.88M	Buy	162,244 +11,284	+7%	+$550K	1.24%	27
2017 Q3	$7.41M	Buy	150,960 +5,107	+4%	+$252K	1.38%	25
2017 Q2	$7.17M	Buy	145,853 +11,462	+9%	+$564K	1.35%	25
2017 Q1	$6.57M	Buy	134,391 +29,538	+28%	+$1.44M	1.26%	28
2016 Q4	$5.06M	Buy	104,853 +3,259	+3%	+$157K	1.02%	37
2016 Q3	$4.94M	Buy	101,594 +60,274	+146%	+$2.93M	1.07%	39
2016 Q2	$1.97M	Buy	41,320 +10,773	+35%	+$514K	0.43%	63
2016 Q1	$1.45M	Buy	+30,547	New	+$1.42M	0.33%	72

Other funds holding HYLS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

1834 Investment Advisors's HYLS Position: Q3 2022 in Review

1834 Investment Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2022, closing a stake of 3,355 shares — an estimated $131K sold.

1834 Investment Advisors first reported a position in HYLS in Q1 2016 and held it in 26 quarters. The position peaked at $7.88M in Q4 2017. 202 funds tracked by Wall St. Rank hold HYLS as of Q3 2022.

1834 Investment Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 3,355 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2022, an estimated $131K.
1834 Investment Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2016 and held it in 26 quarters.
1834 Investment Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $7.88M in Q4 2017.
202 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.