Accel Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Accel Wealth Management’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
2025 Q2	–	Sell	-4,997	Closed	-$205K	–	273
2025 Q1	$205K	Sell	4,997 -951	-16%	-$39.4K	0.07%	235
2024 Q4	$246K	Sell	5,948 -1,385	-19%	-$57.8K	0.09%	208
2024 Q3	$308K	Sell	7,333 -61	-0.8%	-$2.52K	0.11%	184
2024 Q2	$300K	Sell	7,394 -348	-4%	-$14.1K	0.12%	169
2024 Q1	$319K	Buy	7,742 +193	+3%	+$7.95K	0.14%	151
2023 Q4	$314K	Buy	7,549 +976	+15%	+$38.8K	0.16%	137
2023 Q3	$258K	Buy	6,573 +92	+1%	+$3.65K	0.14%	137
2023 Q2	$257K	Buy	6,481 +956	+17%	+$37.8K	0.14%	138
2023 Q1	$220K	Sell	5,525 -2,483	-31%	-$98.9K	0.09%	204
2022 Q4	$312K	Buy	8,008 +426	+6%	+$16.8K	0.15%	119
2022 Q3	$301K	Sell	7,582 -44	-0.6%	-$1.79K	0.16%	123
2022 Q2	$306K	Buy	7,626 +291	+4%	+$12.3K	0.18%	109
2022 Q1	$335K	Sell	7,335 -51	-0.7%	-$2.36K	0.17%	100
2021 Q4	$353K	Buy	7,386 +1,520	+26%	+$72.7K	0.17%	104
2021 Q3	$283K	Buy	5,866 +438	+8%	+$21.2K	0.18%	94
2021 Q2	$263K	Buy	5,428 +1,265	+30%	+$61.5K	0.17%	114
2021 Q1	$203K	Buy	4,163 +1,434	+53%	+$70K	0.16%	131
2020 Q4	$133K	Buy	+2,729	New	+$131K	0.12%	168

Other funds holding HYLS

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Accel Wealth Management's HYLS Position: Q2 2025 in Review

Accel Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2025, closing a stake of 4,997 shares — an estimated $205K sold.

Accel Wealth Management first reported a position in HYLS in Q4 2020 and held it in 18 quarters. The position peaked at $353K in Q4 2021. 216 funds tracked by Wall St. Rank hold HYLS as of Q2 2025.

Accel Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2025 after selling out during the quarter.
Accel Wealth Management sold 4,997 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2025, an estimated $205K.
Accel Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2020 and held it in 18 quarters.
Accel Wealth Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $353K in Q4 2021.
216 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2025.

Based on Accel Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.