Accel Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,997
| Closed | -$205K | – | 273 |
|
|
2025
Q1 | $205K | Sell |
4,997
-951
| -16% | -$39K | 0.07% | 235 |
|
|
2024
Q4 | $246K | Sell |
5,948
-1,385
| -19% | -$57.2K | 0.09% | 208 |
|
|
2024
Q3 | $308K | Sell |
7,333
-61
| -0.8% | -$2.56K | 0.11% | 184 |
|
|
2024
Q2 | $300K | Sell |
7,394
-348
| -4% | -$14.1K | 0.12% | 169 |
|
|
2024
Q1 | $319K | Buy |
7,742
+193
| +3% | +$7.96K | 0.14% | 151 |
|
|
2023
Q4 | $314K | Buy |
7,549
+976
| +15% | +$40.6K | 0.16% | 137 |
|
|
2023
Q3 | $258K | Buy |
6,573
+92
| +1% | +$3.61K | 0.14% | 137 |
|
|
2023
Q2 | $257K | Buy |
6,481
+956
| +17% | +$37.9K | 0.14% | 138 |
|
|
2023
Q1 | $220K | Sell |
5,525
-2,483
| -31% | -$98.7K | 0.09% | 204 |
|
|
2022
Q4 | $312K | Buy |
8,008
+426
| +6% | +$16.6K | 0.15% | 119 |
|
|
2022
Q3 | $301K | Sell |
7,582
-44
| -0.6% | -$1.75K | 0.16% | 123 |
|
|
2022
Q2 | $306K | Buy |
7,626
+291
| +4% | +$11.7K | 0.18% | 109 |
|
|
2022
Q1 | $335K | Sell |
7,335
-51
| -0.7% | -$2.33K | 0.17% | 100 |
|
|
2021
Q4 | $353K | Buy |
7,386
+1,520
| +26% | +$72.6K | 0.17% | 104 |
|
|
2021
Q3 | $283K | Buy |
5,866
+438
| +8% | +$21.1K | 0.18% | 94 |
|
|
2021
Q2 | $263K | Buy |
5,428
+1,265
| +30% | +$61.3K | 0.17% | 114 |
|
|
2021
Q1 | $203K | Buy |
4,163
+1,434
| +53% | +$69.9K | 0.16% | 131 |
|
|
2020
Q4 | $133K | Buy |
+2,729
| New | +$133K | 0.12% | 168 |
|