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

Accurate 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
2026 Q2	$362K	Buy	+8,887	New	+$363K	0.03%	416
2023 Q1	–	Sell	-2,617	Closed	-$105K	–	780
2022 Q4	$105K	Buy	+2,617	New	+$103K	0.04%	304
2022 Q2	–	Sell	-7,710	Closed	-$353K	–	170
2022 Q1	$353K	Buy	7,710 +432	+6%	+$20K	0.16%	111
2021 Q4	$349K	Sell	7,278 -59	-0.8%	-$2.82K	0.29%	94
2021 Q3	$354K	Sell	7,337 -50	-0.7%	-$2.42K	0.31%	89
2021 Q2	$358K	Buy	+7,387	New	+$359K	0.31%	81

Other funds holding HYLS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KFP

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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Accurate Wealth Management's HYLS Position: Q2 2026 in Review

Accurate Wealth Management opened a new position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2026: 8,887 shares worth $362K. The stake represents 0.03% of the portfolio and ranks #416 among its holdings. This is a return to the name: Accurate Wealth Management previously reported a position in HYLS as recently as Q4 2022.

Accurate Wealth Management first reported a position in HYLS in Q2 2021 and has held it in 6 quarters since. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Accurate Wealth Management held 8,887 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $362K as of Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF was a new Accurate Wealth Management position in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #416 holding.
Accurate Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2021 and has held it in 6 quarters since.
215 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.