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 Q3	$516K	Buy	13,077 +4,190	+47%	+$170K	0.04%	361
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Private Advisory Group Redmond, Washington $1.87B AUM 37.58% 1-Year Est. Return

Accurate Wealth Management's HYLS Position: Q3 2026 in Review

Accurate Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 47% in Q3 2026, buying an estimated $170K and bringing the position to 13,077 shares worth $516K. The position accounts for 0.04% of the portfolio, ranked #361.

Accurate Wealth Management first reported a position in HYLS in Q2 2021 and has held it in 7 quarters since. 123 funds tracked by Wall St. Rank hold HYLS as of Q3 2026.

Accurate Wealth Management held 13,077 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $516K as of Q3 2026.
Accurate Wealth Management bought 4,190 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2026, an estimated $170K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.04% of Accurate Wealth Management's portfolio in Q3 2026, its #361 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 7 quarters since.
123 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.