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

Accuvest Global 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
2018 Q3	–	Sell	-17,050	Closed	-$803K	–	136
2018 Q2	$803K	Hold	17,050	–	–	0.31%	54
2018 Q1	$812K	Hold	17,050	–	–	0.6%	34
2017 Q4	$828K	Hold	17,050	–	–	0.61%	30
2017 Q3	$836K	Sell	17,050 -17,050	-50%	-$840K	0.71%	31
2017 Q2	$1.68M	Hold	34,100	–	–	0.56%	29
2017 Q1	$1.67M	Buy	34,100 +17,050	+100%	+$831K	0.53%	27
2016 Q4	$822K	Sell	17,050 -17,050	-50%	-$822K	0.74%	23
2016 Q3	$1.66M	Buy	34,100 +17,050	+100%	+$828K	0.46%	29
2016 Q2	$813K	Hold	17,050	–	–	0.5%	29
2016 Q1	$808K	Hold	17,050	–	–	0.39%	31
2015 Q4	$801K	Buy	+17,050	New	+$818K	0.35%	35

Other funds holding HYLS

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

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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 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

Accuvest Global Advisors's HYLS Position: Q3 2018 in Review

Accuvest Global Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2018, closing a stake of 17,050 shares — an estimated $803K sold.

Accuvest Global Advisors first reported a position in HYLS in Q4 2015 and held it in 11 quarters. The position peaked at $1.68M in Q2 2017. 130 funds tracked by Wall St. Rank hold HYLS as of Q3 2018.

Accuvest Global Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q3 2018 after selling out during the quarter.
Accuvest Global Advisors sold 17,050 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2018, an estimated $803K.
Accuvest Global Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2015 and held it in 11 quarters.
Accuvest Global Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $1.68M in Q2 2017.
130 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2018.

Based on Accuvest Global Advisors's 13F filing for Q3 2018, filed 31 Oct 2018.