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

ACG Wealth’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
2020 Q2	–	Sell	-20,027	Closed	-$841K	–	295
2020 Q1	$841K	Sell	20,027 -242	-1%	-$11.3K	0.16%	125
2019 Q4	$989K	Buy	+20,269	New	+$979K	0.15%	134

Other funds holding HYLS

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ACG Wealth's HYLS Position: Q2 2020 in Review

ACG Wealth sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2020, closing a stake of 20,027 shares — an estimated $841K sold.

ACG Wealth first reported a position in HYLS in Q4 2019 and held it in 2 quarters. The position peaked at $989K in Q4 2019. 162 funds tracked by Wall St. Rank hold HYLS as of Q2 2020.

ACG Wealth reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2020 after selling out during the quarter.
ACG Wealth sold 20,027 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2020, an estimated $841K.
ACG Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2019 and held it in 2 quarters.
ACG Wealth's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $989K in Q4 2019.
162 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2020.

Based on ACG Wealth's 13F filing for Q2 2020, filed 7 Oct 2020.