AWA
Acorn Wealth Advisors’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
25,280
+5,481
| +28% | +$229K | 0.39% | 62 |
|
|
2025
Q1 | $813K | Buy |
19,799
+1,580
| +9% | +$64.8K | 0.34% | 66 |
|
|
2024
Q4 | $753K | Buy |
+18,219
| New | +$753K | 0.31% | 73 |
|
|
2018
Q4 | – | Sell |
-6,391
| Closed | -$301K | – | 119 |
|
|
2018
Q3 | $301K | Hold |
6,391
| – | – | 0.3% | 80 |
|
|
2018
Q2 | $302K | Hold |
6,391
| – | – | 0.26% | 79 |
|
|
2018
Q1 | $304K | Hold |
6,391
| – | – | 0.26% | 72 |
|
|
2017
Q4 | $313K | Buy |
+6,391
| New | +$313K | 0.29% | 69 |
|