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

Acorn Wealth 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
2026 Q2	$3M	Buy	73,793 +9,371	+15%	+$383K	0.73%	36
2026 Q1	$2.61M	Buy	64,422 +13,783	+27%	+$570K	0.76%	35
2025 Q4	$2.12M	Buy	50,639 +17,375	+52%	+$727K	0.63%	41
2025 Q3	$1.4M	Buy	33,264 +7,984	+32%	+$335K	0.44%	55
2025 Q2	$1.06M	Buy	25,280 +5,481	+28%	+$226K	0.39%	62
2025 Q1	$813K	Buy	19,799 +1,580	+9%	+$65.5K	0.34%	66
2024 Q4	$753K	Buy	+18,219	New	+$760K	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	+$311K	0.29%	69

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

Acorn Wealth Advisors's HYLS Position: Q2 2026 in Review

Acorn Wealth Advisors increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 15% in Q2 2026, buying an estimated $383K and bringing the position to 73,793 shares worth $3M. The position accounts for 0.73% of the portfolio, ranked #36.

Acorn Wealth Advisors first reported a position in HYLS in Q4 2017 and has held it in 11 quarters since. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Acorn Wealth Advisors held 73,793 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $3M as of Q2 2026.
Acorn Wealth Advisors bought 9,371 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $383K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.73% of Acorn Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Acorn Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2017 and has held it in 11 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 Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.