Advantage Investment Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Advantage Investment 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
2018 Q3	–	Sell	-16	Closed	-$1K	–	1043
2018 Q2	$1K	Sell	16 -116	-88%	-$5.52K	﹤0.01%	910
2018 Q1	$6K	Buy	+132	New	+$6.36K	﹤0.01%	767

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

ACM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 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 $1.37T AUM 24.88% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

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

Advantage Investment Management's HYLS Position: Q3 2018 in Review

Advantage Investment Management sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2018, closing a stake of 16 shares — an estimated $1K sold.

Advantage Investment Management first reported a position in HYLS in Q1 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2018. 131 funds tracked by Wall St. Rank hold HYLS as of Q3 2018.

Advantage Investment Management 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.
Advantage Investment Management sold 16 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2018, an estimated $1K.
Advantage Investment Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2018 and held it in 2 quarters.
Advantage Investment Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $6K in Q1 2018.
131 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 Advantage Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.