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

Advisornet Financial’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
2024
Q1 		– Sell
-29,314
Closed -$1.22M – 2257
2023
Q4 		$1.22M Sell
29,314
-1,948
-6% -$77.5K 0.11% 202
2023
Q3 		$1.23M Buy
31,262
+7,084
+29% +$281K 0.11% 186
2023
Q2 		$958K Buy
24,178
+2,427
+11% +$96.1K 0.08% 220
2023
Q1 		$865K Buy
21,751
+4,335
+25% +$173K 0.08% 228
2022
Q4 		$678K Buy
17,416
+3,224
+23% +$127K 0.07% 259
2022
Q3 		$544K Buy
14,192
+252
+2% +$10.2K 0.05% 302
2022
Q2 		$546K Buy
13,940
+225
+2% +$9.54K 0.05% 296
2022
Q1 		$628K Buy
13,715
+5,616
+69% +$260K 0.04% 332
2021
Q4 		$388K Buy
8,099
+555
+7% +$26.5K 0.02% 442
2021
Q3 		$364K Buy
7,544
+534
+8% +$25.8K 0.03% 429
2021
Q2 		$340K Buy
7,010
+2,831
+68% +$138K 0.02% 457
2021
Q1 		$203K Buy
4,179
+2,196
+111% +$107K 0.01% 561
2020
Q4 		$97K Buy
1,983
+1,369
+223% +$65.8K 0.01% 702
2020
Q3 		$29K Sell
614
-203
-25% -$9.59K ﹤0.01% 991
2020
Q2 		$37K Sell
817
-197
-19% -$8.95K ﹤0.01% 936
2020
Q1 		$43K Buy
+1,014
New +$47.4K ﹤0.01% 843
2018
Q4 		– Sell
-145
Closed -$7K – 1508
2018
Q3 		$7K Sell
145
-155
-52% -$7.39K ﹤0.01% 1216
2018
Q2 		$14K Buy
+300
New +$14.3K ﹤0.01% 1042

Other funds holding HYLS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Advisornet Financial's HYLS Position: Q1 2024 in Review

Advisornet Financial sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2024, closing a stake of 29,314 shares — an estimated $1.22M sold.

Advisornet Financial first reported a position in HYLS in Q2 2018 and held it in 18 quarters. The position peaked at $1.23M in Q3 2023. 206 funds tracked by Wall St. Rank hold HYLS as of Q1 2024.

  • Advisornet Financial reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 29,314 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2024, an estimated $1.22M.
  • Advisornet Financial first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2018 and held it in 18 quarters.
  • Advisornet Financial's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $1.23M in Q3 2023.
  • 206 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.