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

Advisors Asset 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
2022 Q2	–	Sell	-3,351	Closed	-$153K	–	1521
2022 Q1	$153K	Sell	3,351 -1,687	-33%	-$78.1K	﹤0.01%	1286
2021 Q4	$241K	Sell	5,038 -1,106	-18%	-$52.9K	﹤0.01%	1193
2021 Q3	$296K	Sell	6,144 -1,118	-15%	-$54.1K	﹤0.01%	1149
2021 Q2	$352K	Buy	7,262 +775	+12%	+$37.7K	0.01%	1099
2021 Q1	$316K	Buy	6,487 +3,148	+94%	+$154K	﹤0.01%	1125
2020 Q4	$163K	Buy	3,339 +1,302	+64%	+$62.6K	﹤0.01%	1275
2020 Q3	$96K	Buy	2,037 +1,469	+259%	+$69.4K	﹤0.01%	1312
2020 Q2	$26K	Buy	+568	New	+$25.8K	﹤0.01%	1447
2019 Q2	–	Sell	-344	Closed	-$16K	–	1567
2019 Q1	$16K	Sell	344 -71	-17%	-$3.35K	﹤0.01%	1722
2018 Q4	$19K	Sell	415 -7	-2%	-$327	﹤0.01%	1513
2018 Q3	$20K	Sell	422 -2	-0.5%	-$95	﹤0.01%	1513
2018 Q2	$20K	Buy	424 +232	+121%	+$11K	﹤0.01%	1510
2018 Q1	$9K	Buy	+192	New	+$9.26K	﹤0.01%	1458

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

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

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

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Advisors Asset Management's HYLS Position: Q2 2022 in Review

Advisors Asset Management sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2022, closing a stake of 3,351 shares — an estimated $153K sold.

Advisors Asset Management first reported a position in HYLS in Q1 2018 and held it in 13 quarters. The position peaked at $352K in Q2 2021. 206 funds tracked by Wall St. Rank hold HYLS as of Q2 2022.

Advisors Asset Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2022 after selling out during the quarter.
Advisors Asset Management sold 3,351 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2022, an estimated $153K.
Advisors Asset 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 13 quarters.
Advisors Asset Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $352K in Q2 2021.
206 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2022.

Based on Advisors Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.