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

Advisory Alpha’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	$637K	Sell	15,672 -2,078	-12%	-$85K	0.02%	311
2026 Q1	$720K	Sell	17,750 -161	-0.9%	-$6.65K	0.02%	254
2025 Q4	$750K	Buy	17,911 +203	+1%	+$8.49K	0.02%	233
2025 Q3	$745K	Buy	17,708 +167	+1%	+$7K	0.02%	232
2025 Q2	$733K	Sell	17,541 -4,319	-20%	-$178K	0.02%	210
2025 Q1	$897K	Sell	21,860 -3,815	-15%	-$158K	0.03%	171
2024 Q4	$1.06M	Sell	25,675 -10,923	-30%	-$456K	0.04%	149
2024 Q3	$1.54M	Sell	36,598 -4,181	-10%	-$173K	0.05%	121
2024 Q2	$1.66M	Sell	40,779 -103,280	-72%	-$4.2M	0.07%	120
2024 Q1	$5.94M	Sell	144,059 -3,677	-2%	-$151K	0.24%	58
2023 Q4	$6.14M	Buy	147,736 +1,110	+0.8%	+$44.2K	0.28%	50
2023 Q3	$5.75M	Sell	146,626 -4,094	-3%	-$162K	0.3%	49
2023 Q2	$5.97M	Buy	150,720 +137,311	+1,024%	+$5.44M	0.31%	48
2023 Q1	$533K	Buy	+13,409	New	+$534K	0.03%	173

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

Advisory Alpha's HYLS Position: Q2 2026 in Review

Advisory Alpha reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 12% in Q2 2026, selling an estimated $85K and leaving 15,672 shares worth $637K. The position accounts for 0.02% of the portfolio, ranked #311.

Advisory Alpha first reported a position in HYLS in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.14M in Q4 2023. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Advisory Alpha held 15,672 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $637K as of Q2 2026.
Advisory Alpha sold 2,078 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $85K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.02% of Advisory Alpha's portfolio in Q2 2026, its #311 holding.
Advisory Alpha first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2023 and has held it in 14 quarters since.
Advisory Alpha's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $6.14M in Q4 2023.
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 Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.