AWMS
Advocacy Wealth Management Services’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-583,784
| Closed | -$24.6M | – | 132 |
|
|
2020
Q1 | $24.6M | Buy |
583,784
+32,250
| +6% | +$1.36M | 5.44% | 8 |
|
|
2019
Q4 | $26.9M | Sell |
551,534
-40,213
| -7% | -$1.96M | 7.67% | 5 |
|
|
2019
Q3 | $28.5M | Sell |
591,747
-13,258
| -2% | -$640K | 19.03% | 1 |
|
|
2019
Q2 | $29.1M | Buy |
605,005
+17,329
| +3% | +$834K | 21.06% | 1 |
|
|
2019
Q1 | $28.1M | Sell |
587,676
-279,668
| -32% | -$13.4M | 30.66% | 1 |
|
|
2018
Q4 | $38.9M | Sell |
867,344
-79,050
| -8% | -$3.55M | 29.32% | 1 |
|
|
2018
Q3 | $45.2M | Buy |
946,394
+46,902
| +5% | +$2.24M | 27.77% | 1 |
|
|
2018
Q2 | $42.4M | Buy |
899,492
+44,486
| +5% | +$2.09M | 27.83% | 1 |
|
|
2018
Q1 | $40.7M | Buy |
855,006
+56,608
| +7% | +$2.7M | 27.96% | 1 |
|
|
2017
Q4 | $38.8M | Buy |
798,398
+176,676
| +28% | +$8.58M | 26.71% | 1 |
|
|
2017
Q3 | $30.5M | Buy |
621,722
+173,529
| +39% | +$8.51M | 12.2% | 3 |
|
|
2017
Q2 | $22M | Buy |
448,193
+66,135
| +17% | +$3.25M | 7.9% | 3 |
|
|
2017
Q1 | $18.7M | Buy |
382,058
+212,322
| +125% | +$10.4M | 6.51% | 3 |
|
|
2016
Q4 | $8.19M | Buy |
169,736
+8,592
| +5% | +$414K | 2.46% | 17 |
|
|
2016
Q3 | $7.84M | Buy |
161,144
+32,410
| +25% | +$1.58M | 3.04% | 18 |
|
|
2016
Q2 | $6.14M | Buy |
128,734
+50,614
| +65% | +$2.41M | 3.1% | 14 |
|
|
2016
Q1 | $3.7M | Buy |
78,120
+51,471
| +193% | +$2.44M | 2.57% | 14 |
|
|
2015
Q4 | $1.25M | Buy |
+26,649
| New | +$1.25M | 1.42% | 16 |
|