Advocacy Wealth Management Services’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Advocacy Wealth Management Services’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
2020 Q2	–	Sell	-583,784	Closed	-$24.6M	–	132
2020 Q1	$24.6M	Buy	583,784 +32,250	+6%	+$1.51M	5.44%	8
2019 Q4	$26.9M	Sell	551,534 -40,213	-7%	-$1.94M	7.67%	5
2019 Q3	$28.5M	Sell	591,747 -13,258	-2%	-$639K	19.03%	1
2019 Q2	$29.1M	Buy	605,005 +17,329	+3%	+$833K	21.06%	1
2019 Q1	$28.1M	Sell	587,676 -279,668	-32%	-$13.2M	30.66%	1
2018 Q4	$38.9M	Sell	867,344 -79,050	-8%	-$3.69M	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%	+$2.12M	27.83%	1
2018 Q1	$40.7M	Buy	855,006 +56,608	+7%	+$2.73M	27.96%	1
2017 Q4	$38.8M	Buy	798,398 +176,676	+28%	+$8.61M	26.71%	1
2017 Q3	$30.5M	Buy	621,722 +173,529	+39%	+$8.55M	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%	+$10.3M	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%	+$1.57M	3.04%	18
2016 Q2	$6.14M	Buy	128,734 +50,614	+65%	+$2.42M	3.1%	14
2016 Q1	$3.7M	Buy	78,120 +51,471	+193%	+$2.4M	2.57%	14
2015 Q4	$1.25M	Buy	+26,649	New	+$1.28M	1.42%	16

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Advocacy Wealth Management Services's HYLS Position: Q2 2020 in Review

Advocacy Wealth Management Services sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2020, closing a stake of 583,784 shares — an estimated $24.6M sold.

Advocacy Wealth Management Services first reported a position in HYLS in Q4 2015 and held it in 18 quarters. The position peaked at $45.2M in Q3 2018. 162 funds tracked by Wall St. Rank hold HYLS as of Q2 2020.

Advocacy Wealth Management Services reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2020 after selling out during the quarter.
Advocacy Wealth Management Services sold 583,784 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2020, an estimated $24.6M.
Advocacy Wealth Management Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2015 and held it in 18 quarters.
Advocacy Wealth Management Services's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $45.2M in Q3 2018.
162 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2020.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2020, filed 2 Jul 2020.