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

Allworth 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
2025 Q4	–	Sell	-690	Closed	-$29K	–	5144
2025 Q3	$29K	Buy	+690	New	+$28.9K	﹤0.01%	2482
2024 Q3	–	Sell	-200	Closed	-$8.21K	–	3788
2024 Q2	$8.21K	Hold	200	–	–	﹤0.01%	2308
2024 Q1	$8.25K	Buy	+200	New	+$8.23K	﹤0.01%	2187
2019 Q1	–	Sell	-55	Closed	-$2K	–	992
2018 Q4	$2K	Buy	+55	New	+$2.57K	﹤0.01%	737

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Allworth Financial's HYLS Position: Q4 2025 in Review

Allworth Financial sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q4 2025, closing a stake of 690 shares — an estimated $29K sold.

Allworth Financial first reported a position in HYLS in Q4 2018 and held it in 4 quarters. The position peaked at $29K in Q3 2025. 221 funds tracked by Wall St. Rank hold HYLS as of Q4 2025.

Allworth Financial reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q4 2025 after selling out during the quarter.
Allworth Financial sold 690 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q4 2025, an estimated $29K.
Allworth Financial first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2018 and held it in 4 quarters.
Allworth Financial's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $29K in Q3 2025.
221 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.