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

American Financial Advisors’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
2024 Q1	–	Sell	-4,975	Closed	-$207K	–	155
2023 Q4	$207K	Sell	4,975 -1,131	-19%	-$45K	0.03%	135
2023 Q3	$240K	Sell	6,106 -152	-2%	-$6.03K	0.04%	118
2023 Q2	$248K	Sell	6,258 -195	-3%	-$7.72K	0.04%	115
2023 Q1	$257K	Buy	6,453 +1,180	+22%	+$47K	0.04%	111
2022 Q4	$205K	Buy	5,273 +22	+0.4%	+$866	0.03%	118
2022 Q3	$201K	Buy	+5,251	New	+$214K	0.03%	114
2022 Q2	–	Sell	-6,342	Closed	-$290K	–	114
2022 Q1	$290K	Sell	6,342 -920	-13%	-$42.6K	0.04%	107
2021 Q4	$348K	Sell	7,262 -3,937	-35%	-$188K	0.04%	99
2021 Q3	$540K	Sell	11,199 -3,857	-26%	-$187K	0.07%	83
2021 Q2	$730K	Sell	15,056 -27,028	-64%	-$1.31M	0.1%	71
2021 Q1	$2.05M	Sell	42,084 -233,241	-85%	-$11.4M	0.3%	44
2020 Q4	$13.4M	Sell	275,325 -5,077	-2%	-$244K	1.91%	24
2020 Q3	$13.2M	Sell	280,402 -3,705	-1%	-$175K	2.15%	22
2020 Q2	$13.4M	Buy	284,107 +10,138	+4%	+$460K	2.15%	23
2020 Q1	$12.2M	Buy	+273,969	New	+$12.8M	2.19%	24

Other funds holding HYLS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC

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

American Financial Advisors's HYLS Position: Q1 2024 in Review

American Financial Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2024, closing a stake of 4,975 shares — an estimated $207K sold.

American Financial Advisors first reported a position in HYLS in Q1 2020 and held it in 15 quarters. The position peaked at $13.4M in Q2 2020. 207 funds tracked by Wall St. Rank hold HYLS as of Q1 2024.

American Financial Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2024 after selling out during the quarter.
American Financial Advisors sold 4,975 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2024, an estimated $207K.
American Financial Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2020 and held it in 15 quarters.
American Financial Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $13.4M in Q2 2020.
207 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2024.

Based on American Financial Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.