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

Apollon Wealth Management’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 Q3	–	Sell	-5,630	Closed	-$229K	–	1154
2024 Q2	$229K	Sell	5,630 -40	-0.7%	-$1.63K	0.01%	964
2024 Q1	$234K	Buy	+5,670	New	+$233K	0.01%	971
2023 Q3	–	Sell	-14,074	Closed	-$558K	–	944
2023 Q2	$558K	Buy	14,074 +65	+0.5%	+$2.57K	0.03%	561
2023 Q1	$557K	Sell	14,009 -3,267	-19%	-$130K	0.03%	504
2022 Q4	$673K	Sell	17,276 -2,419	-12%	-$95.2K	0.05%	412
2022 Q3	$755K	Buy	19,695 +11,477	+140%	+$467K	0.06%	337
2022 Q2	$322K	Buy	8,218 +2,803	+52%	+$119K	0.03%	549
2022 Q1	$248K	Sell	5,415 -4,082	-43%	-$189K	0.02%	639
2021 Q4	$454K	Buy	+9,497	New	+$454K	0.03%	480

Other funds holding HYLS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

KFP

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

Apollon Wealth Management's HYLS Position: Q3 2024 in Review

Apollon Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2024, closing a stake of 5,630 shares — an estimated $229K sold.

Apollon Wealth Management first reported a position in HYLS in Q4 2021 and held it in 9 quarters. The position peaked at $755K in Q3 2022. 213 funds tracked by Wall St. Rank hold HYLS as of Q3 2024.

Apollon Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q3 2024 after selling out during the quarter.
Apollon Wealth Management sold 5,630 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2024, an estimated $229K.
Apollon Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2021 and held it in 9 quarters.
Apollon Wealth Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $755K in Q3 2022.
213 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2024.

Based on Apollon Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.