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

Aptus Capital 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
2026
Q1 		$24K Hold
591
– – ﹤0.01% 1377
2025
Q4 		$24.7K Sell
591
-54
-8% -$2.26K ﹤0.01% 1387
2025
Q3 		$27.1K Buy
645
+458
+245% +$19.2K ﹤0.01% 1313
2025
Q2 		$7.82K Buy
+187
New +$7.7K ﹤0.01% 1385
2024
Q3 		– Sell
-1,479
Closed -$60.1K – 1251
2024
Q2 		$60.1K Hold
1,479
– – ﹤0.01% 874
2024
Q1 		$61K Hold
1,479
– – ﹤0.01% 872
2023
Q4 		$61.5K Hold
1,479
– – ﹤0.01% 658
2023
Q3 		$58K Hold
1,479
– – ﹤0.01% 675
2023
Q2 		$58.6K Hold
1,479
– – ﹤0.01% 571
2023
Q1 		$58.8K Sell
1,479
-95
-6% -$3.78K ﹤0.01% 555
2022
Q4 		$61.3K Buy
1,574
+2
+0.1% +$79 ﹤0.01% 579
2022
Q3 		$60K Buy
1,572
+93
+6% +$3.78K ﹤0.01% 538
2022
Q2 		$58K Hold
1,479
– – ﹤0.01% 463
2022
Q1 		$68K Buy
+1,479
New +$68.5K ﹤0.01% 491

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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return