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

Arden Trust’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 Q3	–	Sell	-29,740	Closed	-$1.36M	–	313
2020 Q2	$1.36M	Buy	29,740 +2,249	+8%	+$102K	0.25%	83
2020 Q1	$1.15M	Hold	27,491	–	–	0.23%	90
2019 Q4	$1.34M	Sell	27,491 -2,061	-7%	-$99.6K	0.21%	101
2019 Q3	$1.43M	Sell	29,552 -1,513	-5%	-$72.9K	0.23%	96
2019 Q2	$1.5M	Sell	31,065 -1,288	-4%	-$61.9K	0.25%	85
2019 Q1	$1.55M	Sell	32,353 -70,776	-69%	-$3.34M	0.25%	85
2018 Q4	$4.63M	Buy	+103,129	New	+$4.81M	0.83%	20

Other funds holding HYLS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

OCM

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

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

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

Arden Trust's HYLS Position: Q3 2020 in Review

Arden Trust sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2020, closing a stake of 29,740 shares — an estimated $1.36M sold.

Arden Trust first reported a position in HYLS in Q4 2018 and held it in 7 quarters. The position peaked at $4.63M in Q4 2018. 166 funds tracked by Wall St. Rank hold HYLS as of Q3 2020.

Arden Trust reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q3 2020 after selling out during the quarter.
Arden Trust sold 29,740 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2020, an estimated $1.36M.
Arden Trust first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2018 and held it in 7 quarters.
Arden Trust's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $4.63M in Q4 2018.
166 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2020.

Based on Arden Trust's 13F filing for Q3 2020, filed 15 Oct 2020.