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

Arkadios Wealth 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 Q2	$349K	Sell	8,588 -17,325	-67%	-$708K	0.01%	1316
2026 Q1	$1.05M	Buy	25,913 +14,461	+126%	+$598K	0.02%	764
2025 Q4	$479K	Sell	11,452 -742	-6%	-$31K	0.01%	1036
2025 Q3	$513K	Buy	12,194 +656	+6%	+$27.5K	0.01%	926
2025 Q2	$482K	Sell	11,538 -1,061	-8%	-$43.7K	0.01%	856
2025 Q1	$517K	Sell	12,599 -2,912	-19%	-$121K	0.02%	693
2024 Q4	$641K	Sell	15,511 -165	-1%	-$6.88K	0.04%	457
2024 Q3	$658K	Buy	15,676 +289	+2%	+$12K	0.04%	449
2024 Q2	$625K	Sell	15,387 -190,827	-93%	-$7.76M	0.04%	407
2024 Q1	$8.5M	Sell	206,214 -4,697	-2%	-$193K	0.66%	28
2023 Q4	$8.77M	Sell	210,911 -1,273	-0.6%	-$50.7K	0.74%	23
2023 Q3	$8.32M	Buy	212,184 +9,586	+5%	+$380K	0.79%	22
2023 Q2	$8.03M	Buy	202,598 +14,114	+7%	+$559K	0.93%	16
2023 Q1	$7.49M	Buy	188,484 +5,111	+3%	+$204K	0.89%	20
2022 Q4	$7.14M	Sell	183,373 -7,299	-4%	-$287K	0.95%	18
2022 Q3	$7.31M	Buy	190,672 +14,440	+8%	+$587K	1.11%	11
2022 Q2	$6.9M	Sell	176,232 -1,102	-0.6%	-$46.7K	1.03%	12
2022 Q1	$8.12M	Buy	177,334 +2,954	+2%	+$137K	1.06%	11
2021 Q4	$8.34M	Buy	174,380 +20,303	+13%	+$970K	1.11%	10
2021 Q3	$7.42M	Buy	154,077 +7,830	+5%	+$379K	1.07%	10
2021 Q2	$7.09M	Buy	146,247 +7,711	+6%	+$375K	0.86%	11
2021 Q1	$6.74M	Buy	138,536 +13,813	+11%	+$675K	1.11%	9
2020 Q4	$6.08M	Buy	+124,723	New	+$6M	1.27%	10

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

KFP

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Arkadios Wealth Advisors's HYLS Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 67% in Q2 2026, selling an estimated $708K and leaving 8,588 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #1316.

Arkadios Wealth Advisors first reported a position in HYLS in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.77M in Q4 2023. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Arkadios Wealth Advisors held 8,588 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $349K as of Q2 2026.
Arkadios Wealth Advisors sold 17,325 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $708K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1316 holding.
Arkadios Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2020 and has held it in 23 quarters since.
Arkadios Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $8.77M in Q4 2023.
215 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.