Ashton Thomas Private Wealth’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Ashton Thomas Private Wealth’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	-2,418	Closed	-$98.2K	–	1173
2024 Q2	$98.2K	Buy	+2,418	New	+$98.3K	0.01%	753
2023 Q4	–	Sell	-6,262	Closed	-$246K	–	595
2023 Q3	$246K	Sell	6,262 -370	-6%	-$14.7K	0.02%	505
2023 Q2	$263K	Sell	6,632 -187	-3%	-$7.4K	0.02%	506
2023 Q1	$271K	Hold	6,819	–	–	0.02%	434
2022 Q4	$266K	Sell	6,819 -57	-0.8%	-$2.24K	0.03%	416
2022 Q3	$263K	Hold	6,876	–	–	0.03%	401
2022 Q2	$269K	Buy	6,876 +505	+8%	+$21.4K	0.03%	392
2022 Q1	$292K	Sell	6,371 -39,395	-86%	-$1.82M	0.03%	416
2021 Q4	$2.19M	Buy	+45,766	New	+$2.19M	0.21%	124

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

Ashton Thomas Private Wealth's HYLS Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2024, closing a stake of 2,418 shares — an estimated $98.2K sold.

Ashton Thomas Private Wealth first reported a position in HYLS in Q4 2021 and held it in 9 quarters. The position peaked at $2.19M in Q4 2021. 213 funds tracked by Wall St. Rank hold HYLS as of Q3 2024.

Ashton Thomas Private Wealth 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.
Ashton Thomas Private Wealth sold 2,418 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2024, an estimated $98.2K.
Ashton Thomas Private Wealth 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.
Ashton Thomas Private Wealth's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $2.19M in Q4 2021.
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 Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.