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

Asset Dedication LLC’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
2025 Q3	–	Sell	-306	Closed	-$12.8K	–	1194
2025 Q2	$12.8K	Buy	+306	New	+$12.6K	﹤0.01%	780
2023 Q2	–	Sell	-391	Closed	-$16K	–	994
2023 Q1	$16K	Hold	391	–	–	﹤0.01%	592
2022 Q4	$15K	Hold	391	–	–	﹤0.01%	594
2022 Q3	$15K	Buy	+391	New	+$15.9K	﹤0.01%	561

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

&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

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

Asset Dedication LLC's HYLS Position: Q3 2025 in Review

Asset Dedication LLC sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2025, closing a stake of 306 shares — an estimated $12.8K sold.

Asset Dedication LLC first reported a position in HYLS in Q3 2022 and held it in 4 quarters. The position peaked at $16K in Q1 2023. 209 funds tracked by Wall St. Rank hold HYLS as of Q3 2025.

Asset Dedication LLC reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q3 2025 after selling out during the quarter.
Asset Dedication LLC sold 306 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2025, an estimated $12.8K.
Asset Dedication LLC first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2022 and held it in 4 quarters.
Asset Dedication LLC's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $16K in Q1 2023.
209 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2025.

Based on Asset Dedication LLC's 13F filing for Q3 2025, filed 20 Nov 2025.