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

Atlas Private 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
2021 Q4	–	Sell	-1,805	Closed	-$87K	–	393
2021 Q3	$87K	Sell	1,805 -165	-8%	-$7.98K	0.05%	184
2021 Q2	$96K	Hold	1,970	–	–	0.05%	165
2021 Q1	$96K	Buy	1,970 +280	+17%	+$13.7K	0.05%	169
2020 Q4	$82K	Hold	1,690	–	–	0.06%	168
2020 Q3	$80K	Sell	1,690 -700	-29%	-$33.1K	0.07%	157
2020 Q2	$110K	Buy	+2,390	New	+$109K	0.1%	139

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

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

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

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

Jane Street New York $777B AUM 61.18% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Atlas Private Wealth Advisors's HYLS Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q4 2021, closing a stake of 1,805 shares — an estimated $87K sold.

Atlas Private Wealth Advisors first reported a position in HYLS in Q2 2020 and held it in 6 quarters. The position peaked at $110K in Q2 2020. 217 funds tracked by Wall St. Rank hold HYLS as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 1,805 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q4 2021, an estimated $87K.
Atlas Private Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $110K in Q2 2020.
217 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.