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

Atlas Private Wealth Management’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 Q1	$1.28M	Buy	31,084 +131	+0.4%	+$5.39K	0.54%	64
2023 Q4	$1.29M	Sell	30,953 -608	-2%	-$24.2K	0.6%	57
2023 Q3	$1.24M	Buy	31,561 +179	+0.6%	+$7.1K	0.66%	54
2023 Q2	$1.24M	Buy	31,382 +543	+2%	+$21.5K	0.66%	58
2023 Q1	$1.23M	Sell	30,839 -1,130	-4%	-$45K	0.74%	45
2022 Q4	$1.24M	Sell	31,969 -132	-0.4%	-$5.19K	0.57%	38
2022 Q3	$1.23M	Buy	32,101 +1,029	+3%	+$41.8K	0.89%	33
2022 Q2	$1.22M	Sell	31,072 -449	-1%	-$19K	0.83%	38
2022 Q1	$1.44M	Buy	31,521 +222	+0.7%	+$10.3K	0.84%	35
2021 Q4	$1.5M	Buy	31,299 +2,116	+7%	+$101K	0.84%	39
2021 Q3	$1.41M	Sell	29,183 -1,058	-3%	-$51.2K	0.86%	38
2021 Q2	$1.47M	Sell	30,241 -15,974	-35%	-$777K	0.91%	36
2021 Q1	$2.25M	Buy	46,215 +77	+0.2%	+$3.76K	1.44%	17
2020 Q4	$2.25M	Buy	46,138 +11,816	+34%	+$568K	1.6%	17
2020 Q3	$1.62M	Buy	34,322 +7,308	+27%	+$345K	1.27%	24
2020 Q2	$1.24M	Buy	27,014 +14,888	+123%	+$676K	1%	30
2020 Q1	$509K	Sell	12,126 -98	-0.8%	-$4.58K	0.47%	63
2019 Q4	$596K	Buy	+12,224	New	+$591K	0.46%	66

Other funds holding HYLS

Morgan Stanley New York $1.66T AUM 25.57% 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

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

OCM

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Atlas Private Wealth Management's HYLS Position: Q1 2024 in Review

Atlas Private Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 0.42% in Q1 2024, buying an estimated $5.39K and bringing the position to 31,084 shares worth $1.28M. The position accounts for 0.54% of the portfolio, ranked #64.

Atlas Private Wealth Management first reported a position in HYLS in Q4 2019 and has held it in 18 quarters since. The position peaked at $2.25M in Q1 2021. 206 funds tracked by Wall St. Rank hold HYLS as of Q1 2024.

Atlas Private Wealth Management held 31,084 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $1.28M as of Q1 2024.
Atlas Private Wealth Management bought 131 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2024, an estimated $5.39K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.54% of Atlas Private Wealth Management's portfolio in Q1 2024, its #64 holding.
Atlas Private Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2019 and has held it in 18 quarters since.
Atlas Private Wealth Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $2.25M in Q1 2021.
206 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.