Atria Investments’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Buy |
16,835
+2,113
| +14% | +$88.3K | 0.01% | 1233 |
|
|
2025
Q1 | $604K | Buy |
14,722
+2,181
| +17% | +$89.5K | 0.01% | 1242 |
|
|
2024
Q4 | $518K | Buy |
12,541
+823
| +7% | +$34K | 0.01% | 1306 |
|
|
2024
Q3 | $492K | Buy |
11,718
+5,395
| +85% | +$226K | 0.01% | 1327 |
|
|
2024
Q2 | $257K | Sell |
6,323
-36,121
| -85% | -$1.47M | ﹤0.01% | 1680 |
|
|
2024
Q1 | $1.75M | Buy |
42,444
+5,765
| +16% | +$238K | 0.02% | 709 |
|
|
2023
Q4 | $1.52M | Buy |
36,679
+9,097
| +33% | +$378K | 0.02% | 709 |
|
|
2023
Q3 | $1.08M | Buy |
+27,582
| New | +$1.08M | 0.02% | 808 |
|
|
2022
Q3 | – | Sell |
-26,841
| Closed | -$1.05M | – | 765 |
|
|
2022
Q2 | $1.05M | Sell |
26,841
-13,915
| -34% | -$545K | 0.02% | 731 |
|
|
2022
Q1 | $1.87M | Sell |
40,756
-15,848
| -28% | -$725K | 0.03% | 602 |
|
|
2021
Q4 | $2.71M | Sell |
56,604
-96,713
| -63% | -$4.63M | 0.05% | 446 |
|
|
2021
Q3 | $7.39M | Sell |
153,317
-8,746
| -5% | -$421K | 0.13% | 172 |
|
|
2021
Q2 | $7.86M | Sell |
162,063
-74,254
| -31% | -$3.6M | 0.15% | 151 |
|
|
2021
Q1 | $11.5M | Buy |
+236,317
| New | +$11.5M | 0.25% | 88 |
|
|
2020
Q1 | – | Sell |
-97,535
| Closed | -$4.76M | – | 828 |
|
|
2019
Q4 | $4.76M | Buy |
97,535
+22,732
| +30% | +$1.11M | 0.13% | 163 |
|
|
2019
Q3 | $3.61M | Buy |
74,803
+5,755
| +8% | +$278K | 0.13% | 151 |
|
|
2019
Q2 | $3.31M | Buy |
69,048
+64,768
| +1,513% | +$3.1M | 0.12% | 155 |
|
|
2019
Q1 | $205K | Sell |
4,280
-55,585
| -93% | -$2.66M | 0.01% | 860 |
|
|
2018
Q4 | $2.69M | Sell |
59,865
-11,710
| -16% | -$525K | 0.12% | 136 |
|
|
2018
Q3 | $3.42M | Buy |
71,575
+12,749
| +22% | +$608K | 0.14% | 133 |
|
|
2018
Q2 | $2.77M | Buy |
58,826
+4,180
| +8% | +$197K | 0.12% | 159 |
|
|
2018
Q1 | $2.6M | Buy |
54,646
+40,339
| +282% | +$1.92M | 0.13% | 172 |
|
|
2017
Q4 | $695K | Buy |
+14,307
| New | +$695K | 0.03% | 412 |
|
|
2016
Q1 | – | Sell |
-9,512
| Closed | -$443K | – | 456 |
|
|
2015
Q4 | $443K | Buy |
9,512
+384
| +4% | +$17.9K | 0.05% | 245 |
|
|
2015
Q3 | $439K | Sell |
9,128
-927
| -9% | -$44.6K | 0.06% | 211 |
|
|
2015
Q2 | $502K | Sell |
10,055
-537
| -5% | -$26.8K | 0.06% | 242 |
|
|
2015
Q1 | $535K | Sell |
10,592
-2,966
| -22% | -$150K | 0.06% | 229 |
|
|
2014
Q4 | $673K | Buy |
13,558
+7,652
| +130% | +$380K | 0.07% | 218 |
|
|
2014
Q3 | $299K | Buy |
+5,906
| New | +$299K | 0.03% | 362 |
|