Atria Wealth Solutions’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Atria Wealth Solutions’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 Q2	$1.04M	Sell	24,961 -68,842	-73%	-$2.83M	0.02%	620
2025 Q1	$3.85M	Buy	93,803 +52,145	+125%	+$2.16M	0.05%	412
2024 Q4	$1.72M	Sell	41,658 -19,112	-31%	-$797K	0.02%	698
2024 Q3	$2.55M	Sell	60,770 -2,143	-3%	-$88.7K	0.03%	543
2024 Q2	$2.56M	Sell	62,913 -1,291	-2%	-$52.5K	0.03%	554
2024 Q1	$2.65M	Buy	64,204 +2,325	+4%	+$95.7K	0.03%	544
2023 Q4	$2.57M	Sell	61,879 -64,470	-51%	-$2.57M	0.03%	524
2023 Q3	$4.96M	Buy	126,349 +42,724	+51%	+$1.69M	0.07%	294
2023 Q2	$3.31M	Sell	83,625 -44,165	-35%	-$1.75M	0.05%	401
2023 Q1	$5.08M	Buy	127,790 +61,072	+92%	+$2.43M	0.08%	263
2022 Q4	$2.6M	Sell	66,718 -6,078	-8%	-$239K	0.04%	425
2022 Q3	$2.79M	Sell	72,796 -17,269	-19%	-$702K	0.05%	373
2022 Q2	$3.53M	Sell	90,065 -19,659	-18%	-$833K	0.07%	306
2022 Q1	$5.02M	Buy	+109,724	New	+$5.08M	0.08%	252

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Atria Wealth Solutions's HYLS Position: Q2 2025 in Review

Atria Wealth Solutions reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 73% in Q2 2025, selling an estimated $2.83M and leaving 24,961 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #620.

Atria Wealth Solutions first reported a position in HYLS in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.08M in Q1 2023. 216 funds tracked by Wall St. Rank hold HYLS as of Q2 2025.

Atria Wealth Solutions held 24,961 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $1.04M as of Q2 2025.
Atria Wealth Solutions sold 68,842 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2025, an estimated $2.83M.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #620 holding.
Atria Wealth Solutions first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $5.08M in Q1 2023.
216 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.