Avantax Advisory Services’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 | $1.95M | Sell |
46,754
-49,055
| -51% | -$2.05M | 0.01% | 813 |
|
|
2025
Q1 | $3.93M | Buy |
95,809
+8,463
| +10% | +$347K | 0.02% | 495 |
|
|
2024
Q4 | $3.61M | Buy |
87,346
+15,610
| +22% | +$645K | 0.02% | 495 |
|
|
2024
Q3 | $3.01M | Buy |
71,736
+3,716
| +5% | +$156K | 0.02% | 544 |
|
|
2024
Q2 | $2.76M | Sell |
68,020
-26,162
| -28% | -$1.06M | 0.02% | 552 |
|
|
2024
Q1 | $3.88M | Buy |
94,182
+10
| +0% | +$412 | 0.03% | 369 |
|
|
2023
Q4 | $3.91M | Buy |
94,172
+29,992
| +47% | +$1.25M | 0.04% | 324 |
|
|
2023
Q3 | $2.52M | Buy |
64,180
+9,931
| +18% | +$390K | 0.03% | 394 |
|
|
2023
Q2 | $2.15M | Buy |
54,249
+5,525
| +11% | +$219K | 0.02% | 434 |
|
|
2023
Q1 | $1.94M | Sell |
48,724
-2,408
| -5% | -$95.7K | 0.02% | 451 |
|
|
2022
Q4 | $1.99M | Sell |
51,132
-37,025
| -42% | -$1.44M | 0.03% | 431 |
|
|
2022
Q3 | $3.38M | Buy |
88,157
+15,512
| +21% | +$594K | 0.05% | 271 |
|
|
2022
Q2 | $2.84M | Buy |
72,645
+33,897
| +87% | +$1.33M | 0.04% | 306 |
|
|
2022
Q1 | $1.77M | Buy |
38,748
+2,419
| +7% | +$111K | 0.02% | 405 |
|
|
2021
Q4 | $1.74M | Buy |
36,329
+5,341
| +17% | +$256K | 0.03% | 391 |
|
|
2021
Q3 | $1.5M | Sell |
30,988
-34,859
| -53% | -$1.68M | 0.02% | 395 |
|
|
2021
Q2 | $3.19M | Buy |
65,847
+5,230
| +9% | +$253K | 0.06% | 246 |
|
|
2021
Q1 | $2.95M | Buy |
60,617
+11,972
| +25% | +$582K | 0.06% | 229 |
|
|
2020
Q4 | $2.36M | Buy |
48,645
+22,998
| +90% | +$1.12M | 0.06% | 238 |
|
|
2020
Q3 | $1.21M | Buy |
25,647
+9,090
| +55% | +$429K | 0.02% | 486 |
|
|
2020
Q2 | $757K | Sell |
16,557
-10,492
| -39% | -$480K | 0.02% | 390 |
|
|
2020
Q1 | $1.14M | Buy |
27,049
+6,539
| +32% | +$275K | 0.03% | 278 |
|
|
2019
Q4 | $1M | Buy |
20,510
+9,646
| +89% | +$472K | 0.02% | 335 |
|
|
2019
Q3 | $526K | Buy |
+10,864
| New | +$526K | 0.02% | 316 |
|