Avantax Advisory Services’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Avantax Advisory Services’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	$1.95M	Sell	46,754 -49,055	-51%	-$2.02M	0.01%	813
2025 Q1	$3.93M	Buy	95,809 +8,463	+10%	+$351K	0.02%	495
2024 Q4	$3.61M	Buy	87,346 +15,610	+22%	+$651K	0.02%	495
2024 Q3	$3.01M	Buy	71,736 +3,716	+5%	+$154K	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%	+$1.19M	0.04%	324
2023 Q3	$2.52M	Buy	64,180 +9,931	+18%	+$394K	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%	-$95.9K	0.02%	451
2022 Q4	$1.99M	Sell	51,132 -37,025	-42%	-$1.46M	0.03%	431
2022 Q3	$3.38M	Buy	88,157 +15,512	+21%	+$631K	0.05%	271
2022 Q2	$2.84M	Buy	72,645 +33,897	+87%	+$1.44M	0.04%	306
2022 Q1	$1.77M	Buy	38,748 +2,419	+7%	+$112K	0.02%	405
2021 Q4	$1.74M	Buy	36,329 +5,341	+17%	+$255K	0.03%	391
2021 Q3	$1.5M	Sell	30,988 -34,859	-53%	-$1.69M	0.02%	395
2021 Q2	$3.19M	Buy	65,847 +5,230	+9%	+$254K	0.06%	246
2021 Q1	$2.95M	Buy	60,617 +11,972	+25%	+$585K	0.06%	229
2020 Q4	$2.36M	Buy	48,645 +22,998	+90%	+$1.11M	0.06%	238
2020 Q3	$1.21M	Buy	25,647 +9,090	+55%	+$430K	0.02%	486
2020 Q2	$757K	Sell	16,557 -10,492	-39%	-$476K	0.02%	390
2020 Q1	$1.14M	Buy	27,049 +6,539	+32%	+$306K	0.03%	278
2019 Q4	$1M	Buy	20,510 +9,646	+89%	+$466K	0.02%	335
2019 Q3	$526K	Buy	+10,864	New	+$523K	0.02%	316

Other funds holding HYLS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

KFP

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

Avantax Advisory Services's HYLS Position: Q2 2025 in Review

Avantax Advisory Services reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 51% in Q2 2025, selling an estimated $2.02M and leaving 46,754 shares worth $1.95M. The position accounts for 0.01% of the portfolio, ranked #813.

Avantax Advisory Services first reported a position in HYLS in Q3 2019 and has held it in 24 quarters since. The position peaked at $3.93M in Q1 2025. 216 funds tracked by Wall St. Rank hold HYLS as of Q2 2025.

Avantax Advisory Services held 46,754 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $1.95M as of Q2 2025.
Avantax Advisory Services sold 49,055 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2025, an estimated $2.02M.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #813 holding.
Avantax Advisory Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2019 and has held it in 24 quarters since.
Avantax Advisory Services's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $3.93M in Q1 2025.
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 Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.