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

Avantax Planning Partners’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
2018
Q4 		– Sell
-3,095
Closed -$148K – 692
2018
Q3 		$148K Buy
+3,095
New +$148K 0.01% 276

Other funds holding HYLS

First Trust Advisors
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avantax Planning Partners's HYLS Position: Q4 2018 in Review

Avantax Planning Partners sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q4 2018, closing a stake of 3,095 shares — an estimated $148K sold.

Avantax Planning Partners first reported a position in HYLS in Q3 2018 and held it in 1 quarter. The position peaked at $148K in Q3 2018. 135 funds tracked by Wall St. Rank hold HYLS as of Q4 2018.

  • Avantax Planning Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 3,095 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q4 2018, an estimated $148K.
  • Avantax Planning Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $148K in Q3 2018.
  • 135 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.