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

Avior Wealth Management’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
2026 Q2	$1.91M	Sell	47,062 -17,780	-27%	-$727K	0.05%	250
2026 Q1	$2.63M	Buy	+64,842	New	+$2.68M	0.07%	206
2022 Q4	–	Sell	-1,359	Closed	-$52K	–	1306
2022 Q3	$52K	Buy	+1,359	New	+$55.3K	﹤0.01%	598
2019 Q2	–	Sell	-719	Closed	-$34K	–	852
2019 Q1	$34K	Buy	719 +10	+1%	+$472	0.01%	455
2018 Q4	$31K	Buy	709 +9	+1%	+$420	0.01%	491
2018 Q3	$33K	Buy	700 +10	+1%	+$477	0.01%	512
2018 Q2	$33K	Buy	690 +9	+1%	+$428	0.01%	506
2018 Q1	$32K	Buy	681 +9	+1%	+$434	0.01%	514
2017 Q4	$33K	Buy	672 +10	+2%	+$487	0.01%	511
2017 Q3	$32K	Buy	662 +9	+1%	+$443	0.01%	244
2017 Q2	$32K	Sell	653 -1,545	-70%	-$76K	0.01%	220
2017 Q1	$107K	Buy	2,198 +28	+1%	+$1.36K	0.04%	182
2016 Q4	$105K	Buy	2,170 +27	+1%	+$1.3K	0.04%	166
2016 Q3	$104K	Buy	+2,143	New	+$104K	0.04%	171

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

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

KFP

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Avior Wealth Management's HYLS Position: Q2 2026 in Review

Avior Wealth Management reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 27% in Q2 2026, selling an estimated $727K and leaving 47,062 shares worth $1.91M. The position accounts for 0.05% of the portfolio, ranked #250.

Avior Wealth Management first reported a position in HYLS in Q3 2016 and has held it in 14 quarters since. The position peaked at $2.63M in Q1 2026. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Avior Wealth Management held 47,062 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $1.91M as of Q2 2026.
Avior Wealth Management sold 17,780 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $727K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.05% of Avior Wealth Management's portfolio in Q2 2026, its #250 holding.
Avior Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2016 and has held it in 14 quarters since.
Avior Wealth Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $2.63M in Q1 2026.
215 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.