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

Axxcess 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 Q3	–	Sell	-89,822	Closed	-$3.65M	–	1115
2026 Q2	$3.65M	Buy	+89,822	New	+$3.67M	0.06%	290
2026 Q1	–	Sell	-60,333	Closed	-$2.53M	–	670
2025 Q4	$2.53M	Buy	+60,333	New	+$2.52M	0.04%	332

Other funds holding HYLS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Axxcess Wealth Management's HYLS Position: Q3 2026 in Review

Axxcess Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2026, closing a stake of 89,822 shares — an estimated $3.65M sold.

Axxcess Wealth Management first reported a position in HYLS in Q4 2025 and held it in 2 quarters. The position peaked at $3.65M in Q2 2026. 157 funds tracked by Wall St. Rank hold HYLS as of Q3 2026.

Axxcess Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q3 2026 after selling out during the quarter.
Axxcess Wealth Management sold 89,822 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2026, an estimated $3.65M.
Axxcess Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2025 and held it in 2 quarters.
Axxcess Wealth Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $3.65M in Q2 2026.
157 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.