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 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

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

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

Axxcess Wealth Management opened a new position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2026: 89,822 shares worth $3.65M. The stake represents 0.06% of the portfolio and ranks #290 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in HYLS as recently as Q4 2025.

Axxcess Wealth Management first reported a position in HYLS in Q4 2025 and has held it in 2 quarters since. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Axxcess Wealth Management held 89,822 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $3.65M as of Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF was a new Axxcess Wealth Management position in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.06% of Axxcess Wealth Management's portfolio in Q2 2026, its #290 holding.
Axxcess Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2025 and has held it in 2 quarters since.
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 Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.