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

B. Riley 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
2022 Q2	$1.69K	Sell	43,056 -7,851	-15%	-$333K	﹤0.01%	232
2022 Q1	$2.33M	Sell	50,907 -50,348	-50%	-$2.33M	0.18%	118
2021 Q4	$4.84M	Sell	101,255 -6,433	-6%	-$307K	0.34%	72
2021 Q3	$5.19M	Buy	107,688 +22,077	+26%	+$1.07M	0.4%	60
2021 Q2	$4.15M	Buy	85,611 +16,353	+24%	+$795K	0.46%	57
2021 Q1	$3.37M	Buy	69,258 +49,004	+242%	+$2.39M	0.39%	67
2020 Q4	$987K	Buy	20,254 +15,054	+290%	+$724K	0.13%	148
2020 Q3	$245K	Buy	5,200 +300	+6%	+$14.2K	0.03%	328
2020 Q2	$225K	Sell	4,900 -700	-13%	-$31.8K	0.02%	352
2020 Q1	$235K	Sell	5,600 -10,991	-66%	-$514K	0.02%	406
2019 Q4	$809K	Buy	16,591 +1,020	+7%	+$49.3K	0.12%	166
2019 Q3	$751K	Buy	15,571 +1,621	+12%	+$78.1K	0.13%	159
2019 Q2	$671	Buy	13,950 +2,755	+25%	+$132K	0.1%	176
2019 Q1	$535K	Buy	11,195 +3,390	+43%	+$160K	0.09%	201
2018 Q4	$350K	Buy	7,805 +420	+6%	+$19.6K	0.07%	227
2018 Q3	$353K	Buy	+7,385	New	+$352K	0.09%	196

Other funds holding HYLS

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

B. Riley Wealth Management's HYLS Position: Q2 2022 in Review

B. Riley Wealth Management reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 15% in Q2 2022, selling an estimated $333K and leaving 43,056 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

B. Riley Wealth Management first reported a position in HYLS in Q3 2018 and has held it in 16 quarters since. The position peaked at $5.19M in Q3 2021. 206 funds tracked by Wall St. Rank hold HYLS as of Q2 2022.

B. Riley Wealth Management held 43,056 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $1.69K as of Q2 2022.
B. Riley Wealth Management sold 7,851 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2022, an estimated $333K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #232 holding.
B. Riley Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2018 and has held it in 16 quarters since.
B. Riley Wealth Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $5.19M in Q3 2021.
206 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.