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

Balboa Wealth 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
2026 Q1	–	Sell	-26,543	Closed	-$1.11M	–	473
2025 Q4	$1.11M	Buy	26,543 +1,777	+7%	+$74.3K	0.18%	89
2025 Q3	$1.04M	Buy	24,766 +837	+3%	+$35.1K	0.18%	86
2025 Q2	$1M	Buy	+23,929	New	+$985K	0.2%	92

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

KFP

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

Balboa Wealth Partners's HYLS Position: Q1 2026 in Review

Balboa Wealth Partners sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2026, closing a stake of 26,543 shares — an estimated $1.11M sold.

Balboa Wealth Partners first reported a position in HYLS in Q2 2025 and held it in 3 quarters. The position peaked at $1.11M in Q4 2025. 221 funds tracked by Wall St. Rank hold HYLS as of Q1 2026.

Balboa Wealth Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2026 after selling out during the quarter.
Balboa Wealth Partners sold 26,543 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2026, an estimated $1.11M.
Balboa Wealth Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2025 and held it in 3 quarters.
Balboa Wealth Partners's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $1.11M in Q4 2025.
221 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.