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

BAM 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	$916K	Buy	22,529 +6,073	+37%	+$248K	0.57%	44
2026 Q1	$668K	Sell	16,456 -4,101	-20%	-$169K	0.5%	57
2025 Q4	$861K	Buy	+20,557	New	+$860K	0.62%	44

Other funds holding HYLS

KFP

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

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

PNC

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

BCP

Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $189M AUM 32.69% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

BAM Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 37% in Q2 2026, buying an estimated $248K and bringing the position to 22,529 shares worth $916K. The position accounts for 0.57% of the portfolio, ranked #44.

BAM Wealth Management first reported a position in HYLS in Q4 2025 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

BAM Wealth Management held 22,529 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $916K as of Q2 2026.
BAM Wealth Management bought 6,073 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $248K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.57% of BAM Wealth Management's portfolio in Q2 2026, its #44 holding.
BAM 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 3 quarters since.
121 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 BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.