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 Q3	$1.09M	Buy	27,709 +5,180	+23%	+$210K	0.59%	38
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

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

KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Private Advisory Group Redmond, Washington $1.87B AUM 37.58% 1-Year Est. Return

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

BAM Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 23% in Q3 2026, buying an estimated $210K and bringing the position to 27,709 shares worth $1.09M. The position accounts for 0.59% of the portfolio, ranked #38.

BAM Wealth Management first reported a position in HYLS in Q4 2025 and has held it in 4 quarters since. 135 funds tracked by Wall St. Rank hold HYLS as of Q3 2026.

BAM Wealth Management held 27,709 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $1.09M as of Q3 2026.
BAM Wealth Management bought 5,180 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2026, an estimated $210K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.59% of BAM Wealth Management's portfolio in Q3 2026, its #38 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 4 quarters since.
135 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 BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.