Bank of Montreal’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $257K | Buy |
6,332
+1,671
| +36% | +$69.1K | ﹤0.01% | 2778 |
|
|
2025
Q4 | $195K | Buy |
4,661
+1,750
| +60% | +$73.2K | ﹤0.01% | 2860 |
|
|
2025
Q3 | $122K | Buy |
2,911
+131
| +5% | +$5.49K | ﹤0.01% | 2918 |
|
|
2025
Q2 | $116K | Sell |
2,780
-469
| -14% | -$19.3K | ﹤0.01% | 2949 |
|
|
2025
Q1 | $133K | Sell |
3,249
-8,639
| -73% | -$358K | ﹤0.01% | 2850 |
|
|
2024
Q4 | $491K | Buy |
11,888
+9,443
| +386% | +$394K | ﹤0.01% | 2247 |
|
|
2024
Q3 | $103K | Buy |
2,445
+1,411
| +136% | +$58.4K | ﹤0.01% | 3239 |
|
|
2024
Q2 | $42.4K | Buy |
1,034
+279
| +37% | +$11.3K | ﹤0.01% | 3452 |
|
|
2024
Q1 | $31.2K | Buy |
755
+500
| +196% | +$20.6K | ﹤0.01% | 3549 |
|
|
2023
Q4 | $10.6K | Sell |
255
-12,260
| -98% | -$488K | ﹤0.01% | 3793 |
|
|
2023
Q3 | $499K | Buy |
12,515
+11,902
| +1,942% | +$472K | ﹤0.01% | 2459 |
|
|
2023
Q2 | $24.4K | Buy |
+613
| New | +$24.3K | ﹤0.01% | 3704 |
|
|
2023
Q1 | – | Sell |
-4,578
| Closed | -$181K | – | 3966 |
|
|
2022
Q4 | $181K | Sell |
4,578
-1,219
| -21% | -$48K | ﹤0.01% | 3192 |
|
|
2022
Q3 | $232 | Buy |
+5,797
| New | +$236K | ﹤0.01% | 3108 |
|
|
2022
Q1 | – | Sell |
-208,526
| Closed | -$9.98M | – | 4213 |
|
|
2021
Q4 | $9.98M | Buy |
208,526
+188,821
| +958% | +$9.03M | 0.01% | 961 |
|
|
2021
Q3 | $954K | Buy |
19,705
+2,069
| +12% | +$100K | ﹤0.01% | 2529 |
|
|
2021
Q2 | $856K | Buy |
+17,636
| New | +$857K | ﹤0.01% | 2578 |
|
|
2018
Q1 | – | Sell |
-76,881
| Closed | -$3.73M | – | 4236 |
|
|
2017
Q4 | $3.73M | Sell |
76,881
-872
| -1% | -$42.5K | ﹤0.01% | 1273 |
|
|
2017
Q3 | $3.81M | Buy |
77,753
+857
| +1% | +$42.2K | ﹤0.01% | 1285 |
|
|
2017
Q2 | $3.78M | Buy |
76,896
+23,784
| +45% | +$1.17M | ﹤0.01% | 1289 |
|
|
2017
Q1 | $2.6M | Buy |
53,112
+603
| +1% | +$29.4K | ﹤0.01% | 1393 |
|
|
2016
Q4 | $2.51M | Buy |
52,509
+4,519
| +9% | +$218K | ﹤0.01% | 1427 |
|
|
2016
Q3 | $2.33M | Buy |
47,990
+2,704
| +6% | +$131K | ﹤0.01% | 1417 |
|
|
2016
Q2 | $2.16M | Buy |
45,286
+19,373
| +75% | +$925K | ﹤0.01% | 1473 |
|
|
2016
Q1 | $1.23M | Buy |
25,913
+6,917
| +36% | +$322K | ﹤0.01% | 1665 |
|
|
2015
Q4 | $892K | Buy |
18,996
+1,304
| +7% | +$62.6K | ﹤0.01% | 1761 |
|
|
2015
Q3 | $852K | Buy |
17,692
+2,678
| +18% | +$133K | ﹤0.01% | 1631 |
|
|
2015
Q2 | $750K | Buy |
15,014
+2,335
| +18% | +$118K | ﹤0.01% | 1789 |
|
|
2015
Q1 | $641K | Buy |
12,679
+4,022
| +46% | +$201K | ﹤0.01% | 1820 |
|
|
2014
Q4 | $430K | Buy |
8,657
+4,930
| +132% | +$250K | ﹤0.01% | 2135 |
|
|
2014
Q3 | $189K | Buy |
3,727
+1,673
| +81% | +$86.8K | ﹤0.01% | 2558 |
|
|
2014
Q2 | $108K | Buy |
+2,054
| New | +$108K | ﹤0.01% | 2799 |
|
Other funds holding HYLS
P
KFP
Bank of Montreal's HYLS Position: Q1 2026 in Review
Bank of Montreal increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 36% in Q1 2026, buying an estimated $69.1K and bringing the position to 6,332 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #2778.
Bank of Montreal first reported a position in HYLS in Q2 2014 and has held it in 32 quarters since. The position peaked at $9.98M in Q4 2021. 219 funds tracked by Wall St. Rank hold HYLS as of Q1 2026.
- Bank of Montreal held 6,332 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $257K as of Q1 2026.
- Bank of Montreal bought 1,671 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2026, an estimated $69.1K.
- First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2778 holding.
- Bank of Montreal first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2014 and has held it in 32 quarters since.
- Bank of Montreal's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $9.98M in Q4 2021.
- 219 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 Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.