Beacon Capital Management LLC (Tennessee)’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025 Q3	–	Sell	-867	Closed	-$36.2K	–	524
2025 Q2	$36.2K	Hold	867	–	–	﹤0.01%	399
2025 Q1	$35.6K	Hold	867	–	–	﹤0.01%	375
2024 Q4	$35.8K	Hold	867	–	–	﹤0.01%	357
2024 Q3	$36.4K	Sell	867 -3	-0.3%	-$124	0.01%	378
2024 Q2	$35.3K	Hold	870	–	–	0.01%	347
2024 Q1	$35.9K	Sell	870 -51	-6%	-$2.1K	0.01%	351
2023 Q4	$36.1K	Sell	921 -2	-0.2%	-$80	0.01%	280
2023 Q3	$36.6K	Hold	923	–	–	0.01%	302
2023 Q2	$36.6K	Hold	923	–	–	0.01%	302
2023 Q1	$36.7K	Sell	923 -2	-0.2%	-$80	0.01%	265
2022 Q4	$36K	Sell	925 -202	-18%	-$7.95K	0.01%	273
2022 Q3	$44K	Sell	1,127 -2	-0.2%	-$81	0.01%	223
2022 Q2	$51K	Hold	1,129	–	–	0.01%	237
2022 Q1	$51K	Buy	+1,129	New	+$52.3K	0.01%	237

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s HYLS Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2025, closing a stake of 867 shares — an estimated $36.2K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in HYLS in Q1 2022 and held it in 14 quarters. The position peaked at $51K in Q2 2022. 209 funds tracked by Wall St. Rank hold HYLS as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 867 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2025, an estimated $36.2K.
Beacon Capital Management LLC (Tennessee) first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $51K in Q2 2022.
209 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.