BFG
HYLS icon

Beacon Financial Group’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Beacon Financial Group’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 		– Sell
-6,577
Closed -$267K – 383
2026
Q1 		$267K Sell
6,577
-68
-1% -$2.81K 0.03% 306
2025
Q4 		$278K Sell
6,645
-1,386
-17% -$58K 0.03% 298
2025
Q3 		$338K Sell
8,031
-13,482
-63% -$565K 0.03% 281
2025
Q2 		$899K Sell
21,513
-1,406
-6% -$57.9K 0.09% 174
2025
Q1 		$941K Sell
22,919
-1,558
-6% -$64.6K 0.1% 168
2024
Q4 		$1.01M Buy
24,477
+18
+0.1% +$751 0.11% 156
2024
Q3 		$1.03M Sell
24,459
-2,982
-11% -$123K 0.11% 153
2024
Q2 		$1.11M Sell
27,441
-2,329
-8% -$94.7K 0.13% 147
2024
Q1 		$1.23M Sell
29,770
-9,766
-25% -$402K 0.14% 141
2023
Q4 		$1.64M Buy
39,536
+731
+2% +$29.1K 0.2% 114
2023
Q3 		$1.55M Sell
38,805
-262,016
-87% -$10.4M 0.22% 105
2023
Q2 		$11.8M Buy
300,821
+4,492
+2% +$178K 1.6% 13
2023
Q1 		$11.8M Buy
296,329
+36,500
+14% +$1.45M 1.64% 12
2022
Q4 		$10.1M Sell
259,829
-119,937
-32% -$4.72M 1.38% 17
2022
Q3 		$14.5M Sell
379,766
-4,911
-1% -$200K 2.26% 5
2022
Q2 		$15.3M Sell
384,677
-6,698
-2% -$284K 2.28% 5
2022
Q1 		$17.9M Buy
391,375
+11,011
+3% +$510K 2.38% 5
2021
Q4 		$18.2M Sell
380,364
-5,684
-1% -$272K 2.36% 5
2021
Q3 		$18.6M Buy
386,048
+2,628
+0.7% +$127K 2.5% 6
2021
Q2 		$18.6M Sell
383,420
-3,145
-0.8% -$153K 2.63% 5
2021
Q1 		$18.9M Hold
386,565
– – 2.97% 4
2020
Q4 		$18.9M Buy
386,565
+9,686
+3% +$466K 2.97% 3
2020
Q3 		$17.8M Sell
376,879
-1,255
-0.3% -$59.3K 3.18% 4
2020
Q2 		$17.3M Buy
378,134
+32,366
+9% +$1.47M 3.33% 5
2020
Q1 		$14.5M Buy
345,768
+44,126
+15% +$2.06M 3.2% 4
2019
Q4 		$10.8M Buy
301,642
+527
+0.2% +$25.5K 1.36% 10
2019
Q3 		$14.5M Sell
301,115
-3,499
-1% -$169K 2.47% 5
2019
Q2 		$14.7M Buy
304,614
+8,327
+3% +$400K 2.5% 5
2019
Q1 		$14.2K Sell
296,287
-1,272
-0.4% -$60K 2.32% 6
2018
Q4 		$13.3M Sell
297,559
-9,259
-3% -$432K 2.5% 4
2018
Q3 		$14.7M Sell
306,818
-6,449
-2% -$307K 2.47% 6
2018
Q2 		$14.8M Sell
313,267
-7,323
-2% -$349K 2.49% 5
2018
Q1 		$15.3M Buy
320,590
+42,862
+15% +$2.07M 2.6% 5
2017
Q4 		$13.5M Sell
277,728
-15,269
-5% -$744K 2.35% 8
2017
Q3 		$14.4M Buy
292,997
+20,443
+8% +$1.01M 2.59% 6
2017
Q2 		$13.4M Buy
272,554
+26,135
+11% +$1.29M 2.54% 5
2017
Q1 		$12M Buy
246,419
+91,798
+59% +$4.47M 2.3% 8
2016
Q4 		$7.46M Buy
154,621
+50,068
+48% +$2.41M 1.52% 27
2016
Q3 		$5.07M Buy
+104,553
New +$5.08M 1.07% 36

Other funds holding HYLS

KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
VPWL
VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM

Beacon Financial Group's HYLS Position: Q2 2026 in Review

Beacon Financial Group sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2026, closing a stake of 6,577 shares — an estimated $267K sold.

Beacon Financial Group first reported a position in HYLS in Q3 2016 and held it in 39 quarters. The position peaked at $18.9M in Q1 2021. 32 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

  • Beacon Financial Group reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2026 after selling out during the quarter.
  • Beacon Financial Group sold 6,577 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $267K.
  • Beacon Financial Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2016 and held it in 39 quarters.
  • Beacon Financial Group's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $18.9M in Q1 2021.
  • 32 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 Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.