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

Beacon Pointe Advisors’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	$558K	Buy	13,734 +2,000	+17%	+$81.8K	﹤0.01%	1288
2026 Q1	$476K	Buy	+11,734	New	+$485K	﹤0.01%	1323
2025 Q3	–	Sell	-9,734	Closed	-$407K	–	1448
2025 Q2	$407K	Buy	9,734 +3,500	+56%	+$144K	﹤0.01%	952
2025 Q1	$256K	Sell	6,234 -80	-1%	-$3.32K	﹤0.01%	1074
2024 Q4	$261K	Sell	6,314 -978	-13%	-$40.8K	﹤0.01%	1057
2024 Q3	$306K	Buy	7,292 +978	+15%	+$40.5K	﹤0.01%	1016
2024 Q2	$257K	Hold	6,314	–	–	﹤0.01%	1096
2024 Q1	$260K	Hold	6,314	–	–	﹤0.01%	1159
2023 Q4	$262K	Hold	6,314	–	–	﹤0.01%	1118
2023 Q3	$248K	Sell	6,314 -1,278	-17%	-$50.7K	﹤0.01%	1148
2023 Q2	$301K	Buy	7,592 +978	+15%	+$38.7K	﹤0.01%	885
2023 Q1	$263K	Sell	6,614 -1,178	-15%	-$46.9K	﹤0.01%	979
2022 Q4	$303K	Sell	7,792 -4,222	-35%	-$166K	0.01%	863
2022 Q3	$464K	Sell	12,014 -1,978	-14%	-$80.4K	0.01%	658
2022 Q2	$547K	Sell	13,992 -8,900	-39%	-$377K	0.01%	621
2022 Q1	$1.05M	Buy	22,892 +5,794	+34%	+$268K	0.01%	604
2021 Q4	$818K	Sell	17,098 -2,000	-10%	-$95.6K	0.02%	421
2021 Q3	$920K	Buy	19,098 +6,173	+48%	+$299K	0.02%	424
2021 Q2	$627K	Buy	+12,925	New	+$628K	0.02%	429

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

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

KFP

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

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

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

Beacon Pointe Advisors's HYLS Position: Q2 2026 in Review

Beacon Pointe Advisors increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 17% in Q2 2026, buying an estimated $81.8K and bringing the position to 13,734 shares worth $558K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

Beacon Pointe Advisors first reported a position in HYLS in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.05M in Q1 2022. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Beacon Pointe Advisors held 13,734 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $558K as of Q2 2026.
Beacon Pointe Advisors bought 2,000 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $81.8K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1288 holding.
Beacon Pointe Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2021 and has held it in 19 quarters since.
Beacon Pointe Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $1.05M in Q1 2022.
215 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 Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.