Beacon Pointe Advisors’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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Buy |
9,734
+3,500
| +56% | +$146K | ﹤0.01% | 939 |
|
|
2025
Q1 | $256K | Sell |
6,234
-80
| -1% | -$3.28K | ﹤0.01% | 1059 |
|
|
2024
Q4 | $261K | Sell |
6,314
-978
| -13% | -$40.4K | ﹤0.01% | 1047 |
|
|
2024
Q3 | $306K | Buy |
7,292
+978
| +15% | +$41K | ﹤0.01% | 1004 |
|
|
2024
Q2 | $257K | Hold |
6,314
| – | – | ﹤0.01% | 1081 |
|
|
2024
Q1 | $260K | Hold |
6,314
| – | – | ﹤0.01% | 1144 |
|
|
2023
Q4 | $262K | Hold |
6,314
| – | – | ﹤0.01% | 1103 |
|
|
2023
Q3 | $248K | Sell |
6,314
-1,278
| -17% | -$50.1K | ﹤0.01% | 1139 |
|
|
2023
Q2 | $301K | Buy |
7,592
+978
| +15% | +$38.8K | ﹤0.01% | 876 |
|
|
2023
Q1 | $263K | Sell |
6,614
-1,178
| -15% | -$46.8K | ﹤0.01% | 979 |
|
|
2022
Q4 | $303K | Sell |
7,792
-4,222
| -35% | -$164K | 0.01% | 863 |
|
|
2022
Q3 | $464K | Sell |
12,014
-1,978
| -14% | -$76.4K | 0.01% | 658 |
|
|
2022
Q2 | $547K | Sell |
13,992
-8,900
| -39% | -$348K | 0.01% | 621 |
|
|
2022
Q1 | $1.05M | Buy |
22,892
+5,794
| +34% | +$265K | 0.01% | 604 |
|
|
2021
Q4 | $818K | Sell |
17,098
-2,000
| -10% | -$95.7K | 0.02% | 421 |
|
|
2021
Q3 | $920K | Buy |
19,098
+6,173
| +48% | +$297K | 0.02% | 424 |
|
|
2021
Q2 | $627K | Buy |
+12,925
| New | +$627K | 0.02% | 429 |
|