Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BWCS
Beirne Wealth Consulting Services’s
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
Stock Holding History
Beirne Wealth Consulting Services’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
2020
Q1
–
Sell
-5,100
Closed
-$249K
–
85
2019
Q4
$249K
Sell
5,100
-15,019
-75%
-$726K
0.22%
73
2019
Q3
$970K
Sell
20,119
-1,018
-5%
-$49K
0.81%
34
2019
Q2
$1.02M
Sell
21,137
-555
-3%
-$26.7K
0.91%
29
2019
Q1
$1.04M
Sell
21,692
-3,776
-15%
-$178K
0.81%
30
2018
Q4
$1.14M
Buy
+25,468
New
+$1.19M
0.97%
24
Other funds holding HYLS
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
FTUS
Flow Traders U.S.
New York
$3.16B AUM
19.52%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
AWMS
Advocacy Wealth Management Services
Atlanta, Georgia
$2.26B AUM
13.25%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close