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 $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Beirne Wealth Consulting Services's HYLS Position: Q1 2020 in Review

Beirne Wealth Consulting Services sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2020, closing a stake of 5,100 shares — an estimated $249K sold.

Beirne Wealth Consulting Services first reported a position in HYLS in Q4 2018 and held it in 5 quarters. The position peaked at $1.14M in Q4 2018. 151 funds tracked by Wall St. Rank hold HYLS as of Q1 2020.

Beirne Wealth Consulting Services reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2020 after selling out during the quarter.
Beirne Wealth Consulting Services sold 5,100 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2020, an estimated $249K.
Beirne Wealth Consulting Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2018 and held it in 5 quarters.
Beirne Wealth Consulting Services's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $1.14M in Q4 2018.
151 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2020.

Based on Beirne Wealth Consulting Services's 13F filing for Q1 2020, filed 28 Apr 2020.