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

Bellwether Investment 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
2017 Q1	–	Sell	-224	Closed	-$11K	–	860
2016 Q4	$11K	Buy	+224	New	+$10.8K	0.01%	614
2016 Q2	$11K	Buy	+224	New	+$10.7K	0.01%	401

Other funds holding HYLS

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bellwether Investment Group's HYLS Position: Q1 2017 in Review

Bellwether Investment Group sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2017, closing a stake of 224 shares — an estimated $11K sold.

Bellwether Investment Group first reported a position in HYLS in Q2 2016 and held it in 2 quarters. The position peaked at $11K in Q4 2016. 94 funds tracked by Wall St. Rank hold HYLS as of Q1 2017.

Bellwether Investment Group reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2017 after selling out during the quarter.
Bellwether Investment Group sold 224 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2017, an estimated $11K.
Bellwether Investment Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2016 and held it in 2 quarters.
Bellwether Investment Group's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $11K in Q4 2016.
94 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.