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Belpointe Asset Management’s
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
Stock Holding History
Belpointe Asset Management’s Portfolio
HYLS Stock Details
HYLS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$386K
Buy
9,502
+1,887
+25%
+$78K
0.01%
778
2025
Q4
$319K
Buy
7,615
+338
+5%
+$14.1K
0.01%
813
2025
Q3
$306K
Buy
7,277
+337
+5%
+$14.1K
0.01%
794
2025
Q2
$290K
Buy
6,940
+542
+8%
+$22.3K
0.01%
758
2025
Q1
$263K
Buy
+6,398
New
+$265K
0.01%
764
2024
Q3
–
Sell
-6,136
Closed
-$249K
–
958
2024
Q2
$249K
Buy
+6,136
New
+$249K
0.02%
650
2023
Q2
–
Sell
-314
Closed
-$12.5K
–
1815
2023
Q1
$12.5K
Sell
314
-51
-14%
-$2.03K
﹤0.01%
2585
2022
Q4
$14.2K
Buy
+365
New
+$14.4K
﹤0.01%
2433
2019
Q1
–
Sell
-2,408
Closed
-$108K
–
483
2018
Q4
$108K
Sell
2,408
-2,521
-51%
-$118K
0.03%
470
2018
Q3
$236K
Buy
4,929
+482
+11%
+$23K
0.04%
412
2018
Q2
$209K
Sell
4,447
-71
-2%
-$3.38K
0.06%
316
2018
Q1
$215K
Buy
+4,518
New
+$218K
0.06%
303
Other funds holding HYLS
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
P
&Partners
Nashville, Tennessee
$20.2B AUM
19.79%
1-Year Est. Return
KFP
KMG Fiduciary Partners
Toledo, Ohio
$1.08B AUM
31.69%
1-Year Est. Return
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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
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