Belpointe Asset Management’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 | $290K | Buy |
6,940
+542
| +8% | +$22.7K | 0.01% | 758 |
|
|
2025
Q1 | $263K | Buy |
+6,398
| New | +$263K | 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% | 2586 |
|
|
2022
Q4 | $14.2K | Buy |
+365
| New | +$14.2K | ﹤0.01% | 2433 |
|
|
2019
Q1 | – | Sell |
-2,408
| Closed | -$108K | – | 483 |
|
|
2018
Q4 | $108K | Sell |
2,408
-2,521
| -51% | -$113K | 0.03% | 470 |
|
|
2018
Q3 | $236K | Buy |
4,929
+482
| +11% | +$23.1K | 0.04% | 412 |
|
|
2018
Q2 | $209K | Sell |
4,447
-71
| -2% | -$3.34K | 0.06% | 316 |
|
|
2018
Q1 | $215K | Buy |
+4,518
| New | +$215K | 0.06% | 303 |
|