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Benjamin Edwards Inc’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Benjamin Edwards Inc’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
2026
Q2 		$1.93M Sell
47,570
-983
-2% -$40.2K 0.02% 582
2026
Q1 		$1.97M Buy
48,553
+386
+0.8% +$16K 0.02% 550
2025
Q4 		$2.02M Buy
48,167
+7,349
+18% +$307K 0.02% 498
2025
Q3 		$1.72M Buy
40,818
+1,223
+3% +$51.3K 0.02% 525
2025
Q2 		$1.66M Buy
39,595
+398
+1% +$16.4K 0.02% 491
2025
Q1 		$1.61M Buy
39,197
+1,952
+5% +$80.9K 0.02% 468
2024
Q4 		$1.54M Buy
37,245
+11,981
+47% +$500K 0.02% 495
2024
Q3 		$1.06M Buy
+25,264
New +$1.05M 0.02% 583
2023
Q1 		– Sell
-183
Closed -$7K – 725
2022
Q4 		$7K Hold
183
– – ﹤0.01% 614
2022
Q3 		$7K Sell
183
-973
-84% -$39.6K ﹤0.01% 591
2022
Q2 		$45K Buy
1,156
+40
+4% +$1.7K 0.01% 437
2022
Q1 		$51K Buy
1,116
+933
+510% +$43.2K 0.01% 451
2021
Q4 		$9K Sell
183
-162
-47% -$7.74K ﹤0.01% 599
2021
Q3 		$17K Hold
345
– – 0.01% 414
2021
Q2 		$17K Sell
345
-847
-71% -$41.2K 0.01% 343
2021
Q1 		$58K Sell
1,192
-757
-39% -$37K 0.04% 243
2020
Q4 		$95K Sell
1,949
-510
-21% -$24.5K 0.07% 193
2020
Q3 		$116K Buy
2,459
+1,520
+162% +$71.8K 0.1% 161
2020
Q2 		$43K Buy
939
+167
+22% +$7.58K 0.04% 210
2020
Q1 		$32K Buy
+772
New +$36.1K 0.03% 202

Other funds holding HYLS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Benjamin Edwards Inc's HYLS Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 2% in Q2 2026, selling an estimated $40.2K and leaving 47,570 shares worth $1.93M. The position accounts for 0.02% of the portfolio, ranked #582.

Benjamin Edwards Inc first reported a position in HYLS in Q1 2020 and has held it in 20 quarters since. The position peaked at $2.02M in Q4 2025. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

  • Benjamin Edwards Inc held 47,570 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $1.93M as of Q2 2026.
  • Benjamin Edwards Inc sold 983 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $40.2K.
  • First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #582 holding.
  • Benjamin Edwards Inc first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2020 and has held it in 20 quarters since.
  • Benjamin Edwards Inc's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $2.02M in Q4 2025.
  • 215 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.