Bennett Associates Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Bennett Associates Wealth Management’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 Q3	$1.84M	Sell	46,719 -17,141	-27%	-$694K	1.11%	18
2026 Q2	$2.6M	Buy	63,860 +3,246	+5%	+$133K	1.61%	14
2026 Q1	$2.46M	Buy	60,614 +5,556	+10%	+$230K	1.66%	16
2025 Q4	$2.3M	Buy	55,058 +2,828	+5%	+$118K	1.6%	17
2025 Q3	$2.2M	Buy	52,230 +6,640	+15%	+$278K	1.59%	17
2025 Q2	$1.91M	Sell	45,590 -7	-0%	-$288	1.47%	19
2025 Q1	$1.87M	Buy	45,597 +185	+0.4%	+$7.67K	1.54%	17
2024 Q4	$1.88M	Buy	45,412 +7,328	+19%	+$306K	1.56%	18
2024 Q3	$1.6M	Buy	38,084 +664	+2%	+$27.5K	1.31%	19
2024 Q2	$1.52M	Buy	37,420 +938	+3%	+$38.1K	1.37%	18
2024 Q1	$1.5M	Buy	36,482 +2,060	+6%	+$84.8K	1.36%	18
2023 Q4	$1.43M	Buy	+34,422	New	+$1.37M	1.4%	17

Other funds holding HYLS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Bennett Associates Wealth Management's HYLS Position: Q3 2026 in Review

Bennett Associates Wealth Management reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 27% in Q3 2026, selling an estimated $694K and leaving 46,719 shares worth $1.84M. The position accounts for 1.11% of the portfolio, ranked #18.

Bennett Associates Wealth Management first reported a position in HYLS in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.6M in Q2 2026. 141 funds tracked by Wall St. Rank hold HYLS as of Q3 2026.

Bennett Associates Wealth Management held 46,719 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $1.84M as of Q3 2026.
Bennett Associates Wealth Management sold 17,141 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2026, an estimated $694K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 1.11% of Bennett Associates Wealth Management's portfolio in Q3 2026, its #18 holding.
Bennett Associates Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2023 and has held it in 12 quarters since.
Bennett Associates Wealth Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $2.6M in Q2 2026.
141 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.