BAWM
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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
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

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UBS Group
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jane Street
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