Bennett Associates Wealth 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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Bennett Associates Wealth Management's HYLS Position: Q2 2026 in Review

Bennett Associates Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 5.4% in Q2 2026, buying an estimated $133K and bringing the position to 63,860 shares worth $2.6M. The position accounts for 1.61% of the portfolio, ranked #14.

Bennett Associates Wealth Management first reported a position in HYLS in Q4 2023 and has held it in 11 quarters since. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

  • Bennett Associates Wealth Management held 63,860 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $2.6M as of Q2 2026.
  • Bennett Associates Wealth Management bought 3,246 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $133K.
  • First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 1.61% of Bennett Associates Wealth Management's portfolio in Q2 2026, its #14 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 11 quarters since.
  • 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 Bennett Associates Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.