Berger Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,555
| Closed | -$255K | – | 276 |
|
|
2022
Q4 | $255K | Sell |
6,555
-646
| -9% | -$25.2K | 0.03% | 219 |
|
|
2022
Q3 | $276K | Sell |
7,201
-2,510
| -26% | -$96.2K | 0.04% | 194 |
|
|
2022
Q2 | $380K | Sell |
9,711
-980
| -9% | -$38.3K | 0.06% | 156 |
|
|
2022
Q1 | $489K | Sell |
10,691
-291,110
| -96% | -$13.3M | 0.06% | 151 |
|
|
2021
Q4 | $14.4M | Buy |
301,801
+17,298
| +6% | +$828K | 1.91% | 11 |
|
|
2021
Q3 | $13.7M | Buy |
284,503
+6,006
| +2% | +$289K | 2.47% | 8 |
|
|
2021
Q2 | $13.5M | Buy |
278,497
+9,489
| +4% | +$460K | 2.44% | 8 |
|
|
2021
Q1 | $13.1M | Buy |
269,008
+4,473
| +2% | +$218K | 2.85% | 7 |
|
|
2020
Q4 | $12.9M | Buy |
+264,535
| New | +$12.9M | 2.25% | 7 |
|