Berman Capital Advisors’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Berman Capital Advisors’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
2019 Q2	–	Sell	-508	Closed	-$24K	–	1518
2019 Q1	$24K	Buy	+508	New	+$24K	0.01%	410

Other funds holding HYLS

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Berman Capital Advisors's HYLS Position: Q2 2019 in Review

Berman Capital Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2019, closing a stake of 508 shares — an estimated $24K sold.

Berman Capital Advisors first reported a position in HYLS in Q1 2019 and held it in 1 quarter. The position peaked at $24K in Q1 2019. 133 funds tracked by Wall St. Rank hold HYLS as of Q2 2019.

Berman Capital Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2019 after selling out during the quarter.
Berman Capital Advisors sold 508 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2019, an estimated $24K.
Berman Capital Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2019 and held it in 1 quarter.
Berman Capital Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $24K in Q1 2019.
133 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2019.

Based on Berman Capital Advisors's 13F filing for Q2 2019, filed 30 Jul 2019.