Bessemer Group’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Bessemer Group’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
2023 Q3	–	Sell	-800	Closed	-$32K	–	2234
2023 Q2	$32K	Buy	+800	New	+$31.7K	﹤0.01%	1445
2023 Q1	–	Sell	-617	Closed	-$24K	–	1972
2022 Q4	$24K	Buy	+617	New	+$24.3K	﹤0.01%	1272
2022 Q2	–	Sell	-4,020	Closed	-$184K	–	1938
2022 Q1	$184K	Buy	4,020 +3,783	+1,596%	+$175K	﹤0.01%	843
2021 Q4	$11K	Hold	237	–	–	﹤0.01%	1394
2021 Q3	$11K	Buy	+237	New	+$11.5K	﹤0.01%	1355

Other funds holding HYLS

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

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

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

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

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

Bessemer Group's HYLS Position: Q3 2023 in Review

Bessemer Group sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2023, closing a stake of 800 shares — an estimated $32K sold.

Bessemer Group first reported a position in HYLS in Q3 2021 and held it in 5 quarters. The position peaked at $184K in Q1 2022. 198 funds tracked by Wall St. Rank hold HYLS as of Q3 2023.

Bessemer Group reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q3 2023 after selling out during the quarter.
Bessemer Group sold 800 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2023, an estimated $32K.
Bessemer Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2021 and held it in 5 quarters.
Bessemer Group's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $184K in Q1 2022.
198 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2023.

Based on Bessemer Group's 13F filing for Q3 2023, filed 13 Nov 2023.