BKS Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | $578K | Buy |
12,086
+1,420
| +13% | +$67.9K | 0.23% | 106 |
|
2018
Q4 | $478K | Buy |
10,666
+1,900
| +22% | +$85.1K | 0.22% | 114 |
|
2018
Q3 | $418K | Sell |
8,766
-1,600
| -15% | -$76.3K | 0.15% | 141 |
|
2018
Q2 | $488K | Sell |
10,366
-900
| -8% | -$42.4K | 0.17% | 133 |
|
2018
Q1 | $536K | Hold |
11,266
| – | – | 0.2% | 123 |
|
2017
Q4 | $547K | Hold |
11,266
| – | – | 0.2% | 119 |
|
2017
Q3 | $553K | Sell |
11,266
-925
| -8% | -$45.4K | 0.21% | 109 |
|
2017
Q2 | $599K | Buy |
12,191
+150
| +1% | +$7.37K | 0.24% | 104 |
|
2017
Q1 | $588K | Hold |
12,041
| – | – | 0.26% | 102 |
|
2016
Q4 | $581K | Sell |
12,041
-854
| -7% | -$41.2K | 0.27% | 97 |
|
2016
Q3 | $627K | Buy |
12,895
+950
| +8% | +$46.2K | 0.29% | 83 |
|
2016
Q2 | $569K | Sell |
11,945
-2,550
| -18% | -$121K | 0.29% | 87 |
|
2016
Q1 | $687K | Buy |
14,495
+3,420
| +31% | +$162K | 0.36% | 79 |
|
2015
Q4 | $520K | Sell |
11,075
-13,290
| -55% | -$624K | 0.27% | 85 |
|
2015
Q3 | $1.17M | Buy |
24,365
+600
| +3% | +$28.9K | 0.65% | 45 |
|
2015
Q2 | $1.19M | Buy |
+23,765
| New | +$1.19M | 0.57% | 49 |
|