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

BlueChip Wealth 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
2026
Q1 		$860K Buy
21,186
+5,952
+39% +$246K 0.38% 51
2025
Q4 		$638K Buy
15,234
+918
+6% +$38.4K 0.27% 63
2025
Q3 		$602K Sell
14,316
-260
-2% -$10.9K 0.26% 66
2025
Q2 		$609K Sell
14,576
-4,487
-24% -$185K 0.27% 73
2025
Q1 		$782K Sell
19,063
-1,250
-6% -$51.8K 0.38% 55
2024
Q4 		$840K Buy
20,313
+739
+4% +$30.8K 0.47% 44
2024
Q3 		$821K Sell
19,574
-853
-4% -$35.3K 0.43% 50
2024
Q2 		$830K Sell
20,427
-24
-0.1% -$976 0.49% 46
2024
Q1 		$843K Sell
20,451
-11,496
-36% -$473K 0.54% 42
2023
Q4 		$1.33M Buy
+31,947
New +$1.27M 0.93% 25

Other funds holding HYLS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return