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

BOK Financial’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 Q1	–	Sell	-8,054	Closed	-$314K	–	1204
2022 Q4	$314K	Buy	8,054 +1,263	+19%	+$49.7K	0.01%	760
2022 Q3	$260K	Buy	+6,791	New	+$276K	0.01%	785
2017 Q4	–	Sell	-564	Closed	-$28K	–	996
2017 Q3	$28K	Buy	+564	New	+$27.8K	﹤0.01%	1026

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

CAG

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

BOK Financial's HYLS Position: Q1 2023 in Review

BOK Financial sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2023, closing a stake of 8,054 shares — an estimated $314K sold.

BOK Financial first reported a position in HYLS in Q3 2017 and held it in 3 quarters. The position peaked at $314K in Q4 2022. 204 funds tracked by Wall St. Rank hold HYLS as of Q1 2023.

BOK Financial reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2023 after selling out during the quarter.
BOK Financial sold 8,054 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2023, an estimated $314K.
BOK Financial first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2017 and held it in 3 quarters.
BOK Financial's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $314K in Q4 2022.
204 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2023.

Based on BOK Financial's 13F filing for Q1 2023, filed 11 May 2023.