Boyce & Associates Wealth Consulting’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Boyce & Associates Wealth Consulting’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
2022 Q3	–	Sell	-12,263	Closed	-$480K	–	45
2022 Q2	$480K	Sell	12,263 -32,781	-73%	-$1.39M	0.87%	23
2022 Q1	$2.06M	Buy	+45,044	New	+$2.08M	3.08%	12

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

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

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

OCM

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

PNC

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

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Boyce & Associates Wealth Consulting's HYLS Position: Q3 2022 in Review

Boyce & Associates Wealth Consulting sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2022, closing a stake of 12,263 shares — an estimated $480K sold.

Boyce & Associates Wealth Consulting first reported a position in HYLS in Q1 2022 and held it in 2 quarters. The position peaked at $2.06M in Q1 2022. 202 funds tracked by Wall St. Rank hold HYLS as of Q3 2022.

Boyce & Associates Wealth Consulting reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q3 2022 after selling out during the quarter.
Boyce & Associates Wealth Consulting sold 12,263 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2022, an estimated $480K.
Boyce & Associates Wealth Consulting first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2022 and held it in 2 quarters.
Boyce & Associates Wealth Consulting's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $2.06M in Q1 2022.
202 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2022.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2022, filed 24 Oct 2022.