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

Braver Wealth Management’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
2016 Q4	$217K	Sell	4,506 -68,369	-94%	-$3.3M	0.04%	145
2016 Q3	$3.54M	Buy	72,875 +4,465	+7%	+$217K	0.59%	52
2016 Q2	$3.26M	Buy	+68,410	New	+$3.26M	0.56%	49

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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

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

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

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

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

Braver Wealth Management's HYLS Position: Q4 2016 in Review

Braver Wealth Management reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 94% in Q4 2016, selling an estimated $3.3M and leaving 4,506 shares worth $217K. The position accounts for 0.04% of the portfolio, ranked #145.

Braver Wealth Management first reported a position in HYLS in Q2 2016 and has held it in 3 quarters since. The position peaked at $3.54M in Q3 2016. 92 funds tracked by Wall St. Rank hold HYLS as of Q4 2016.

Braver Wealth Management held 4,506 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $217K as of Q4 2016.
Braver Wealth Management sold 68,369 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q4 2016, an estimated $3.3M.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.04% of Braver Wealth Management's portfolio in Q4 2016, its #145 holding.
Braver Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2016 and has held it in 3 quarters since.
Braver Wealth Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $3.54M in Q3 2016.
92 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.