Callan Family Office’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Callan Family Office’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
2025 Q1	–	Sell	-8,741	Closed	-$361K	–	596
2024 Q4	$361K	Hold	8,741	–	–	0.02%	441
2024 Q3	$367K	Hold	8,741	–	–	0.06%	124
2024 Q2	$355K	Buy	+8,741	New	+$355K	0.07%	108
2024 Q1	–	Sell	-8,741	Closed	-$363K	–	99
2023 Q4	$363K	Hold	8,741	–	–	0.09%	69
2023 Q3	$343K	Hold	8,741	–	–	0.09%	66
2023 Q2	$346K	Hold	8,741	–	–	0.09%	79
2023 Q1	$348K	Buy	+8,741	New	+$348K	0.08%	122

Other funds holding HYLS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC

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

Callan Family Office's HYLS Position: Q1 2025 in Review

Callan Family Office sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2025, closing a stake of 8,741 shares — an estimated $361K sold.

Callan Family Office first reported a position in HYLS in Q1 2023 and held it in 7 quarters. The position peaked at $367K in Q3 2024. 222 funds tracked by Wall St. Rank hold HYLS as of Q1 2025.

Callan Family Office reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2025 after selling out during the quarter.
Callan Family Office sold 8,741 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2025, an estimated $361K.
Callan Family Office first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2023 and held it in 7 quarters.
Callan Family Office's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $367K in Q3 2024.
222 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2025.

Based on Callan Family Office's 13F filing for Q1 2025, filed 13 May 2025.