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

Calton & Associates’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
2018 Q1	–	Sell	-276	Closed	-$13K	–	760
2017 Q4	$13K	Buy	+276	New	+$13.4K	﹤0.01%	991

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

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Calton & Associates's HYLS Position: Q1 2018 in Review

Calton & Associates sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2018, closing a stake of 276 shares — an estimated $13K sold.

Calton & Associates first reported a position in HYLS in Q4 2017 and held it in 1 quarter. The position peaked at $13K in Q4 2017. 128 funds tracked by Wall St. Rank hold HYLS as of Q1 2018.

Calton & Associates reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 276 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2018, an estimated $13K.
Calton & Associates first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2017 and held it in 1 quarter.
Calton & Associates's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $13K in Q4 2017.
128 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.