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

Cambridge Advisors’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 Q2	–	Sell	-4,731	Closed	-$216K	–	185
2022 Q1	$216K	Buy	4,731 +54	+1%	+$2.5K	0.05%	170
2021 Q4	$224K	Buy	4,677 +6	+0.1%	+$287	0.05%	171
2021 Q3	$225K	Sell	4,671 -63	-1%	-$3.05K	0.05%	164
2021 Q2	$230K	Buy	4,734 +587	+14%	+$28.5K	0.06%	160
2021 Q1	$202K	Buy	+4,147	New	+$203K	0.05%	162
2020 Q1	–	Sell	-4,219	Closed	-$206K	–	144
2019 Q4	$206K	Sell	4,219 -254	-6%	-$12.3K	0.06%	141
2019 Q3	$216K	Sell	4,473 -112	-2%	-$5.39K	0.07%	122
2019 Q2	$221K	Buy	+4,585	New	+$220K	0.07%	129

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

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

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

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

Cambridge Advisors's HYLS Position: Q2 2022 in Review

Cambridge Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2022, closing a stake of 4,731 shares — an estimated $216K sold.

Cambridge Advisors first reported a position in HYLS in Q2 2019 and held it in 8 quarters. The position peaked at $230K in Q2 2021. 206 funds tracked by Wall St. Rank hold HYLS as of Q2 2022.

Cambridge Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2022 after selling out during the quarter.
Cambridge Advisors sold 4,731 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2022, an estimated $216K.
Cambridge Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2019 and held it in 8 quarters.
Cambridge Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $230K in Q2 2021.
206 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2022.

Based on Cambridge Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.