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Capital Analysts LLC’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Capital Analysts LLC’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
2026
Q2 		$52K Sell
1,300
-393
-23% -$16.1K ﹤0.01% 986
2026
Q1 		$69K Hold
1,693
– – ﹤0.01% 878
2025
Q4 		$71K Sell
1,693
-387
-19% -$16.2K ﹤0.01% 844
2025
Q3 		$87K Hold
2,080
– – ﹤0.01% 765
2025
Q2 		$87K Hold
2,080
– – ﹤0.01% 706
2025
Q1 		$85K Sell
2,080
-2,727
-57% -$113K ﹤0.01% 680
2024
Q4 		$199K Hold
4,807
– – 0.01% 488
2024
Q3 		$202K Hold
4,807
– – 0.01% 464
2024
Q2 		$195K Sell
4,807
-200
-4% -$8.13K 0.01% 460
2024
Q1 		$206K Sell
5,007
-5,123
-51% -$211K 0.01% 435
2023
Q4 		$421K Sell
10,130
-1,707
-14% -$67.9K 0.02% 330
2023
Q3 		$464K Sell
11,837
-1,216
-9% -$48.2K 0.03% 307
2023
Q2 		$517K Buy
13,053
+688
+6% +$27.2K 0.03% 289
2023
Q1 		$492K Sell
12,365
-1,932
-14% -$76.9K 0.03% 295
2022
Q4 		$557K Sell
14,297
-893
-6% -$35.1K 0.03% 280
2022
Q3 		$582K Buy
15,190
+8,478
+126% +$345K 0.04% 254
2022
Q2 		$263K Buy
6,712
+1,291
+24% +$54.7K 0.02% 315
2022
Q1 		$248K Buy
5,421
+177
+3% +$8.19K 0.02% 322
2021
Q4 		$251K Buy
5,244
+1,181
+29% +$56.4K 0.02% 318
2021
Q3 		$196K Buy
4,063
+263
+7% +$12.7K 0.01% 341
2021
Q2 		$184K Buy
3,800
+980
+35% +$47.6K 0.01% 345
2021
Q1 		$137K Buy
2,820
+380
+16% +$18.6K 0.01% 400
2020
Q4 		$119K Buy
2,440
+175
+8% +$8.42K 0.01% 293
2020
Q3 		$107K Buy
2,265
+1,075
+90% +$50.8K 0.01% 306
2020
Q2 		$55K Sell
1,190
-960
-45% -$43.6K 0.01% 364
2020
Q1 		$90K Buy
2,150
+245
+13% +$11.5K 0.01% 265
2019
Q4 		$93K Buy
1,905
+405
+27% +$19.6K 0.01% 308
2019
Q3 		$72K Buy
1,500
+115
+8% +$5.54K 0.01% 326
2019
Q2 		$67K Hold
1,385
– – 0.01% 329
2019
Q1 		$66K Hold
1,385
– – 0.01% 314
2018
Q4 		$62K Buy
1,385
+650
+88% +$30.3K 0.01% 292
2018
Q3 		$35K Buy
735
+100
+16% +$4.77K ﹤0.01% 355
2018
Q2 		$30K Buy
635
+250
+65% +$11.9K ﹤0.01% 376
2018
Q1 		$18K Buy
+385
New +$18.6K ﹤0.01% 405

Other funds holding HYLS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Capital Analysts LLC's HYLS Position: Q2 2026 in Review

Capital Analysts LLC reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 23% in Q2 2026, selling an estimated $16.1K and leaving 1,300 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Capital Analysts LLC first reported a position in HYLS in Q1 2018 and has held it in 34 quarters since. The position peaked at $582K in Q3 2022. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

  • Capital Analysts LLC held 1,300 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $52K as of Q2 2026.
  • Capital Analysts LLC sold 393 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $16.1K.
  • First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #986 holding.
  • Capital Analysts LLC first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2018 and has held it in 34 quarters since.
  • Capital Analysts LLC's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $582K in Q3 2022.
  • 215 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.