Capital Investment Advisors’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $322K | Sell |
7,922
-500
| -6% | -$20.4K | ﹤0.01% | 628 |
|
|
2026
Q1 | $342K | Buy |
8,422
+250
| +3% | +$10.3K | 0.01% | 577 |
|
|
2025
Q4 | $342K | Sell |
8,172
-557
| -6% | -$23.3K | 0.01% | 559 |
|
|
2025
Q3 | $367K | Hold |
8,729
| – | – | 0.01% | 531 |
|
|
2025
Q2 | $365K | Buy |
8,729
+1
| +0% | +$41 | 0.01% | 512 |
|
|
2025
Q1 | $358K | Buy |
8,728
+1
| +0% | +$41 | 0.01% | 502 |
|
|
2024
Q4 | $361K | Buy |
+8,727
| New | +$364K | 0.01% | 478 |
|
|
2024
Q3 | – | Sell |
-5,697
| Closed | -$231K | – | 674 |
|
|
2024
Q2 | $231K | Sell |
5,697
-98
| -2% | -$3.98K | 0.01% | 553 |
|
|
2024
Q1 | $239K | Sell |
5,795
-2,373
| -29% | -$97.7K | 0.01% | 540 |
|
|
2023
Q4 | $340K | Sell |
8,168
-753
| -8% | -$30K | 0.01% | 446 |
|
|
2023
Q3 | $350K | Sell |
8,921
-818
| -8% | -$32.4K | 0.01% | 423 |
|
|
2023
Q2 | $386K | Sell |
9,739
-896
| -8% | -$35.5K | 0.01% | 384 |
|
|
2023
Q1 | $423K | Buy |
10,635
+604
| +6% | +$24K | 0.01% | 377 |
|
|
2022
Q4 | $391K | Buy |
10,031
+1,352
| +16% | +$53.2K | 0.01% | 396 |
|
|
2022
Q3 | $333K | Sell |
8,679
-34
| -0.4% | -$1.38K | 0.01% | 393 |
|
|
2022
Q2 | $341K | Sell |
8,713
-599
| -6% | -$25.4K | 0.01% | 400 |
|
|
2022
Q1 | $426K | Sell |
9,312
-2,803
| -23% | -$130K | 0.01% | 389 |
|
|
2021
Q4 | $580K | Sell |
12,115
-1,554
| -11% | -$74.3K | 0.02% | 353 |
|
|
2021
Q3 | $659K | Sell |
13,669
-15,453
| -53% | -$747K | 0.02% | 329 |
|
|
2021
Q2 | $1.41M | Sell |
29,122
-4,242
| -13% | -$206K | 0.05% | 221 |
|
|
2021
Q1 | $1.62M | Sell |
33,364
-16,426
| -33% | -$802K | 0.06% | 193 |
|
|
2020
Q4 | $2.43M | Buy |
49,790
+581
| +1% | +$27.9K | 0.1% | 149 |
|
|
2020
Q3 | $2.32M | Sell |
49,209
-199
| -0.4% | -$9.4K | 0.11% | 135 |
|
|
2020
Q2 | $2.26M | Buy |
49,408
+26,970
| +120% | +$1.22M | 0.12% | 127 |
|
|
2020
Q1 | $942K | Sell |
22,438
-3,271
| -13% | -$153K | 0.06% | 200 |
|
|
2019
Q4 | $1.25M | Sell |
25,709
-2,267
| -8% | -$110K | 0.06% | 207 |
|
|
2019
Q3 | $1.35M | Sell |
27,976
-1,039
| -4% | -$50K | 0.07% | 185 |
|
|
2019
Q2 | $1.4M | Buy |
29,015
+53
| +0.2% | +$2.55K | 0.08% | 179 |
|
|
2019
Q1 | $1.38M | Sell |
28,962
-3,786
| -12% | -$179K | 0.08% | 177 |
|
|
2018
Q4 | $1.47M | Sell |
32,748
-6,465
| -16% | -$302K | 0.1% | 162 |
|
|
2018
Q3 | $1.87M | Sell |
39,213
-2,371
| -6% | -$113K | 0.11% | 148 |
|
|
2018
Q2 | $1.96M | Buy |
41,584
+2,215
| +6% | +$105K | 0.12% | 138 |
|
|
2018
Q1 | $1.87M | Buy |
39,369
+1,943
| +5% | +$93.7K | 0.12% | 143 |
|
|
2017
Q4 | $1.82M | Buy |
37,426
+3,128
| +9% | +$152K | 0.12% | 151 |
|
|
2017
Q3 | $1.68M | Buy |
34,298
+310
| +0.9% | +$15.3K | 0.12% | 151 |
|
|
2017
Q2 | $1.67M | Buy |
33,988
+309
| +0.9% | +$15.2K | 0.12% | 147 |
|
|
2017
Q1 | $1.65M | Buy |
33,679
+394
| +1% | +$19.2K | 0.12% | 149 |
|
|
2016
Q4 | $1.6M | Buy |
33,285
+1,086
| +3% | +$52.3K | 0.14% | 149 |
|
|
2016
Q3 | $1.57M | Buy |
32,199
+497
| +2% | +$24.1K | 0.14% | 147 |
|
|
2016
Q2 | $1.51M | Buy |
31,702
+7,133
| +29% | +$340K | 0.14% | 137 |
|
|
2016
Q1 | $1.16M | Buy |
24,569
+9,438
| +62% | +$440K | 0.11% | 158 |
|
|
2015
Q4 | $711K | Buy |
+15,131
| New | +$726K | 0.07% | 202 |
|
Other funds holding HYLS
KFP
P
Capital Investment Advisors's HYLS Position: Q2 2026 in Review
Capital Investment Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 5.9% in Q2 2026, selling an estimated $20.4K and leaving 7,922 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #628.
Capital Investment Advisors first reported a position in HYLS in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.43M in Q4 2020. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.
- Capital Investment Advisors held 7,922 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $322K as of Q2 2026.
- Capital Investment Advisors sold 500 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $20.4K.
- First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #628 holding.
- Capital Investment Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2015 and has held it in 42 quarters since.
- Capital Investment Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $2.43M in Q4 2020.
- 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 Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.