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Capital Investment Advisory Services’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Capital Investment Advisory Services’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 		$397K Sell
9,769
-1,427
-13% -$58.4K 0.02% 493
2026
Q1 		$454K Buy
11,196
+2,454
+28% +$101K 0.03% 414
2025
Q4 		$366K Buy
8,742
+2,484
+40% +$104K 0.03% 447
2025
Q3 		$263K Sell
6,258
-1,873
-23% -$78.5K 0.02% 509
2025
Q2 		$340K Buy
8,131
+2
+0% +$82 0.03% 425
2025
Q1 		$334K Sell
8,129
-2,385
-23% -$98.9K 0.03% 410
2024
Q4 		$435K Sell
10,514
-766
-7% -$31.9K 0.04% 315
2024
Q3 		$473K Sell
11,280
-4,102
-27% -$170K 0.04% 308
2024
Q2 		$625K Sell
15,382
-549
-3% -$22.3K 0.06% 253
2024
Q1 		$657K Buy
15,931
+871
+6% +$35.9K 0.07% 251
2023
Q4 		$626K Sell
15,060
-1,178
-7% -$46.9K 0.06% 246
2023
Q3 		$637K Sell
16,238
-3,757
-19% -$149K 0.06% 236
2023
Q2 		$792K Sell
19,995
-1,226
-6% -$48.5K 0.08% 208
2023
Q1 		$844K Buy
21,221
+3,410
+19% +$136K 0.1% 186
2022
Q4 		$694K Sell
17,811
-1,045
-6% -$41.1K 0.08% 210
2022
Q3 		$723K Buy
18,856
+285
+2% +$11.6K 0.09% 192
2022
Q2 		$727K Buy
18,571
+2,225
+14% +$94.3K 0.09% 197
2022
Q1 		$748K Buy
16,346
+200
+1% +$9.26K 0.08% 211
2021
Q4 		$773K Sell
16,146
-700
-4% -$33.5K 0.09% 209
2021
Q3 		$812K Sell
16,846
-1,775
-10% -$85.8K 0.1% 187
2021
Q2 		$903K Sell
18,621
-800
-4% -$38.9K 0.11% 179
2021
Q1 		$945K Sell
19,421
-240
-1% -$11.7K 0.13% 160
2020
Q4 		$958K Sell
19,661
-250
-1% -$12K 0.14% 150
2020
Q3 		$939K Sell
19,911
-1,300
-6% -$61.4K 0.18% 118
2020
Q2 		$972K Buy
21,211
+625
+3% +$28.4K 0.2% 106
2020
Q1 		$864K Hold
20,586
– – 0.21% 101
2019
Q4 		$1M Buy
20,586
+2,170
+12% +$105K 0.27% 82
2019
Q3 		$888K Buy
18,416
+225
+1% +$10.8K 0.25% 84
2019
Q2 		$878K Buy
18,191
+710
+4% +$34.1K 0.27% 78
2019
Q1 		$835K Buy
17,481
+17,100
+4,488% +$807K 0.31% 59
2018
Q4 		$17K Buy
+381
New +$17.8K 0.01% 672

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 22.9% 1-Year Est. Return

Capital Investment Advisory Services's HYLS Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 13% in Q2 2026, selling an estimated $58.4K and leaving 9,769 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #493.

Capital Investment Advisory Services first reported a position in HYLS in Q4 2018 and has held it in 31 quarters since. The position peaked at $1M in Q4 2019. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

  • Capital Investment Advisory Services held 9,769 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $397K as of Q2 2026.
  • Capital Investment Advisory Services sold 1,427 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $58.4K.
  • First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #493 holding.
  • Capital Investment Advisory Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2018 and has held it in 31 quarters since.
  • Capital Investment Advisory Services's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $1M in Q4 2019.
  • 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 Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.