Capital Performance 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
$213K Buy
5,229
+86
+2% +$3.52K 0.01% 287
2026
Q1
$209K Sell
5,143
-1,319
-20% -$54.5K 0.01% 440
2025
Q4
$271K Sell
6,462
-474
-7% -$19.8K 0.02% 337
2025
Q3
$292K Buy
6,936
+633
+10% +$26.5K 0.05% 221
2025
Q2
$264K Sell
6,303
-4,099
-39% -$169K 0.05% 181
2025
Q1
$427K Buy
+10,402
New +$431K 0.09% 120

Other funds holding HYLS

Capital Performance Advisors's HYLS Position: Q2 2026 in Review

Capital Performance Advisors increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 1.7% in Q2 2026, buying an estimated $3.52K and bringing the position to 5,229 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #287.

Capital Performance Advisors first reported a position in HYLS in Q1 2025 and has held it in 6 quarters since. The position peaked at $427K in Q1 2025. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

  • Capital Performance Advisors held 5,229 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $213K as of Q2 2026.
  • Capital Performance Advisors bought 86 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $3.52K.
  • First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.01% of Capital Performance Advisors's portfolio in Q2 2026, its #287 holding.
  • Capital Performance Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2025 and has held it in 6 quarters since.
  • Capital Performance Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $427K in Q1 2025.
  • 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 Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.