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

CAPTRUST Financial 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 Q3	–	Sell	-1,510	Closed	-$59K	–	2972
2022 Q2	$59K	Buy	1,510 +1,379	+1,053%	+$58.4K	﹤0.01%	2610
2022 Q1	$6K	Hold	131	–	–	﹤0.01%	4067
2021 Q4	$6K	Hold	131	–	–	﹤0.01%	3984
2021 Q3	$6K	Hold	131	–	–	﹤0.01%	3870
2021 Q2	$6K	Hold	131	–	–	﹤0.01%	3779
2021 Q1	$6K	Hold	131	–	–	﹤0.01%	3653
2020 Q4	$6K	Hold	131	–	–	﹤0.01%	2774
2020 Q3	$6K	Hold	131	–	–	﹤0.01%	2476
2020 Q2	$6K	Buy	+131	New	+$5.95K	﹤0.01%	2345

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

CAPTRUST Financial Advisors's HYLS Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2022, closing a stake of 1,510 shares — an estimated $59K sold.

CAPTRUST Financial Advisors first reported a position in HYLS in Q2 2020 and held it in 9 quarters. The position peaked at $59K in Q2 2022. 202 funds tracked by Wall St. Rank hold HYLS as of Q3 2022.

CAPTRUST Financial Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q3 2022 after selling out during the quarter.
CAPTRUST Financial Advisors sold 1,510 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2022, an estimated $59K.
CAPTRUST Financial Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2020 and held it in 9 quarters.
CAPTRUST Financial Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $59K in Q2 2022.
202 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.