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

Carroll Financial Associates’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
2018 Q2	–	Sell	-241	Closed	-$11K	–	1285
2018 Q1	$11K	Sell	241 -701	-74%	-$33.8K	﹤0.01%	810
2017 Q4	$45K	Hold	942	–	–	﹤0.01%	507
2017 Q3	$46K	Hold	942	–	–	0.01%	506
2017 Q2	$46K	Hold	942	–	–	0.01%	514
2017 Q1	$46K	Hold	942	–	–	0.01%	495
2016 Q4	$45K	Hold	942	–	–	0.01%	477
2016 Q3	$45K	Buy	+942	New	+$45.7K	0.01%	478

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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carroll Financial Associates's HYLS Position: Q2 2018 in Review

Carroll Financial Associates sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2018, closing a stake of 241 shares — an estimated $11K sold.

Carroll Financial Associates first reported a position in HYLS in Q3 2016 and held it in 7 quarters. The position peaked at $46K in Q3 2017. 127 funds tracked by Wall St. Rank hold HYLS as of Q2 2018.

Carroll Financial Associates reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2018 after selling out during the quarter.
Carroll Financial Associates sold 241 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2018, an estimated $11K.
Carroll Financial Associates first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2016 and held it in 7 quarters.
Carroll Financial Associates's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $46K in Q3 2017.
127 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2018.

Based on Carroll Financial Associates's 13F filing for Q2 2018, filed 19 Jul 2018.