Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.35M | Buy |
|
|||||
|
2025
Q2 | $1.28M | Sell |
|
|||||
|
2025
Q1 | $2.54M | Sell |
|
|||||
|
2024
Q4 | $2.76M | Sell |
|
|||||
|
2024
Q3 | $2.81M | Sell |
|
|||||
|
2024
Q2 | $2.75M | Buy |
|
|||||
|
2024
Q1 | $2.63M | Sell |
|
|||||
|
2023
Q4 | $3.27M | Sell |
|
|||||
|
2023
Q3 | $3.98M | Sell |
|
|||||
|
2023
Q2 | $4.53M | Sell |
|
|||||
|
2023
Q1 | $5.31M | Sell |
|
|||||
|
2022
Q4 | $5.34M | Sell |
|
|||||
|
2022
Q3 | $6.22M | Buy |
|
|||||
|
2022
Q2 | $6.21M | Sell |
|
|||||
|
2022
Q1 | $7.29M | Sell |
|
|||||
|
2021
Q4 | $7.63M | Buy |
|
|||||
|
2021
Q2 | $6.33M | Hold |
|
|||||
|
2021
Q1 | $6.33M | Hold |
|
|||||
|
2020
Q4 | $6.33M | Hold |
|
|||||
|
2020
Q3 | $6.33M | Hold |
|
|||||
|
2020
Q2 | $6.33M | Hold |
|
|||||
|
2020
Q1 | $6.33M | Hold |
|
|||||
|
2019
Q4 | $6.33M | Hold |
|
|||||
|
2019
Q3 | $6.33M | Hold |
|
|||||
|
2019
Q2 | $6.33M | Hold |
|
|||||
|
2019
Q1 | $6.33M | Buy |
|
|||||
|
2018
Q4 | $437K | Hold |
|
|||||
|
2018
Q3 | $466K | Buy |
|