Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$2.86M Buy
70,579
+16,478
+30% +$681K 0.01% 1048
2025
Q4 		$2.27M Sell
54,101
-1,771
-3% -$74.1K 0.01% 1098
2025
Q3 		$2.35M Buy
55,872
+25,361
+83% +$1.06M 0.01% 1023
2025
Q2 		$1.28M Sell
30,511
-31,444
-51% -$1.29M ﹤0.01% 1140
2025
Q1 		$2.54M Sell
61,955
-4,759
-7% -$197K 0.01% 754
2024
Q4 		$2.76M Sell
66,714
-124
-0.2% -$5.17K 0.01% 665
2024
Q3 		$2.81M Sell
66,838
-743
-1% -$30.7K 0.01% 595
2024
Q2 		$2.75M Buy
67,581
+3,910
+6% +$159K 0.01% 560
2024
Q1 		$2.63M Sell
63,671
-14,990
-19% -$617K 0.01% 554
2023
Q4 		$3.27M Sell
78,661
-22,815
-22% -$908K 0.02% 478
2023
Q3 		$3.98M Sell
101,476
-12,921
-11% -$512K 0.02% 406
2023
Q2 		$4.53M Sell
114,397
-19,132
-14% -$757K 0.03% 358
2023
Q1 		$5.31M Sell
133,529
-3,652
-3% -$145K 0.04% 313
2022
Q4 		$5.34M Sell
137,181
-25,044
-15% -$985K 0.04% 296
2022
Q3 		$6.22M Buy
162,225
+3,675
+2% +$149K 0.05% 254
2022
Q2 		$6.21M Sell
158,550
-696
-0.4% -$29.5K 0.05% 260
2022
Q1 		$7.29M Sell
159,246
-222
-0.1% -$10.3K 0.05% 251
2021
Q4 		$7.63M Buy
+159,468
New +$7.62M 0.05% 252
2021
Q2 		$6.33M Hold
130,548
– – 0.05% 256
2021
Q1 		$6.33M Hold
130,548
– – 0.05% 256
2020
Q4 		$6.33M Hold
130,548
– – 0.05% 256
2020
Q3 		$6.33M Hold
130,548
– – 0.05% 256
2020
Q2 		$6.33M Hold
130,548
– – 0.05% 256
2020
Q1 		$6.33M Hold
130,548
– – 0.05% 256
2019
Q4 		$6.33M Hold
130,548
– – 0.05% 256
2019
Q3 		$6.33M Hold
130,548
– – 0.05% 256
2019
Q2 		$6.33M Hold
130,548
– – 0.05% 256
2019
Q1 		$6.33M Buy
130,548
+120,798
+1,239% +$5.7M 0.05% 256
2018
Q4 		$437K Hold
9,750
– – 0.01% 473
2018
Q3 		$466K Buy
+9,750
New +$465K 0.01% 397

Other funds holding HYLS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HYLS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 30% in Q1 2026, buying an estimated $681K and bringing the position to 70,579 shares worth $2.86M. The position accounts for 0.01% of the portfolio, ranked #1048.

Carson Wealth (CWM LLC) first reported a position in HYLS in Q3 2018 and has held it in 30 quarters since. The position peaked at $7.63M in Q4 2021. 219 funds tracked by Wall St. Rank hold HYLS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 70,579 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $2.86M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 16,478 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2026, an estimated $681K.
  • First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1048 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $7.63M in Q4 2021.
  • 219 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.