Cetera Advisor Networks’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$4.29M	Buy	104,014 +16,543	+19%	+$681K	0.02%	688
2023 Q4	$3.64M	Sell	87,471 -6,592	-7%	-$262K	0.02%	717
2023 Q3	$3.69M	Buy	94,063 +23,935	+34%	+$949K	0.02%	649
2023 Q2	$2.78M	Sell	70,128 -2,359	-3%	-$93.4K	0.02%	734
2023 Q1	$2.88M	Buy	72,487 +14,970	+26%	+$596K	0.02%	707
2022 Q4	$2.24M	Sell	57,517 -58,485	-50%	-$2.3M	0.02%	757
2022 Q3	$4.45M	Sell	116,002 -122	-0.1%	-$4.96K	0.06%	353
2022 Q2	$4.55M	Buy	116,124 +32,215	+38%	+$1.37M	0.06%	339
2022 Q1	$3.84M	Buy	83,909 +22,351	+36%	+$1.03M	0.05%	394
2021 Q4	$2.95M	Sell	61,558 -19,570	-24%	-$935K	0.04%	464
2021 Q3	$3.91M	Buy	81,128 +1,271	+2%	+$61.5K	0.05%	338
2021 Q2	$3.87M	Buy	79,857 +15,932	+25%	+$775K	0.05%	331
2021 Q1	$3.11M	Buy	63,925 +33,142	+108%	+$1.62M	0.07%	270
2020 Q4	$1.5M	Buy	30,783 +2,162	+8%	+$104K	0.03%	393
2020 Q3	$1.35M	Buy	28,621 +3,697	+15%	+$175K	0.04%	389
2020 Q2	$1.14M	Buy	24,924 +17,182	+222%	+$780K	0.03%	434
2020 Q1	$325K	Sell	7,742 -13,568	-64%	-$635K	0.01%	776
2019 Q4	$1.04M	Buy	21,310 +1,260	+6%	+$60.9K	0.03%	483
2019 Q3	$969K	Buy	20,050 +13,882	+225%	+$669K	0.03%	474
2019 Q2	$297K	Sell	6,168 -2,339	-27%	-$112K	0.01%	913
2019 Q1	$407K	Buy	8,507 +866	+11%	+$40.9K	0.01%	739
2018 Q4	$343K	Buy	+7,641	New	+$357K	0.01%	707
2018 Q3	–	Sell	-4,280	Closed	-$201K	–	1138
2018 Q2	$201K	Sell	4,280 -1,099	-20%	-$52.3K	0.01%	785
2018 Q1	$256K	Sell	5,379 -235	-4%	-$11.3K	0.01%	727
2017 Q4	$273K	Buy	5,614 +1,338	+31%	+$65.2K	0.01%	773
2017 Q3	$212K	Buy	+4,276	New	+$211K	0.01%	829
2017 Q2	–	Sell	-36,117	Closed	-$1.77M	–	937
2017 Q1	$1.77M	Buy	36,117 +7,149	+25%	+$348K	0.08%	216
2016 Q4	$1.4M	Buy	28,968 +8,441	+41%	+$407K	0.07%	240
2016 Q3	$998K	Buy	20,527 +7,295	+55%	+$354K	0.04%	379
2016 Q2	$635K	Buy	13,232 +3,023	+30%	+$144K	0.04%	382
2016 Q1	$484K	Sell	10,209 -4,309	-30%	-$201K	0.03%	443
2015 Q4	$680K	Buy	14,518 +10,093	+228%	+$484K	0.04%	353
2015 Q3	$213K	Buy	+4,425	New	+$220K	0.01%	704

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

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

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

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

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC

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

Cetera Advisor Networks's HYLS Position: Q1 2024 in Review

Cetera Advisor Networks increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 19% in Q1 2024, buying an estimated $681K and bringing the position to 104,014 shares worth $4.29M. The position accounts for 0.02% of the portfolio, ranked #688.

Cetera Advisor Networks first reported a position in HYLS in Q3 2015 and has held it in 33 quarters since. The position peaked at $4.55M in Q2 2022. 206 funds tracked by Wall St. Rank hold HYLS as of Q1 2024.

Cetera Advisor Networks held 104,014 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $4.29M as of Q1 2024.
Cetera Advisor Networks bought 16,543 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2024, an estimated $681K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.02% of Cetera Advisor Networks's portfolio in Q1 2024, its #688 holding.
Cetera Advisor Networks first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2015 and has held it in 33 quarters since.
Cetera Advisor Networks's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $4.55M in Q2 2022.
206 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.