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

Cetera 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
2024 Q1	$2.87M	Buy	69,540 +22,761	+49%	+$937K	0.02%	658
2023 Q4	$1.94M	Buy	46,779 +8,406	+22%	+$335K	0.03%	515
2023 Q3	$1.51M	Sell	38,373 -7,626	-17%	-$302K	0.02%	567
2023 Q2	$1.82M	Sell	45,999 -5,926	-11%	-$235K	0.03%	498
2023 Q1	$2.06M	Sell	51,925 -5,228	-9%	-$208K	0.03%	437
2022 Q4	$2.23M	Sell	57,153 -1,812	-3%	-$71.3K	0.04%	410
2022 Q3	$2.26M	Sell	58,965 -38,537	-40%	-$1.57M	0.06%	331
2022 Q2	$3.82M	Buy	97,502 +43,888	+82%	+$1.86M	0.09%	235
2022 Q1	$2.45M	Buy	53,614 +31,382	+141%	+$1.45M	0.05%	363
2021 Q4	$1.06M	Buy	22,232 +4,459	+25%	+$213K	0.02%	577
2021 Q3	$856K	Buy	17,773 +5,485	+45%	+$265K	0.02%	669
2021 Q2	$596K	Buy	12,288 +2,677	+28%	+$130K	0.01%	741
2021 Q1	$468K	Buy	9,611 +163	+2%	+$7.96K	0.01%	769
2020 Q4	$460K	Sell	9,448 -1,395	-13%	-$67.1K	0.01%	667
2020 Q3	$512K	Sell	10,843 -350	-3%	-$16.5K	0.02%	552
2020 Q2	$513K	Buy	+11,193	New	+$508K	0.02%	526
2019 Q2	–	Sell	-2,324	Closed	-$112K	–	1078
2019 Q1	$112K	Buy	+2,324	New	+$110K	0.01%	879
2018 Q2	–	Sell	-13,166	Closed	-$626K	–	882
2018 Q1	$626K	Buy	13,166 +8,687	+194%	+$419K	0.04%	415
2017 Q4	$218K	Buy	+4,479	New	+$218K	0.01%	684

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 $71.6B AUM 21.08% 1-Year Est. Return

PNC

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

Cetera Advisors's HYLS Position: Q1 2024 in Review

Cetera Advisors increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 49% in Q1 2024, buying an estimated $937K and bringing the position to 69,540 shares worth $2.87M. The position accounts for 0.02% of the portfolio, ranked #658.

Cetera Advisors first reported a position in HYLS in Q4 2017 and has held it in 19 quarters since. The position peaked at $3.82M in Q2 2022. 206 funds tracked by Wall St. Rank hold HYLS as of Q1 2024.

Cetera Advisors held 69,540 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $2.87M as of Q1 2024.
Cetera Advisors bought 22,761 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2024, an estimated $937K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #658 holding.
Cetera Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2017 and has held it in 19 quarters since.
Cetera Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $3.82M 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 Advisors's 13F filing for Q1 2024, filed 15 May 2024.