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Chicago Partners Investment Group’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Chicago Partners Investment Group’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
Q2 		$2.35M Buy
57,967
+5,494
+10% +$225K 0.05% 314
2026
Q1 		$2.15M Buy
52,473
+3,589
+7% +$148K 0.05% 306
2025
Q4 		$2.04M Buy
48,884
+1,130
+2% +$47.3K 0.05% 286
2025
Q3 		$2.01M Buy
47,754
+6,909
+17% +$290K 0.05% 274
2025
Q2 		$1.7M Buy
40,845
+1,456
+4% +$59.9K 0.05% 285
2025
Q1 		$1.62M Buy
39,389
+1,109
+3% +$46K 0.05% 270
2024
Q4 		$1.58M Sell
38,280
-5,170
-12% -$216K 0.05% 262
2024
Q3 		$1.8M Buy
43,450
+2,685
+7% +$111K 0.06% 234
2024
Q2 		$1.67M Buy
40,765
+4,466
+12% +$182K 0.06% 236
2024
Q1 		$1.47M Buy
36,299
+3,062
+9% +$126K 0.06% 249
2023
Q4 		$1.36M Buy
33,237
+8,648
+35% +$344K 0.06% 256
2023
Q3 		$947K Buy
24,589
+8,886
+57% +$352K 0.05% 293
2023
Q2 		$621K Buy
15,703
+488
+3% +$19.3K 0.03% 367
2023
Q1 		$605K Buy
15,215
+1,379
+10% +$54.9K 0.04% 344
2022
Q4 		$564K Buy
13,836
+4,901
+55% +$193K 0.03% 349
2022
Q3 		$348K Buy
8,935
+771
+9% +$31.4K 0.02% 411
2022
Q2 		$340K Sell
8,164
-2,314
-22% -$98.1K 0.02% 412
2022
Q1 		$431K Buy
10,478
+471
+5% +$21.8K 0.03% 348
2021
Q4 		$459K Buy
10,007
+333
+3% +$15.9K 0.03% 359
2021
Q3 		$463K Buy
9,674
+448
+5% +$21.7K 0.03% 351
2021
Q2 		$446K Buy
9,226
+949
+11% +$46.1K 0.03% 339
2021
Q1 		$402K Sell
8,277
-396
-5% -$19.3K 0.03% 339
2020
Q4 		$424K Buy
8,673
+1,680
+24% +$80.8K 0.04% 310
2020
Q3 		$332K Buy
6,993
+652
+10% +$30.8K 0.04% 304
2020
Q2 		$299K Buy
6,341
+1,027
+19% +$46.6K 0.04% 288
2020
Q1 		$243K Buy
5,314
+143
+3% +$6.69K 0.04% 291
2019
Q4 		$253K Buy
+5,171
New +$250K 0.03% 307
2018
Q4 		– Sell
-70
Closed -$3K – 593
2018
Q3 		$3K Buy
+70
New +$3.34K ﹤0.01% 971

Other funds holding HYLS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Chicago Partners Investment Group's HYLS Position: Q2 2026 in Review

Chicago Partners Investment Group increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 10% in Q2 2026, buying an estimated $225K and bringing the position to 57,967 shares worth $2.35M. The position accounts for 0.05% of the portfolio, ranked #314.

Chicago Partners Investment Group first reported a position in HYLS in Q3 2018 and has held it in 28 quarters since. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

  • Chicago Partners Investment Group held 57,967 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $2.35M as of Q2 2026.
  • Chicago Partners Investment Group bought 5,494 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $225K.
  • First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.05% of Chicago Partners Investment Group's portfolio in Q2 2026, its #314 holding.
  • Chicago Partners Investment Group 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 28 quarters since.
  • 215 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.