Chicago Partners Investment Group’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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.7M | Buy |
40,845
+1,456
| +4% | +$60.7K | 0.05% | 285 |
|
2025
Q1 | $1.62M | Buy |
39,389
+1,109
| +3% | +$45.6K | 0.05% | 270 |
|
2024
Q4 | $1.58M | Sell |
38,280
-5,170
| -12% | -$214K | 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% | +$183K | 0.06% | 236 |
|
2024
Q1 | $1.47M | Buy |
36,299
+3,062
| +9% | +$124K | 0.06% | 249 |
|
2023
Q4 | $1.36M | Buy |
33,237
+8,648
| +35% | +$354K | 0.06% | 256 |
|
2023
Q3 | $947K | Buy |
24,589
+8,886
| +57% | +$342K | 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% | +$54.8K | 0.04% | 344 |
|
2022
Q4 | $564K | Buy |
13,836
+4,901
| +55% | +$200K | 0.03% | 349 |
|
2022
Q3 | $348K | Buy |
8,935
+771
| +9% | +$30K | 0.02% | 411 |
|
2022
Q2 | $340K | Sell |
8,164
-2,314
| -22% | -$96.4K | 0.02% | 412 |
|
2022
Q1 | $431K | Buy |
10,478
+471
| +5% | +$19.4K | 0.03% | 348 |
|
2021
Q4 | $459K | Buy |
10,007
+333
| +3% | +$15.3K | 0.03% | 359 |
|
2021
Q3 | $463K | Buy |
9,674
+448
| +5% | +$21.4K | 0.03% | 351 |
|
2021
Q2 | $446K | Buy |
9,226
+949
| +11% | +$45.9K | 0.03% | 339 |
|
2021
Q1 | $402K | Sell |
8,277
-396
| -5% | -$19.2K | 0.03% | 339 |
|
2020
Q4 | $424K | Buy |
8,673
+1,680
| +24% | +$82.1K | 0.04% | 310 |
|
2020
Q3 | $332K | Buy |
6,993
+652
| +10% | +$31K | 0.04% | 304 |
|
2020
Q2 | $299K | Buy |
6,341
+1,027
| +19% | +$48.4K | 0.04% | 288 |
|
2020
Q1 | $243K | Buy |
5,314
+143
| +3% | +$6.54K | 0.04% | 291 |
|
2019
Q4 | $253K | Buy |
+5,171
| New | +$253K | 0.03% | 307 |
|
2018
Q4 | – | Sell |
-70
| Closed | -$3K | – | 593 |
|
2018
Q3 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 972 |
|