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COMPASS FINANCIAL MANAGEMENT LLC’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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
Q2 		$128K Buy
+3,141
New +$128K 0.02% 511

Other funds holding HYLS

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's HYLS Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2026: 3,141 shares worth $128K. The stake represents 0.02% of the portfolio and ranks #511 among its holdings.

175 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 3,141 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $128K as of Q2 2026.
  • First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #511 holding.
  • 175 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 COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.