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

Clarus Wealth 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
2023 Q2	–	Sell	-8,920	Closed	-$354K	–	133
2023 Q1	$354K	Buy	8,920 +267	+3%	+$10.6K	0.22%	91
2022 Q4	$347K	Buy	8,653 +968	+13%	+$38.1K	0.23%	90
2022 Q3	$299K	Buy	7,685 +58	+0.8%	+$2.36K	0.21%	86
2022 Q2	$304K	Buy	7,627 +254	+3%	+$10.8K	0.21%	80
2022 Q1	$329K	Buy	7,373 +766	+12%	+$35.5K	0.2%	77
2021 Q4	$315K	Sell	6,607 -451	-6%	-$21.6K	0.18%	80
2021 Q3	$339K	Sell	7,058 -18	-0.3%	-$870	0.21%	75
2021 Q2	$344K	Buy	7,076 +1,117	+19%	+$54.3K	0.22%	77
2021 Q1	$291K	Buy	5,959 +1,480	+33%	+$72.3K	0.18%	102
2020 Q4	$219K	Sell	4,479 -10	-0.2%	-$481	0.15%	122
2020 Q3	$212K	Sell	4,489 -1,009	-18%	-$47.7K	0.16%	114
2020 Q2	$255K	Sell	5,498 -164	-3%	-$7.45K	0.21%	100
2020 Q1	$237K	Buy	+5,662	New	+$265K	0.24%	100
2019 Q2	–	Sell	-1,240	Closed	-$59K	–	651
2019 Q1	$59K	Sell	1,240 -350	-22%	-$16.5K	0.04%	264
2018 Q4	$71K	Sell	1,590 -700	-31%	-$32.7K	0.11%	213
2018 Q3	$109K	Sell	2,290 -705	-24%	-$33.6K	0.07%	200
2018 Q2	$143K	Buy	+2,995	New	+$143K	0.11%	156

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Clarus Wealth Advisors's HYLS Position: Q2 2023 in Review

Clarus Wealth Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2023, closing a stake of 8,920 shares — an estimated $354K sold.

Clarus Wealth Advisors first reported a position in HYLS in Q2 2018 and held it in 17 quarters. The position peaked at $354K in Q1 2023. 211 funds tracked by Wall St. Rank hold HYLS as of Q2 2023.

Clarus Wealth Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2023 after selling out during the quarter.
Clarus Wealth Advisors sold 8,920 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2023, an estimated $354K.
Clarus Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2018 and held it in 17 quarters.
Clarus Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $354K in Q1 2023.
211 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2023.

Based on Clarus Wealth Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.