CCFM
Clear Creek Financial Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.83M | Sell |
187,181
-24,094
| -11% | -$1.01M | 0.74% | 21 |
|
|
2025
Q1 | $8.67M | Buy |
211,275
+15,564
| +8% | +$639K | 0.9% | 21 |
|
|
2024
Q4 | $8.09M | Buy |
195,711
+7,516
| +4% | +$311K | 0.87% | 30 |
|
|
2024
Q3 | $7.9M | Buy |
188,195
+7,357
| +4% | +$309K | 0.89% | 27 |
|
|
2024
Q2 | $7.35M | Buy |
180,838
+13,688
| +8% | +$556K | 0.89% | 25 |
|
|
2024
Q1 | $6.89M | Buy |
167,150
+84,864
| +103% | +$3.5M | 0.88% | 26 |
|
|
2023
Q4 | $3.42M | Sell |
82,286
-11,550
| -12% | -$480K | 0.54% | 34 |
|
|
2023
Q3 | $3.68M | Buy |
93,836
+68,708
| +273% | +$2.7M | 0.65% | 28 |
|
|
2023
Q2 | $996K | Sell |
25,128
-91,144
| -78% | -$3.61M | 0.17% | 104 |
|
|
2023
Q1 | $4.62M | Buy |
116,272
+85,317
| +276% | +$3.39M | 0.88% | 25 |
|
|
2022
Q4 | $1.21M | Sell |
30,955
-8,383
| -21% | -$326K | 0.26% | 82 |
|
|
2022
Q3 | $1.51M | Sell |
39,338
-504
| -1% | -$19.3K | 0.33% | 62 |
|
|
2022
Q2 | $1.56M | Sell |
39,842
-10,105
| -20% | -$396K | 0.33% | 61 |
|
|
2022
Q1 | $2.29M | Buy |
49,947
+1,741
| +4% | +$79.7K | 0.36% | 75 |
|
|
2021
Q4 | $2.31M | Sell |
48,206
-11,734
| -20% | -$562K | 0.35% | 71 |
|
|
2021
Q3 | $2.89M | Sell |
59,940
-10,681
| -15% | -$515K | 0.46% | 60 |
|
|
2021
Q2 | $3.43M | Buy |
70,621
+51,174
| +263% | +$2.48M | 0.53% | 53 |
|
|
2021
Q1 | $944K | Sell |
19,447
-97,095
| -83% | -$4.71M | 1.89% | 21 |
|
|
2020
Q4 | $5.68M | Buy |
+116,542
| New | +$5.68M | 1.09% | 26 |
|
|
2020
Q3 | – | Sell |
-12,435
| Closed | -$569K | – | 161 |
|
|
2020
Q2 | $569K | Sell |
12,435
-365
| -3% | -$16.7K | 0.15% | 107 |
|
|
2020
Q1 | $579K | Sell |
12,800
-42,315
| -77% | -$1.91M | 0.22% | 64 |
|
|
2019
Q4 | $2.69M | Buy |
55,115
+37,342
| +210% | +$1.83M | 1.06% | 20 |
|
|
2019
Q3 | $855K | Sell |
17,773
-4,947
| -22% | -$238K | 0.41% | 36 |
|
|
2019
Q2 | $1.09M | Buy |
+22,720
| New | +$1.09M | 0.47% | 36 |
|