Clear Creek Financial Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Clear Creek Financial Management’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	$8.67M	Sell	213,297 -5,225	-2%	-$214K	0.56%	40
2026 Q1	$8.87M	Buy	218,522 +613	+0.3%	+$25.3K	0.68%	30
2025 Q4	$9.12M	Buy	217,909 +10,726	+5%	+$449K	0.74%	29
2025 Q3	$8.71M	Buy	207,183 +20,002	+11%	+$838K	0.75%	26
2025 Q2	$7.83M	Sell	187,181 -24,094	-11%	-$992K	0.74%	21
2025 Q1	$8.67M	Buy	211,275 +15,564	+8%	+$645K	0.9%	21
2024 Q4	$8.09M	Buy	195,711 +7,516	+4%	+$313K	0.87%	30
2024 Q3	$7.9M	Buy	188,195 +7,357	+4%	+$304K	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%	+$3.49M	0.88%	26
2023 Q4	$3.42M	Sell	82,286 -11,550	-12%	-$460K	0.54%	34
2023 Q3	$3.68M	Buy	93,836 +68,708	+273%	+$2.72M	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%	+$3.4M	0.88%	25
2022 Q4	$1.21M	Sell	30,955 -8,383	-21%	-$330K	0.26%	82
2022 Q3	$1.51M	Sell	39,338 -504	-1%	-$20.5K	0.33%	62
2022 Q2	$1.56M	Sell	39,842 -10,105	-20%	-$428K	0.33%	61
2022 Q1	$2.29M	Buy	49,947 +1,741	+4%	+$80.6K	0.36%	75
2021 Q4	$2.31M	Sell	48,206 -11,734	-20%	-$561K	0.35%	71
2021 Q3	$2.89M	Sell	59,940 -10,681	-15%	-$517K	0.46%	60
2021 Q2	$3.43M	Buy	70,621 +51,174	+263%	+$2.49M	0.53%	53
2021 Q1	$944K	Sell	19,447 -97,095	-83%	-$4.74M	1.89%	21
2020 Q4	$5.68M	Buy	+116,542	New	+$5.61M	1.09%	26
2020 Q3	–	Sell	-12,435	Closed	-$569K	–	161
2020 Q2	$569K	Sell	12,435 -365	-3%	-$16.6K	0.15%	107
2020 Q1	$579K	Sell	12,800 -42,315	-77%	-$1.98M	0.22%	64
2019 Q4	$2.69M	Buy	55,115 +37,342	+210%	+$1.8M	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

Other funds holding HYLS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clear Creek Financial Management's HYLS Position: Q2 2026 in Review

Clear Creek Financial Management reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 2.4% in Q2 2026, selling an estimated $214K and leaving 213,297 shares worth $8.67M. The position accounts for 0.56% of the portfolio, ranked #40.

Clear Creek Financial Management first reported a position in HYLS in Q2 2019 and has held it in 28 quarters since. The position peaked at $9.12M in Q4 2025. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Clear Creek Financial Management held 213,297 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $8.67M as of Q2 2026.
Clear Creek Financial Management sold 5,225 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $214K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.56% of Clear Creek Financial Management's portfolio in Q2 2026, its #40 holding.
Clear Creek Financial Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2019 and has held it in 28 quarters since.
Clear Creek Financial Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $9.12M in Q4 2025.
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 Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.