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

Clear Perspective 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
2018 Q1	–	Sell	-198	Closed	-$10K	–	502
2017 Q4	$10K	Sell	198 -23	-10%	-$1.12K	0.01%	337
2017 Q3	$11K	Buy	+221	New	+$10.9K	0.01%	329

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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Clear Perspective Advisors's HYLS Position: Q1 2018 in Review

Clear Perspective Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2018, closing a stake of 198 shares — an estimated $10K sold.

Clear Perspective Advisors first reported a position in HYLS in Q3 2017 and held it in 2 quarters. The position peaked at $11K in Q3 2017. 128 funds tracked by Wall St. Rank hold HYLS as of Q1 2018.

Clear Perspective Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2018 after selling out during the quarter.
Clear Perspective Advisors sold 198 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2018, an estimated $10K.
Clear Perspective Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2017 and held it in 2 quarters.
Clear Perspective Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $11K in Q3 2017.
128 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2018.

Based on Clear Perspective Advisors's 13F filing for Q1 2018, filed 14 May 2018.