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

Clearview 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 Q3	–	Sell	-163	Closed	-$6.46K	–	343
2023 Q2	$6.46K	Buy	163 +3	+2%	+$119	0.01%	400
2023 Q1	$6.39K	Buy	160 +1	+0.6%	+$40	0.01%	408
2022 Q4	$6.2K	Sell	159 -13	-8%	-$511	﹤0.01%	377
2022 Q3	$7K	Buy	172 +3	+2%	+$122	0.01%	378
2022 Q2	$7K	Sell	169 -537	-76%	-$22.8K	0.01%	400
2022 Q1	$32K	Buy	706 +3	+0.4%	+$139	0.02%	243
2021 Q4	$34K	Buy	703 +4	+0.6%	+$191	0.02%	265
2021 Q3	$34K	Buy	699 +10	+1%	+$484	0.02%	274
2021 Q2	$33K	Buy	689 +9	+1%	+$438	0.02%	286
2021 Q1	$33K	Buy	680 +9	+1%	+$439	0.02%	272
2020 Q4	$33K	Buy	+671	New	+$32.3K	0.02%	240

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

CAG

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

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

Clearview Wealth Advisors's HYLS Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2023, closing a stake of 163 shares — an estimated $6.46K sold.

Clearview Wealth Advisors first reported a position in HYLS in Q4 2020 and held it in 11 quarters. The position peaked at $34K in Q4 2021. 198 funds tracked by Wall St. Rank hold HYLS as of Q3 2023.

Clearview Wealth Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 163 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2023, an estimated $6.46K.
Clearview Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $34K in Q4 2021.
198 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.