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

Clearwater Capital 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
2019 Q4	–	Sell	-9,696	Closed	-$468K	–	176
2019 Q3	$468K	Sell	9,696 -2,054	-17%	-$98.9K	0.08%	138
2019 Q2	$565K	Sell	11,750 -5,555	-32%	-$267K	0.1%	134
2019 Q1	$827K	Sell	17,305 -3,899	-18%	-$184K	0.16%	120
2018 Q4	$951K	Sell	21,204 -2,062	-9%	-$96.3K	0.21%	109
2018 Q3	$1.11M	Sell	23,266 -3,564	-13%	-$170K	0.22%	102
2018 Q2	$1.26M	Sell	26,830 -740	-3%	-$35.2K	0.26%	90
2018 Q1	$1.31M	Hold	27,570	–	–	0.27%	90
2017 Q4	$1.34M	Sell	27,570 -475	-2%	-$23.1K	0.29%	84
2017 Q3	$1.38M	Sell	28,045 -11,261	-29%	-$555K	0.32%	81
2017 Q2	$1.94M	Sell	39,306 -2,815	-7%	-$139K	0.49%	59
2017 Q1	$2.06M	Sell	42,121 -3,311	-7%	-$161K	0.56%	53
2016 Q4	$2.2M	Buy	45,432 +1,987	+5%	+$95.8K	0.76%	42
2016 Q3	$2.11M	Hold	43,445	–	–	0.74%	41
2016 Q2	$2.08M	Buy	+43,445	New	+$2.07M	0.77%	40

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

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

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

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

JCM

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

AWMS

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Clearwater Capital Advisors's HYLS Position: Q4 2019 in Review

Clearwater Capital Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q4 2019, closing a stake of 9,696 shares — an estimated $468K sold.

Clearwater Capital Advisors first reported a position in HYLS in Q2 2016 and held it in 14 quarters. The position peaked at $2.2M in Q4 2016. 155 funds tracked by Wall St. Rank hold HYLS as of Q4 2019.

Clearwater Capital Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q4 2019 after selling out during the quarter.
Clearwater Capital Advisors sold 9,696 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q4 2019, an estimated $468K.
Clearwater Capital Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2016 and held it in 14 quarters.
Clearwater Capital Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $2.2M in Q4 2016.
155 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q4 2019.

Based on Clearwater Capital Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.