CWM
Collaborative Wealth 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 | $326K | Buy |
7,786
+11
| +0.1% | +$460 | 0.14% | 129 |
|
|
2025
Q1 | $319K | Sell |
7,775
-76
| -1% | -$3.12K | 0.15% | 121 |
|
|
2024
Q4 | $324K | Hold |
7,851
| – | – | 0.15% | 120 |
|
|
2024
Q3 | $329K | Sell |
7,851
-75
| -0.9% | -$3.15K | 0.15% | 120 |
|
|
2024
Q2 | $322K | Hold |
7,926
| – | – | 0.16% | 118 |
|
|
2024
Q1 | $327K | Buy |
7,926
+9
| +0.1% | +$371 | 0.16% | 115 |
|
|
2023
Q4 | $329K | Sell |
7,917
-2,530
| -24% | -$105K | 0.18% | 108 |
|
|
2023
Q3 | $410K | Hold |
10,447
| – | – | 0.24% | 94 |
|
|
2023
Q2 | $414K | Sell |
10,447
-63
| -0.6% | -$2.5K | 0.25% | 94 |
|
|
2023
Q1 | $418K | Buy |
10,510
+3
| +0% | +$119 | 0.26% | 97 |
|
|
2022
Q4 | $409K | Buy |
10,507
+125
| +1% | +$4.87K | 0.27% | 98 |
|
|
2022
Q3 | $398K | Sell |
10,382
-1,554
| -13% | -$59.6K | 0.28% | 91 |
|
|
2022
Q2 | $467K | Buy |
+11,936
| New | +$467K | 0.31% | 93 |
|
|
2021
Q4 | $571K | Buy |
+11,936
| New | +$571K | 0.31% | 104 |
|
|
2021
Q1 | $546K | Buy |
+11,936
| New | +$546K | 0.31% | 101 |
|