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

Collaborative Wealth 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	$284K	Sell	6,994 -117	-2%	-$4.78K	0.12%	126
2026 Q1	$288K	Buy	7,111 +5	+0.1%	+$207	0.13%	116
2025 Q4	$297K	Buy	7,106 +9	+0.1%	+$376	0.1%	163
2025 Q3	$298K	Sell	7,097 -689	-9%	-$28.9K	0.12%	148
2025 Q2	$326K	Buy	7,786 +11	+0.1%	+$453	0.14%	129
2025 Q1	$319K	Sell	7,775 -76	-1%	-$3.15K	0.15%	121
2024 Q4	$324K	Hold	7,851	–	–	0.15%	120
2024 Q3	$329K	Sell	7,851 -75	-0.9%	-$3.1K	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%	-$101K	0.18%	108
2023 Q3	$410K	Hold	10,447	–	–	0.24%	94
2023 Q2	$414K	Sell	10,447 -63	-0.6%	-$2.49K	0.25%	94
2023 Q1	$418K	Buy	10,510 +3	+0%	+$119	0.26%	97
2022 Q4	$409K	Buy	10,507 +125	+1%	+$4.92K	0.27%	98
2022 Q3	$398K	Sell	10,382 -1,554	-13%	-$63.2K	0.28%	91
2022 Q2	$467K	Buy	+11,936	New	+$506K	0.31%	93
2021 Q4	$571K	Buy	+11,936	New	+$571K	0.31%	104
2021 Q1	$546K	Buy	+11,936	New	+$583K	0.31%	101

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

Collaborative Wealth Management's HYLS Position: Q2 2026 in Review

Collaborative Wealth Management reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 1.6% in Q2 2026, selling an estimated $4.78K and leaving 6,994 shares worth $284K. The position accounts for 0.12% of the portfolio, ranked #126.

Collaborative Wealth Management first reported a position in HYLS in Q1 2021 and has held it in 19 quarters since. The position peaked at $571K in Q4 2021. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Collaborative Wealth Management held 6,994 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $284K as of Q2 2026.
Collaborative Wealth Management sold 117 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $4.78K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.12% of Collaborative Wealth Management's portfolio in Q2 2026, its #126 holding.
Collaborative Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2021 and has held it in 19 quarters since.
Collaborative Wealth Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $571K in Q4 2021.
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 Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.