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

Colonial Trust 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
2024 Q2	–	Sell	-14	Closed	-$577	–	887
2024 Q1	$577	Buy	+14	New	+$576	﹤0.01%	900

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PNC

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Colonial Trust Advisors's HYLS Position: Q2 2024 in Review

Colonial Trust Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2024, closing a stake of 14 shares — an estimated $577 sold.

Colonial Trust Advisors first reported a position in HYLS in Q1 2024 and held it in 1 quarter. The position peaked at $577 in Q1 2024. 211 funds tracked by Wall St. Rank hold HYLS as of Q2 2024.

Colonial Trust Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2024 after selling out during the quarter.
Colonial Trust Advisors sold 14 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2024, an estimated $577.
Colonial Trust Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2024 and held it in 1 quarter.
Colonial Trust Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $577 in Q1 2024.
211 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.