CIA
Concurrent Investment Advisors’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 | $3.29M | Sell |
78,695
-138,442
| -64% | -$5.79M | 0.06% | 305 |
|
|
2025
Q1 | $8.91M | Buy |
217,137
+8,608
| +4% | +$353K | 0.22% | 102 |
|
|
2024
Q4 | $8.62M | Buy |
208,529
+508
| +0.2% | +$21K | 0.23% | 94 |
|
|
2024
Q3 | $8.73M | Buy |
208,021
+8,112
| +4% | +$340K | 0.26% | 87 |
|
|
2024
Q2 | $8.12M | Buy |
199,909
+77,632
| +63% | +$3.15M | 0.27% | 85 |
|
|
2024
Q1 | $5.04M | Buy |
122,277
+18,650
| +18% | +$769K | 0.2% | 114 |
|
|
2023
Q4 | $4.31M | Buy |
+103,627
| New | +$4.31M | 0.2% | 115 |
|