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

Concurrent Investment 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
2026 Q2	$3.23M	Buy	79,536 +6,399	+9%	+$262K	0.03%	565
2026 Q1	$2.97M	Sell	73,137 -14,640	-17%	-$605K	0.03%	489
2025 Q4	$3.67M	Buy	87,777 +10,512	+14%	+$440K	0.04%	405
2025 Q3	$3.25M	Sell	77,265 -1,430	-2%	-$59.9K	0.06%	332
2025 Q2	$3.29M	Sell	78,695 -138,442	-64%	-$5.7M	0.06%	307
2025 Q1	$8.91M	Buy	217,137 +8,608	+4%	+$357K	0.22%	102
2024 Q4	$8.62M	Buy	208,529 +508	+0.2%	+$21.2K	0.23%	95
2024 Q3	$8.73M	Buy	208,021 +8,112	+4%	+$336K	0.26%	87
2024 Q2	$8.12M	Buy	199,909 +77,632	+63%	+$3.16M	0.27%	85
2024 Q1	$5.04M	Buy	122,277 +18,650	+18%	+$768K	0.2%	115
2023 Q4	$4.31M	Buy	+103,627	New	+$4.12M	0.2%	115

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

Concurrent Investment Advisors's HYLS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 8.7% in Q2 2026, buying an estimated $262K and bringing the position to 79,536 shares worth $3.23M. The position accounts for 0.03% of the portfolio, ranked #565.

Concurrent Investment Advisors first reported a position in HYLS in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.91M in Q1 2025. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Concurrent Investment Advisors held 79,536 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $3.23M as of Q2 2026.
Concurrent Investment Advisors bought 6,399 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $262K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #565 holding.
Concurrent Investment Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $8.91M in Q1 2025.
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 Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.