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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-7,320
Closed -$357K 184
2020
Q4
$357K Buy
7,320
+1,025
+16% +$49.3K 0.04% 139
2020
Q3
$297K Buy
+6,295
New +$297K 0.03% 159

Other funds holding HYLS

Connecticut Wealth Management's HYLS Position: Q1 2021 in Review

Connecticut Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2021, closing a stake of 7,320 shares — an estimated $357K sold.

Connecticut Wealth Management first reported a position in HYLS in Q3 2020 and held it in 2 quarters. The position peaked at $357K in Q4 2020. 203 funds tracked by Wall St. Rank hold HYLS as of Q1 2021.

  • Connecticut Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2021 after selling out during the quarter.
  • Connecticut Wealth Management sold 7,320 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2021, an estimated $357K.
  • Connecticut Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2020 and held it in 2 quarters.
  • Connecticut Wealth Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $357K in Q4 2020.
  • 203 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2021.

Based on Connecticut Wealth Management's 13F filing for Q1 2021, filed 29 Apr 2021.