Coppell Advisory Solutions’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-7,634	Closed	-$320K	–	175
2025 Q4	$320K	Sell	7,634 -53	-0.7%	-$2.22K	0.03%	319
2025 Q3	$323K	Sell	7,687 -1,302	-14%	-$54.6K	0.03%	320
2025 Q2	$375K	Buy	+8,989	New	+$370K	0.04%	275
2025 Q1	–	Sell	-5,933	Closed	-$245K	–	1021
2024 Q4	$245K	Buy	5,933 +3,997	+206%	+$167K	0.03%	246
2024 Q3	$81.3K	Buy	1,936 +1,064	+122%	+$44K	0.01%	440
2024 Q2	$35.4K	Buy	+872	New	+$35.5K	0.01%	582
2023 Q4	$42.5K	Buy	1,023 +496	+94%	+$19.7K	0.01%	531
2023 Q3	$20.5K	Sell	527 -90	-15%	-$3.57K	0.01%	491
2023 Q2	$24.3K	Buy	+617	New	+$24.4K	0.01%	521
2023 Q1	–	Sell	-527	Closed	-$20.5K	–	612
2022 Q4	$20.5K	Buy	+527	New	+$20.7K	0.01%	499
2020 Q4	$901K	Buy	+18,491	New	+$889K	0.45%	59

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Coppell Advisory Solutions's HYLS Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2026, closing a stake of 7,634 shares — an estimated $320K sold.

Coppell Advisory Solutions first reported a position in HYLS in Q4 2020 and held it in 11 quarters. The position peaked at $901K in Q4 2020. 221 funds tracked by Wall St. Rank hold HYLS as of Q1 2026.

Coppell Advisory Solutions reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 7,634 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2026, an estimated $320K.
Coppell Advisory Solutions first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2020 and held it in 11 quarters.
Coppell Advisory Solutions's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $901K in Q4 2020.
221 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.