CAS
Coppell Advisory Solutions’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 | $375K | Buy |
+8,989
| New | +$375K | 0.04% | 275 |
|
|
2025
Q1 | – | Sell |
-5,933
| Closed | -$245K | – | 1021 |
|
|
2024
Q4 | $245K | Buy |
5,933
+3,997
| +206% | +$165K | 0.03% | 246 |
|
|
2024
Q3 | $81.3K | Buy |
1,936
+1,064
| +122% | +$44.7K | 0.01% | 440 |
|
|
2024
Q2 | $35.4K | Buy |
+872
| New | +$35.4K | 0.01% | 582 |
|
|
2023
Q4 | $42.5K | Buy |
1,023
+496
| +94% | +$20.6K | 0.01% | 531 |
|
|
2023
Q3 | $20.5K | Sell |
527
-90
| -15% | -$3.51K | 0.01% | 491 |
|
|
2023
Q2 | $24.3K | Buy |
+617
| New | +$24.3K | 0.01% | 521 |
|
|
2023
Q1 | – | Sell |
-527
| Closed | -$20.5K | – | 612 |
|
|
2022
Q4 | $20.5K | Buy |
+527
| New | +$20.5K | 0.01% | 499 |
|
|
2020
Q4 | $901K | Buy |
+18,491
| New | +$901K | 0.45% | 59 |
|