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

CoreCap 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 		$2.44K Hold
60
– – ﹤0.01% 2490
2026
Q1 		$2.43K Hold
60
– – ﹤0.01% 2364
2025
Q4 		$2.51K Sell
60
-175
-74% -$7.32K ﹤0.01% 2414
2025
Q3 		$9.88K Hold
235
– – ﹤0.01% 1935
2025
Q2 		$9.82K Sell
235
-179
-43% -$7.37K ﹤0.01% 1880
2025
Q1 		$17K Sell
414
-26,029
-98% -$1.08M ﹤0.01% 1612
2024
Q4 		$1.09M Buy
26,443
+26,383
+43,972% +$1.1M 0.05% 319
2024
Q3 		$2.52K Sell
60
-3,702
-98% -$153K ﹤0.01% 2141
2024
Q2 		$153K Sell
3,762
-30,910
-89% -$1.26M 0.02% 411
2024
Q1 		$1.43M Buy
34,672
+2,955
+9% +$122K 0.08% 241
2023
Q4 		$1.32M Buy
31,717
+450
+1% +$17.9K 0.09% 217
2023
Q3 		$1.23M Buy
31,267
+4,853
+18% +$192K 0.09% 207
2023
Q2 		$1.05M Buy
+26,414
New +$1.05M 0.07% 241
2022
Q4 		$506K Sell
12,998
-9,904
-43% -$390K 0.04% 348
2022
Q3 		$878K Buy
22,902
+13,855
+153% +$563K 0.07% 229
2022
Q2 		$354K Buy
9,047
+3,760
+71% +$159K 0.03% 394
2022
Q1 		$242K Buy
5,287
+1,860
+54% +$86.1K 0.02% 458
2021
Q4 		$164K Buy
+3,427
New +$164K 0.01% 581

Other funds holding HYLS

KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return