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

Cottonwood Capital 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	$1.04M	Sell	25,531 -11	-0%	-$450	0.63%	34
2026 Q1	$1.04M	Sell	25,542 -306	-1%	-$12.6K	0.73%	32
2025 Q4	$1.08M	Buy	25,848 +1	+0%	+$42	0.77%	30
2025 Q3	$1.09M	Buy	25,847 +536	+2%	+$22.5K	0.79%	27
2025 Q2	$1.06M	Sell	25,311 -9	-0%	-$370	0.71%	34
2025 Q1	$1.04M	Sell	25,320 -3	-0%	-$124	0.76%	34
2024 Q4	$1.05M	Sell	25,323 -3	-0%	-$125	0.75%	32
2024 Q3	$1.06M	Sell	25,326 -6,034	-19%	-$250K	0.78%	31
2024 Q2	$1.28M	Sell	31,360 -221	-0.7%	-$8.98K	1%	28
2024 Q1	$1.28M	Sell	31,581 -264	-0.8%	-$10.9K	1.01%	27
2023 Q4	$1.32M	Sell	31,845 -2,198	-6%	-$87.5K	1.09%	25
2023 Q3	$1.34M	Sell	34,043 -1,683	-5%	-$66.7K	1.25%	23
2023 Q2	$1.42M	Sell	35,726 -149	-0.4%	-$5.9K	1.3%	23
2023 Q1	$1.43M	Sell	35,875 -92,236	-72%	-$3.67M	1.31%	23
2022 Q4	$4.99M	Sell	128,111 -3,461	-3%	-$136K	4.46%	4
2022 Q3	$5.04M	Sell	131,572 -2,235	-2%	-$90.9K	4.8%	4
2022 Q2	$5.24M	Buy	133,807 +9,788	+8%	+$415K	4.74%	4
2022 Q1	$5.67M	Buy	124,019 +9,559	+8%	+$442K	4.49%	4
2021 Q4	$5.48M	Buy	+114,460	New	+$5.47M	4.23%	4

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

Cottonwood Capital Advisors's HYLS Position: Q2 2026 in Review

Cottonwood Capital Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 0.04% in Q2 2026, selling an estimated $450 and leaving 25,531 shares worth $1.04M. The position accounts for 0.63% of the portfolio, ranked #34.

Cottonwood Capital Advisors first reported a position in HYLS in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.67M in Q1 2022. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Cottonwood Capital Advisors held 25,531 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $1.04M as of Q2 2026.
Cottonwood Capital Advisors sold 11 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $450.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.63% of Cottonwood Capital Advisors's portfolio in Q2 2026, its #34 holding.
Cottonwood Capital Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2021 and has held it in 19 quarters since.
Cottonwood Capital Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $5.67M in Q1 2022.
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 Cottonwood Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.