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

Creative Planning’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
2017 Q3	–	Sell	-91	Closed	-$4K	–	2718
2017 Q2	$4K	Sell	91 -97	-52%	-$4.77K	﹤0.01%	4097
2017 Q1	$9K	Sell	188 -508	-73%	-$24.8K	﹤0.01%	3649
2016 Q4	$34K	Buy	+696	New	+$33.5K	﹤0.01%	2699

Other funds holding HYLS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning's HYLS Position: Q3 2017 in Review

Creative Planning sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2017, closing a stake of 91 shares — an estimated $4K sold.

Creative Planning first reported a position in HYLS in Q4 2016 and held it in 3 quarters. The position peaked at $34K in Q4 2016. 97 funds tracked by Wall St. Rank hold HYLS as of Q3 2017.

Creative Planning reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 91 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2017, an estimated $4K.
Creative Planning first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2016 and held it in 3 quarters.
Creative Planning's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $34K in Q4 2016.
97 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.