Crumly & Associates’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Crumly & Associates’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
2022 Q4	–	Sell	-41,200	Closed	-$1.58M	–	108
2022 Q3	$1.58M	Buy	41,200 +2,445	+6%	+$99.4K	0.65%	30
2022 Q2	$1.52M	Buy	38,755 +4,520	+13%	+$192K	0.63%	32
2022 Q1	$1.57M	Buy	34,235 +602	+2%	+$27.9K	0.59%	33
2021 Q4	$1.57M	Buy	33,633 +4,648	+16%	+$222K	0.62%	36
2021 Q3	$1.4M	Buy	28,985 +7,575	+35%	+$366K	0.65%	35
2021 Q2	$1.04M	Buy	+21,410	New	+$1.04M	0.5%	35
2020 Q4	–	Sell	-72,936	Closed	-$3.44M	–	84
2020 Q3	$3.44M	Buy	72,936 +38,671	+113%	+$1.83M	2.94%	12
2020 Q2	$1.57M	Buy	34,265 +12,214	+55%	+$555K	1.47%	14
2020 Q1	$926K	Buy	+22,051	New	+$1.03M	1.14%	18

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Crumly & Associates's HYLS Position: Q4 2022 in Review

Crumly & Associates sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q4 2022, closing a stake of 41,200 shares — an estimated $1.58M sold.

Crumly & Associates first reported a position in HYLS in Q1 2020 and held it in 9 quarters. The position peaked at $3.44M in Q3 2020. 220 funds tracked by Wall St. Rank hold HYLS as of Q4 2022.

Crumly & Associates reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q4 2022 after selling out during the quarter.
Crumly & Associates sold 41,200 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q4 2022, an estimated $1.58M.
Crumly & Associates first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2020 and held it in 9 quarters.
Crumly & Associates's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $3.44M in Q3 2020.
220 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q4 2022.

Based on Crumly & Associates's 13F filing for Q4 2022, filed 3 Mar 2023.