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

CX Institutional’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 Q3	$1K	Hold	18	–	–	﹤0.01%	1625
2026 Q2	$1K	Hold	18	–	–	﹤0.01%	1527
2026 Q1	$1K	Buy	+18	New	+$744	﹤0.01%	1508

Other funds holding HYLS

KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

BAWM

Bennett Associates Wealth Management Butler, Pennsylvania $165M AUM 14% 1-Year Est. Return

CX Institutional's HYLS Position: Q3 2026 in Review

CX Institutional held its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) position steady in Q3 2026 at 18 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

CX Institutional first reported a position in HYLS in Q1 2026 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold HYLS as of Q3 2026.

CX Institutional held 18 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $1K as of Q3 2026.
CX Institutional left its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF share count unchanged in Q3 2026.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1625 holding.
CX Institutional first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2026 and has held it in 3 quarters since.
57 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.