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

Cypress Capital Group’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
2024 Q1	–	Sell	-6,454	Closed	-$268K	–	301
2023 Q4	$268K	Sell	6,454 -2,665	-29%	-$106K	0.03%	259
2023 Q3	$358K	Sell	9,119 -1,177	-11%	-$46.7K	0.05%	240
2023 Q2	$408K	Sell	10,296 -23,552	-70%	-$932K	0.06%	234
2023 Q1	$1.35M	Sell	33,848 -2,413	-7%	-$96.1K	0.21%	112
2022 Q4	$1.41M	Sell	36,261 -4,580	-11%	-$180K	0.21%	103
2022 Q3	$1.56M	Sell	40,841 -4,700	-10%	-$191K	0.26%	91
2022 Q2	$1.78M	Sell	45,541 -21,976	-33%	-$931K	0.27%	87
2022 Q1	$3.09M	Buy	67,517 +9,036	+15%	+$418K	0.38%	76
2021 Q4	$2.8M	Sell	58,481 -271	-0.5%	-$13K	0.35%	78
2021 Q3	$2.83M	Buy	58,752 +12,090	+26%	+$585K	0.39%	73
2021 Q2	$2.26M	Buy	46,662 +29,562	+173%	+$1.44M	0.31%	83
2021 Q1	$832K	Buy	+17,100	New	+$835K	0.12%	166

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PNC

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

Cypress Capital Group's HYLS Position: Q1 2024 in Review

Cypress Capital Group sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2024, closing a stake of 6,454 shares — an estimated $268K sold.

Cypress Capital Group first reported a position in HYLS in Q1 2021 and held it in 12 quarters. The position peaked at $3.09M in Q1 2022. 206 funds tracked by Wall St. Rank hold HYLS as of Q1 2024.

Cypress Capital Group reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2024 after selling out during the quarter.
Cypress Capital Group sold 6,454 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2024, an estimated $268K.
Cypress Capital Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2021 and held it in 12 quarters.
Cypress Capital Group's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $3.09M in Q1 2022.
206 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2024.

Based on Cypress Capital Group's 13F filing for Q1 2024, filed 8 May 2024.