Darwin Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Darwin Wealth Management’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	$3.65M	Buy	89,822 +840	+0.9%	+$34.3K	1%	29
2026 Q1	$3.61M	Buy	88,982 +26,681	+43%	+$1.1M	1.12%	25
2025 Q4	$2.61M	Buy	62,301 +4	+0%	+$167	0.81%	34
2025 Q3	$2.62M	Sell	62,297 -805	-1%	-$33.7K	0.83%	34
2025 Q2	$2.64M	Sell	63,102 -3,049	-5%	-$125K	0.91%	30
2025 Q1	$2.73M	Hold	66,151	–	–	0.92%	33
2024 Q4	$2.73M	Sell	66,151 -14,137	-18%	-$590K	0.92%	33
2024 Q3	$3.37M	Sell	80,288 -4,529	-5%	-$187K	0.92%	33
2024 Q2	$3.45M	Sell	84,817 -5,724	-6%	-$233K	1.71%	20
2024 Q1	$3.73M	Sell	90,541 -3,037	-3%	-$125K	1.04%	28
2023 Q4	$3.89M	Sell	93,578 -8,765	-9%	-$349K	1.04%	26
2023 Q3	$4.01M	Sell	102,343 -203,337	-67%	-$8.06M	1.08%	26
2023 Q2	$12.1M	Sell	305,680 -4,870	-2%	-$193K	3.11%	8
2023 Q1	$12.4M	Sell	310,550 -105,773	-25%	-$4.21M	3.35%	7
2022 Q4	$16.9M	Sell	416,323 -20,446	-5%	-$804K	4.37%	3
2022 Q3	$17M	Sell	436,769 -34,156	-7%	-$1.39M	4.24%	3
2022 Q2	$19.6M	Buy	470,925 +24,901	+6%	+$1.06M	3.97%	5
2022 Q1	$20.4M	Sell	446,024 -13,312	-3%	-$616K	3.35%	6
2021 Q4	$21.8M	Buy	459,336 +605	+0.1%	+$28.9K	3.44%	6
2021 Q3	$22.1M	Sell	458,731 -1,153	-0.3%	-$55.8K	3.53%	8
2021 Q2	$22.3M	Buy	459,884 +100,030	+28%	+$4.86M	3.63%	8
2021 Q1	$17.5M	Buy	359,854 +199,531	+124%	+$9.74M	3.06%	9
2020 Q4	$7.81M	Buy	+160,323	New	+$7.71M	1.47%	16
2020 Q2	–	Sell	-328	Closed	-$13K	–	414
2020 Q1	$13K	Buy	+328	New	+$15.3K	﹤0.01%	423

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

Darwin Wealth Management's HYLS Position: Q2 2026 in Review

Darwin Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 0.94% in Q2 2026, buying an estimated $34.3K and bringing the position to 89,822 shares worth $3.65M. The position accounts for 1% of the portfolio, ranked #29.

Darwin Wealth Management first reported a position in HYLS in Q1 2020 and has held it in 24 quarters since. The position peaked at $22.3M in Q2 2021. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Darwin Wealth Management held 89,822 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $3.65M as of Q2 2026.
Darwin Wealth Management bought 840 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $34.3K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 1% of Darwin Wealth Management's portfolio in Q2 2026, its #29 holding.
Darwin Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2020 and has held it in 24 quarters since.
Darwin Wealth Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $22.3M in Q2 2021.
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 Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.