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

DB Wealth Management 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
2022 Q4	–	Sell	-1,356	Closed	-$52K	–	361
2022 Q3	$52K	Hold	1,356	–	–	0.04%	149
2022 Q2	$53K	Hold	1,356	–	–	0.04%	151
2022 Q1	$62K	Hold	1,356	–	–	0.04%	153
2021 Q4	$65K	Buy	1,356 +18	+1%	+$860	0.04%	147
2021 Q3	$64K	Hold	1,338	–	–	0.04%	139
2021 Q2	$65K	Buy	1,338 +382	+40%	+$18.6K	0.04%	140
2021 Q1	$47K	Buy	956 +154	+19%	+$7.52K	0.03%	162
2020 Q4	$39K	Buy	+802	New	+$38.6K	0.03%	165

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

DB Wealth Management Group's HYLS Position: Q4 2022 in Review

DB Wealth Management Group sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q4 2022, closing a stake of 1,356 shares — an estimated $52K sold.

DB Wealth Management Group first reported a position in HYLS in Q4 2020 and held it in 8 quarters. The position peaked at $65K in Q4 2021. 220 funds tracked by Wall St. Rank hold HYLS as of Q4 2022.

DB Wealth Management Group 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.
DB Wealth Management Group sold 1,356 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q4 2022, an estimated $52K.
DB Wealth Management Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2020 and held it in 8 quarters.
DB Wealth Management Group's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $65K in Q4 2021.
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 DB Wealth Management Group's 13F filing for Q4 2022, filed 13 Feb 2023.