DHJJ Financial Advisors’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

DHJJ Financial Advisors’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	$103K	Sell	2,534 -37	-1%	-$1.51K	0.03%	308
2026 Q1	$104K	Buy	2,571 +3	+0.1%	+$124	0.03%	283
2025 Q4	$108K	Buy	2,568 +2	+0.1%	+$84	0.04%	263
2025 Q3	$108K	Sell	2,566 -167	-6%	-$7K	0.04%	248
2025 Q2	$114K	Buy	2,733 +5	+0.2%	+$206	0.04%	231
2025 Q1	$112K	Sell	2,728 -285	-9%	-$11.8K	0.05%	214
2024 Q4	$125K	Sell	3,013 -57	-2%	-$2.38K	0.05%	197
2024 Q3	$129K	Sell	3,070 -1,521	-33%	-$62.9K	0.05%	190
2024 Q2	$187K	Sell	4,591 -226	-5%	-$9.19K	0.08%	149
2024 Q1	$199K	Buy	4,817 +319	+7%	+$13.1K	0.09%	140
2023 Q4	$187K	Sell	4,498 -771	-15%	-$30.7K	0.09%	138
2023 Q3	$207K	Sell	5,269 -22,196	-81%	-$880K	0.11%	129
2023 Q2	$1.09M	Buy	27,465 +1,575	+6%	+$62.3K	0.57%	41
2023 Q1	$1.03M	Buy	25,890 +2,034	+9%	+$81K	0.56%	43
2022 Q4	$939K	Sell	23,856 -4,004	-14%	-$158K	0.54%	44
2022 Q3	$1.09M	Buy	27,860 +971	+4%	+$39.5K	0.64%	37
2022 Q2	$1.07M	Buy	26,889 +3,593	+15%	+$152K	0.6%	38
2022 Q1	$1.08M	Buy	23,296 +1,422	+7%	+$65.8K	0.52%	40
2021 Q4	$1.05M	Buy	21,874 +1,794	+9%	+$85.7K	0.49%	41
2021 Q3	$974K	Buy	20,080 +4,800	+31%	+$232K	0.5%	44
2021 Q2	$741K	Buy	15,280 +2,552	+20%	+$124K	0.39%	51
2021 Q1	$622K	Buy	12,728 +2,024	+19%	+$98.8K	0.36%	54
2020 Q4	$521K	Buy	+10,704	New	+$515K	0.33%	59

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

DHJJ Financial Advisors's HYLS Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 1.4% in Q2 2026, selling an estimated $1.51K and leaving 2,534 shares worth $103K. The position accounts for 0.03% of the portfolio, ranked #308.

DHJJ Financial Advisors first reported a position in HYLS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.09M in Q3 2022. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

DHJJ Financial Advisors held 2,534 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $103K as of Q2 2026.
DHJJ Financial Advisors sold 37 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $1.51K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.03% of DHJJ Financial Advisors's portfolio in Q2 2026, its #308 holding.
DHJJ Financial Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2020 and has held it in 23 quarters since.
DHJJ Financial Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $1.09M in Q3 2022.
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 DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.