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DFA
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
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
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
P
&Partners
Nashville, Tennessee
$20.2B AUM
19.79%
1-Year Est. Return
KFP
KMG Fiduciary Partners
Toledo, Ohio
$1.08B AUM
31.69%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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