Diversified Enterprises’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Diversified Enterprises’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 Q3	$234K	Buy	5,957 +31	+0.5%	+$1.26K	0.01%	401
2026 Q2	$241K	Buy	5,926 +50	+0.9%	+$2.04K	0.01%	373
2026 Q1	$238K	Sell	5,876 -63	-1%	-$2.6K	0.01%	368
2025 Q4	$249K	Sell	5,939 -10	-0.2%	-$418	0.01%	332
2025 Q3	$250K	Hold	5,949	–	–	0.02%	269
2025 Q2	$249K	Sell	5,949 -59	-1%	-$2.43K	0.02%	261
2025 Q1	$247K	Sell	6,008 -59	-1%	-$2.45K	0.02%	266
2024 Q4	$251K	Sell	6,067 -59	-1%	-$2.46K	0.02%	209
2024 Q3	$257K	Buy	+6,126	New	+$253K	0.03%	196

Other funds holding HYLS

KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Diversified Enterprises's HYLS Position: Q3 2026 in Review

Diversified Enterprises increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 0.52% in Q3 2026, buying an estimated $1.26K and bringing the position to 5,957 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #401.

Diversified Enterprises first reported a position in HYLS in Q3 2024 and has held it in 9 quarters since. The position peaked at $257K in Q3 2024. 80 funds tracked by Wall St. Rank hold HYLS as of Q3 2026.

Diversified Enterprises held 5,957 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $234K as of Q3 2026.
Diversified Enterprises bought 31 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2026, an estimated $1.26K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.01% of Diversified Enterprises's portfolio in Q3 2026, its #401 holding.
Diversified Enterprises first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2024 and has held it in 9 quarters since.
Diversified Enterprises's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $257K in Q3 2024.
80 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.