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

Diversified’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
2024 Q3	$257K	Sell	6,126 -59	-1%	-$2.44K	0.03%	196
2024 Q2	$251K	Hold	6,185	–	–	0.03%	192
2024 Q1	$255K	Hold	6,185	–	–	0.04%	140
2023 Q4	$257K	Buy	+6,185	New	+$246K	0.06%	122

Other funds holding HYLS

Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Diversified's HYLS Position: Q3 2024 in Review

Diversified reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 0.95% in Q3 2024, selling an estimated $2.44K and leaving 6,126 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #196.

Diversified first reported a position in HYLS in Q4 2023 and has held it in 4 quarters since. The position peaked at $257K in Q4 2023. 213 funds tracked by Wall St. Rank hold HYLS as of Q3 2024.

Diversified held 6,126 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $257K as of Q3 2024.
Diversified sold 59 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2024, an estimated $2.44K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.03% of Diversified's portfolio in Q3 2024, its #196 holding.
Diversified first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2023 and has held it in 4 quarters since.
Diversified's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $257K in Q4 2023.
213 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.